Report settings and filters

There are two groups of report settings:

  • Controls in the upper left part of the report, right under report name (works in the selected tab):

  • Filters

  • Date Range

  • Time Period

  • Controls in the upper right corner (works for the whole report):

  • Report Settings

  • Visualisation Platforms

  • Define Metrics

  • Edit Data Sources

  • Export to PDF

  • Add Widgets

Filters and Time Periods

By clicking on the No filters label, you open a list of created filters with an Add Filter button. To create a new filter:

  • Click Add Filters to open the filter creation menu

  • Enter a filter name

  • Create one or more conditions with the provided editor:

  • Choose Include or Exclude options

  • To delete unnecessary lines click on the delete option (empty lines in the filter are not allowed)

  • To add new rows - the Add Rule button

  • You can invert all filter conditions by the ticking an Inverce Filter Conditions checkbox

You can invert all filter conditions by the ticking an Inverse Filter Conditions checkbox

Each rule is a word or few symbols in the name of the data source, which will define will it remain in place (include rule) or hidden (exclude rule). All of the above rules are used with OR combining - a string that satisfies at least one condition will pass through the filter successfully.
../../../../_images/settigsfilter_1.png

When you click Save Filter, the resulting filter will be added to the filter list. To activate it, you must tick the box next to it in the drop-down. In this case, the inscription No Filters will change to * Filters (e.g. 1 Filter, 2 Filters, etc.). So, in our example, the filter allows only those elements of the dataset, which have the word traffic in their name.

../../../../_images/settigsfilter_2.png ../../../../_images/settigsfilter_3.png

You can create a whole set of filters. Simultaneous connection of several filters is possible and works as the logical AND - only those data sources that satisfy the rules of all active filters will pass through this set of filters.

The two following controls on the same line allow you to define the boundaries of the time interval to be considered and the sampling frequency of the data.
../../../../_images/settigsfilter_4.png

The difference between the display of data in the daily and the other format is obvious. You can see it in the following screenshots.

../../../../_images/settigsfilter_5.png ../../../../_images/settigsfilter_6.png

Be advised: you activate a filter or date range for one tab only.


Global Settings

Controls at the top right corner give you access to various functions:

  • Report Settings menu includes report Scheduling and Sharing settings, allows you to edit headers for PDF export

  • Visualisation Platforms, Define Metrics and Edit Data Sources opens a big part of a report functionality itself

  • PDF Export is just an another way to share your report with others

  • Add Widgets - is one of the most important instrument on the Improvado visualisation platform.

All these parts are so important that there are dedicated pages describing each of them.