Filters

Filters on Pulse let you quickly interact with your data by applying, removing, or adjusting views.

Unlike other reports, Pulse sheets will load before any filters are selected. If no filters are applied, the sheet will display all available data. For this reason, the first step when opening any sheet should be to select the appropriate filters.

Filters remain active as you move between sheets. For example, if you select "Last Week" on one sheet, that filter will still be applied when you move to another.

This helps you stay focused on a consistent dataset while navigating between reports.

Some sheets are configured to clear pre-selected filters if they are not relevant to that specific report.

Selected filters will appear at the top of the screen in green.

To remove a filter, simply click the cross. To view selections, click anywhere on the green square (except the cross!). Multiple selections can also be made, or use the search bar.

Filter panes (which shows filter options) are always found in blue on 'Pulse - Sales & Labour':

or pink on 'Pulse - People':

You can also make selections on the visualisations themselves, and these will be applied as a filter across the whole sheet.

Click on any field to filter on it. These will appear as normal at the top of the screen in green.

Click the tick on the top right to apply the selection (or click anywhere outside the visualisation).

You can also easily filter by highlighting a range on the x-axis of any graph.

Some sheets have special filter types called "states" (such as on the Time Analysis sheet).

Filter states are used to apply selections to a specific group only, rather than the whole page, such as when comparisons are made.

To remove these filter types, click on the filter, then click 'Clear all'.