Filters let you highlight the exact data your client cares about when you're building a Report or Dashboard. You can apply filters to individual widgets or to an entire data source dashboard, so you can check in on specific ad campaigns, view a single Search Network, and more.

Your account Admin controls which data source dashboards and metrics each user can see by editing user permissions and access. If you can't see a dashboard or filter option, check with your Admin first.

Data source dashboards are the prebuilt dashboards available by default for each integration. You can filter these dashboards by many different data points, depending on what the integration's API makes available.

Step 1: From the data source dashboard, click Add Filter at the top.

Step 2: Choose the data point you want to filter by from the list of options.

The filters are found under the Add Filter button on integration dashboards and whenever you customize a widget.

In the example below, you will see the following filters for the Google Analytics 4 integration.

Filter by:

Applying a filter is as simple as selecting an option from any available filter drop-down. The dashboard will immediately update with the new filter settings. You can also apply multiple filters at the same time.

When filters are applied, a notation will show in the top navigation bar to highlight which filters are active.

Widget filters can be accessed by going to the Edit Widget window, clicking on the Ellipsis that appears when you hover over a widget with your mouse, and clicking Edit in the drop-down.

Below is an example of filters available on a Rank Tracker bar graph. Click the dropdown, then select a different option to filter the bar graph.

Whenever you open an integration dashboard or switch to another section, any selected filters will reset. We will always report the metrics unfiltered, so you will always have an unbiased view of your data.

Here's a tip to save the filters from your integration dashboards: You can easily add what you see to your automated client reports via our add to report option.

This instantly creates a new section in a report that includes the exact widgets and filters that you've set in the integration.

Just click the Export button, then click + Add To Report.

The filters are determined by the available metrics and API instructions for each platform or integration. You will find an example below that shows separate filter options for Facebook Ads and Google Ads.

In the example above, Facebook Ads has filters for "Attribution" and other options that Google Ads doesn't, while Google Ads has separate filters, such as Network and Campaign Type, that Facebook Ads doesn't.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄