How to Navigate and Filter Analytics

Navigations

• Navigation/Dashboard Access: The hamburger menu (yellow circle) at the top of the static sidebar navigation will open up the menu for you to select the dashboards you would like to navigate to.

• Module vs Dashboard 

  • A module houses dashboards within it - for example, the Industry Dashboards section is considered the module level, whereas the sales dashboards underneath are the individual dashboards.

Filters 

• Available via dropdown of every dashboard.

  • Click into the filter field to begin loading options. Select from the dropdown menu, or type in if selection is not shown.

Note, if a selection is typed in, you would need to wait until it appears to select it otherwise it would not be applied. If the option does not appear after loading, it is not available.

• Filters do not carry over across pages, and would need to be re-input.

Note, once you have set your preferred filters, you can bookmark that link in order to access the same view next time.

• Once opened, the filters drop down to different fields which you can begin to search for your specific criteria(s). As you begin to type options will appear in the dropdown for you to select. 

  • You must select an existing option for it to be applied. Once applied it will look like the second screencapture.

  • Once all desired filters have been applied, click ‘run’. This button will change to ‘stop’ if you would like to cancel and change any filters. Once you select ‘run’ you can close the ‘filters’ drop down and wait for your selection to be applied. Always click 'run' after applying or removing a filter, even if the 'Run' button looks like it had auto-run.
    

• Hover Overs: Hover over different graphs or tables to see any additional information available clarifying the data displayed.

  

• Data Drills: Where you see the ‘lightning’ symbol, you are able to drill into the data set further (ex. By region, by group, etc).

  

• Information Icons: Information icons (question marks) can be used to gather additional information available about the data featured.