How do I filter my analytics?
Narrow reports by dates, locations, sublocations, and customer lists.
Analytics can be filtered by date range, location, and sublocation to focus on specific time periods or parts of your business.
- Date filters allow you to view performance over custom ranges or predefined periods. Open the date control and choose a preset such as Last 7 Days; the date range updates immediately.
- Location filters let you isolate individual venues or compare performance across multiple locations
- Customer list filters let you scope customer-backed charts to selected marketing lists. Open All Customers, choose a list or segment, then select Apply. The selected audience name appears above the dashboard.
- Comparison views offer Compare to Previous Period and Compare to Previous Year from the No Comparison menu.
- Segments let you filter analytics by customer segments. Segments are customer groups defined by any combination of filters set up in the Marketing section. Filtering analytics by a segment lets you see how a specific audience, for example VIP members, first-time visitors, or lapsed customers, is performing against your metrics. See Lists & Segments for the full setup.
After choosing locations in All Locations, select Apply to update the dashboard. The selected data loads without exporting a report.
If your role doesn't have Access all locations, you only see analytics for the locations you have been given. Leaving the location filter at All Locations shows all of your locations, not the whole organisation.
Select the dashboard you want to customise, then choose Edit → Add Chart. Use Search charts... and select a result to add it. Close the chart picker, then select Save on the dashboard to keep the change. Some results contain several metrics: Activity Overview, for example, includes Total Activities, Staff Activities, and Customer Activities.