Articles in this section
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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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