Overview — why filters help

Insentric helps you build dashboards that show key trends and insights. But sometimes, you only want to see part of your data — not everything at once. That’s where filters come in! Filters let you focus on specific parts of your data, like a time period or campaign type. This makes it easier to spot what matters and share clear, targeted insights.

Create filters — customize your data view

Filters in Insentric help you show the right data in your dashboard. Here’s a quick start:

1. Go to the Filters section in your Dashboard view.
2. Click ADD/EDIT FILTERS.
3. Click Add filters and dividers to add a new filter.
4. Adjust the settings to make the filter work how you want.

Basic filter options — set up the foundation

Each filter has basic options you can configure to tailor your data view. Here’s what you can adjust:

• Filter type: Choose how users select data (like a dropdown or slider).
• Filter name: Use a clear name that tells users what the filter does (like “Region” or “Date Range”).
• Dataset: Pick the dataset to connect to this filter. This decides which data you’re filtering.
• Column: Choose the column in your data that this filter will work on.

Adjust additional filter options — make filters smarter

Use these settings to fine-tune how your filters work and how people use them.

Note: The available settings vary depending on the filter type. The example above shows settings for a numerical range filter. You can find more information in the following sections.

Filter configuration

• Values are dependent on other filters: This makes the filter options change based on what a user picks in another filter. For example, if you choose a region, the campaigns list can show only that region’s campaigns.
• Pre-filter available values: Use this to show only some values in your filter. You can set this up with a simple rule or SQL code.
• Sort filter values: Sort the filter options in order (like A–Z) or by a metric (like highest open rates first).

Filter settings

• Description: Add a short note to tell users what the filter does. It shows as a tooltip.
• Filter has default value: Choose a default value so people see relevant data right away.
• Filter value is required: Users must choose a value before seeing the dashboard. This keeps the data focused and secure.
• Select first filter value by default: If no default is set, this picks the first value automatically. Note: You can’t also set a manual default if this is on.
• Can select multiple values: Lets users choose more than one option. You can also pick several default values to help compare different data points.
• Dynamically search all filter values: Add live search to make finding values fast, even with thousands of options.
• Inverse selection: Show everything except what’s chosen. Good for hiding test campaigns or internal lists.

Terminology — key terms explained

Next steps — build your dashboards

Now you’re ready to start adding filters and making your dashboards easier to use! If you want to learn more or need help, visit our Insentric Support Center.