Filter your Reports

Filters play a crucial role in refining and analyzing data in reports, helping businesses gain deeper insights.

In this article, we will walk you through the step-by-step process of creating filters in reports within the Insights module of Revlitix.

Step 1: Click the "Filter Option" on Any Report on the Insights Dashboard

To begin creating a filter, navigate to the Insights module of our product and open the report you wish to filter.

Step 2: Choose "Create New Filter"

Once you have clicked on the "Filter Option" button, a dropdown menu will appear. From this menu, select the "Create New Filter" option.

Step 3: Enter a Name for Your Filter under "Filter Name"

Choose a descriptive and easily identifiable name that reflects the purpose of the filter you are creating.

Step 4: Choose the Column You Want to Filter Out from the Drop-down Menu

Use the provided drop-down menu to choose the column that contains the data you wish to filter.

Step 5: Select an Attribute and Value for the Benchmark of the Filter

You can choose an attribute and a corresponding value to specify the condition that the data must meet for it to be included or excluded from the report.

Step 6: Click on "Save and Apply" to Apply the Rule

This action will save your filter and immediately apply it to the current report, refining the data according to your defined conditions.

Note: Click on "Add More" to add multiple filters to a single report.

By following the step-by-step guide outlined above, you can easily set up customized filters to analyze and extract valuable insights from your reports.