Articles in this section

• Filter on logged in user in Insights

  Prerequisites for this article: Basic knowledge about filters, found here. In Insights there is a...

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• How to change the fiscal year in Upsales Insights

  Upsales Insights in its standard configuration uses calendar year. This means that when you use m...

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• Filtering data in Insights

  This article explains how to add or edit filters on your Insights dashboard, as well as how to a...

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• Date filters in Insights

  You have a number of options for filtering your Insights dashboard based on date. This article e...

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• Using field filters in Insights

  You have a number of options for filtering your Insights dashboard based on specific fields. You...

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• 5 Best Practice Cases: Date Filters

    Let’s have a look at 5 simple and common ways to use date filters. 1. Current Periods One, lo...

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