Using Views and Filters in the Reports Module

The Reports module offers filters at both tab and widget levels, enabling you to view specific data from your articles and stories. Within tabs, you can set the time period filter you’re using as the default view, making it applicable to all users. In the following article, learn how to:

• Apply the time period filter in tabs
• Save the time period filter in tabs as the standard view
• Apply filters within widgets

Apply the Time Period Filter in Tabs

For tabs, there is a time period filter that can be applied either to all widgets or only to those without their own active time period filter.

1. In the Reports module, navigate to the tab for which you want to adjust the time period.
2. Below the tab name, click the time period filter.
3. From the View dropdown menu, select the respective option.
4. If needed, adjust the time period in the dropdown menu.
5. Optionally, activate the Comparison option and enter a comparison time period.
6. Click Apply.
   The options Keep widget dates and Apply to all widgets display.
7. Click the respective option.
   

You have applied the time period filter within a tab. Depending on which option you selected in the last step, the tab filter is applied to all widgets or only to those that do not have their own time period filter applied.

Save a Tab View

When you adjust the time period filter within a tab, a message appears indicating that you are viewing a modified view. You can save this as your new default view, restore the previously saved view, or reset the tab to the global filter.

1. In the tab in which you changed the time period, click View is changed.
   The options Reset view changes and Save as default display.
   
2. Click the respective option.
   The respective confirmation dialog opens.
3. Click Reset or Save changes.

You have reset the view or saved it as the new default.

To reset the view to the global filters, click Reset to global filter and confirm the action in the dialog that opens.

Apply Widget Filters

In addition to the higher-level time period filters in the tab, you can define further filters in individual widgets.

The available filters depend on the widget type. You can view the available filters in detail in the individual articles on general widgets, Social Media widgets and Community Management widgets.

1. Navigate to the widget to which you want to apply filters.
2. Click the three dots > Edit.
   The dialog to edit the widget opens..
3. Click the filters you want to apply and select the respective filter options.
4. Click Save changes.
   

You have customized the widget’s filters. The changes are reflected in the tab.

You can find an interactive demo on creating filters in Reports widgets here.