How to use Filters in a Graphly Report

In Graphly, the ability to filter data within individual reports provides users with a powerful tool to customize and refine their data analysis. Adding Filters to any report allows you to drill down into your data, making it more relevant and actionable for your specific needs.

The settings tab of a report contains everything you need to query the data, but the Filters tab allows you to fine-tune the data to be more granular and specific.

Accessing the Filters Tab

To access the Filters tab:

Open the settings report you wish to customize.

Navigate to the Filters tab. This section is optional but incredibly powerful for getting granular with your data.

The Filters tab is designed to give you SQL-like query capabilities without requiring any knowledge of SQL. Here, you can apply various filters to narrow down the data displayed in your report, making it highly specific to your needs. Each report has a unique set of tables that can be accessed via the Filters tab. Reports based around contact records will have access to the Contact fields table, Reports based around revenue will have access to the Contacts, Invoices, and orders tables, etc.

Examples of Using Filters

Here are three examples of how you can use the Filters tab to customize different reports:

  1. Leads Report to Facebook Leads Report:
    • Scenario: You want to see only the leads generated through Facebook.
    • Action: In the Filters tab, select the filter for the Contacts table, then the lead source field, and choose “Facebook.” This filter will update your Leads report to display only the leads that originated from Facebook.
  2. Gross Revenue Report to Affiliate Sales Report:
    • Scenario: You need to analyze the revenue generated through a specific affiliate or referral partner.
    • Action: In the Filters tab, apply a filter for the referral partner on the invoice and select the desired partner. This action transforms your Gross Revenue report into an Affiliate Sales report, showing revenue attributed to that specific partner.
  3. Customer Support Tickets Report to High Priority Tickets Report:
    • Scenario: You use notes to track support tickets. You want to focus on high-priority support tickets to manage urgent customer issues.
    • Action: In the Filters tab, add a filter for ticket priority custom field in the Note and select “High.” This filter will modify your Customer Support Tickets report to display only the tickets marked as high priority.

Customizing Filters for Your Needs

If you find yourself building a report and wishing there was another table or filter accessible in the Filters tab, don’t hesitate to reach out. Our team is here to help and can certainly add more options.

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