Filtering Results
Last updated
Last updated
There are two primary mechanisms for filtering the results. The first is the high-level reporting period which limits results to a specific period of time. The second is by using rules and rulesets to define conditions to evaluate against each visitor session.
For a visitor session to appear in the results it must: 1. Have occurred within the current reporting period. 2. If there are any rulesets defined, it must satisfy at least one of them.
Insights defaults to showing the Last 30 Days as its initial reporting period. You can adjust the period by clicking the current period in the top-right of the application.
Relative reporting periods allow quick access to recent timeframes.
Fixed periods can be selected by selecting two dates in the calendar:
Select a specific single date by clicking it twice.
Select a specific range of dates by first clicking the start date, then the end date.
Adjust the calendar month and year by clicking the single and double arrows at the top of the calendar.
You can further limit results by creating one or more rulesets that define conditions (rules) for filtering visitor data available to the current dashboard.
This section can be toggled by clicking the Filters dropdown near the top of the application:
Add Ruleset Button
Adds an empty ruleset to the bottom of the list.
Clear Filters Button
Removes all rulesets.
Minimize
Minimizes the filter panel. (It can also be minimized by clicking the "Filters" dropdown).
Rules are comprised of 3 elements:
Property: The property related to the visitor session to be evaluated. E.g. Page Views, Country, Net, Segment.
Operator: The method of comparison. E.g. Equals, Greater Than, Between, Includes, Excludes.
Value(s): One or more values to compare against the property.
Examples:
Country includes United States, Australia.
This rule would be matched if the visit originated in the United States OR Australia.
Time On Site between 300 and 360.
This rule would be matched if the visit lasted between 300 and 360 seconds.
Device excludes Mobile.
This rule would be matched if the visit was made on any non-mobile device. E.g. A desktop computer or tablet would qualify for this rule.
Insights supports over 500 filterable properties related the behavior of your customers. Examples of property categories include:
Demographics: E.g. Browser, Device, Country, Region.
Activity: E.g. Page Views, Time to First Cart Change, Abandoned Cart Value.
Transactions: E.g. Order Net, Discount, Discount Code.
Campaign: E.g. Presented Offer, Redeemed Offer, Segment, A/B Group.
Historical: E.g. Historic Visits, Last Order Discount, Days Since Last Purchase.
Whenever you add a new ruleset, a new rule or edit an existing rule, the Property Picker will open to help you find the specific property you need.
Once you have selected a reporting period and any rules, click the Apply Filters button at the top of the application to confirm your changes.
The dashboard will be momentarily updated to reflect your new filters.
An icon, , will appear within the Apply Filters button when you have made changes to the current filters without applying them.
When you make changes to the default filter, you'll be given the option to save it. You can do so by clicking the Save As button at the bottom of the filter panel. You can name the filters you save and quickly re-apply them to your dashboards at a later time. When saving a filter you'll be given the option to share it with other users on your account.
You can delete a saved filter by switching to it and pressing the Delete button.
