Video Tutorial
Filters
Use filters
1. Fixed Filters: These have predefined values, such as "Channel is Meta." They remain fixed and cannot be modified during report viewing.
2. Displayed Filters: These do not have predefined values and are typically dimensions, such as "Country," "Type," or "Campaign Name." Report viewers can add values to these filters but cannot remove them.
3. Add filters: You can add more filters, including advanced "OR" filters, to explore your data in detail.
Note: By default, all filters (except Advanced filters) use an "AND" condition.
To modify fixed and displayed filters, you need to edit report. Only users with permission to edit the report can make these changes.
Advanced filters "OR"
The Advanced Filter "OR" allows you to create flexible, detailed filter conditions in your reports.
Instead of applying multiple filters with an automatic AND (meaning all conditions must be true), the OR option lets you say: "Show results that match any of these conditions."
Example: Channel is Meta OR Channel is Tiktok.
➔ Campaigns on either Meta or Tiktok (or both) will be shown.
1. Click + Add filters.
2. At the bottom of the dropdown list, click + Add advanced filters.
3. Select the dimension you want to filter - in this example, Channel - then choose a condition (is, is not, contains, does not contain, or is not empty), and finally select the value you want to filter - in this case, Meta
4. Then click +Add filter rule
5. Select the dimension you want to filter - in this example, Channel - then choose a condition, and finally select the value you want to filter - in this case, Tiktok
6. Click Apply filter
After you apply an advanced filter, it will appear at the top of the report under "Advanced filters", along with the number of rules. You can remove it by clicking the "X" icon on the left.
Use date picker
Use date picker during report viewing
The date picker is available in the upper right corner of every report and allows you to select the reporting dates. Click it to open the calendar and, on the right, the shortcuts menu.
Date range shortcuts
The shortcuts menu lets you select a relative period in one click. Lines followed by an arrow › open a sub-menu with more options:
Custom: select a start date and an end date directly in the calendar.
Yesterday: the previous day.
Rolling days (line shown as Last 7 days › by default): Last 7 days, Last 14 days, Last 28 days, Last 30 days
Current period (line shown as Current month › by default): Current week, Current month, Quarter to date, Year to date
Previous period (line shown as Last week › by default): the last complete period, for example Last week, Last month, Last Quarter, Last Year.
Lifetime: all the data available in your workspace.
When you choose an option in a sub-menu, the parent line displays the name of the active shortcut (for example Last 14 days), so you always know which period is applied.
These periods are relative: they update automatically every day. A report set to Last 14 days always shows the 14 most recent days.
Weeks (Current week, Last week) start on the first day of the week defined in your workspace settings (Monday or Sunday).
At the bottom of the date picker, the View option (Daily, Weekly, Monthly, Quarterly, Yearly) sets how your data is broken down over time.
Apply comparison to reports
You can compare two periods by enabling the Compare toggle in the date picker, then choosing the period to compare to.
Same period last month
This option compares your selected period with the same days of the previous month. For example, if you select Current month on November 9, the report compares November 1–9 with October 1–9.
It is especially useful for monthly follow-up: you compare the same days from one month to the next, instead of the days right before your selected period.
Interact with charts
To see the exact data values on a chart, simply hover your mouse over the chart, the numbers will appear automatically.
You can also click on the chart legend labels to hide or show specific data series. This is especially helpful when a chart has a lot of information, as it lets you focus on just the data you want to analyze.