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Filtering in Insights

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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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  • 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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