How can I filter my view?

You can filter your view by timeframe, touchpoint, and outlet, or a combination of all three. 





Timeframe 

  1. Select the default timeframe to open up the date filter 
  2. Select from the predefined ranges, or choose a custom range 
  3. Select “Apply” 

 



Touchpoints 

  1. Select the default touchpoint to open up the touchpoint filter modal 
  2. Choose one or more touchpoints to filter your data 
  3. Review your selections in the sidebar  
  4. Select “Apply” 



Outlet

 To choose outlets you want to include in your dashboard data… 

 

  1. Select the default outlet to open up the outlet filter 
  2. Expand or collapse the outlet menu 
  3. Choose the outlets you want to include  
    • Check icon indicates that some, but not all children of that node are selected 
    • Hyphen icon indicates that some all children of that node are selected 
  4. Review your selections in the sidebar
  5. Select “Apply” 

 
The list of outlets available to select will be based on the touchpoints you’ve selected.
 

 


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