Learning to Use Filters

In this episode, Sasa walks through how to get more from your data using filters.

You’ll learn how to:

• Navigate filters

• Save your favorite setups

• Use advanced filtering to go deeper

Filters are used throughout Zoined in many areas, including Reports, Dashboards, Analytics Post Definitions, User Settings, Team Settings, and more. Although the example below demonstrates filters in a Dashboard, the same filtering logic applies wherever filters are available in Zoined. Understanding how filters work in one area will help you use them consistently across the platform.

You can customize the contents of any dashboard using the Filters menu.

To open the filter panel, click the Filters button in the top-right corner of the dashboard.

Once opened, you will enter the Filter View, where you can adjust the time period, displayed metrics, layout, and data filters for your current dashboard.

The Time dropdown allows you to choose the period you want to analyze.

The Time dropdown menu allows you to quickly choose a predefined period or define a custom time range for your analysis if the below time selections do not contain the time period you want. To create the custom time range, you can read this blog: Dynamic custom time periods.

Quick selections:

Depending on the dashboard, you can add one or more Compare to options by clicking the + button. The Compare to field allows you to compare the selected metric against another value, such as a different time period, a budget, a target, or an AI forecast. The following comparison options are available:

If it is the report, then you can have option for select metrics, available metrics are written in this blog: Zoined metrics explained.

The Charts section lets you decide which metrics are displayed as charts on the dashboard.

To add a new chart:

You can add multiple charts to create a dashboard that matches your reporting needs.

The Metric Width setting controls how much horizontal space each KPI card occupies.

For example, you can choose:

Reducing the width allows more KPI cards to fit on the same row, creating a more compact dashboard layout.

You can temporarily disable a filter or dashboard setting without deleting it.

Simply click the setting to grey it out.

Disabled settings remain available and can be re-enabled at any time.

To permanently remove a metric or filter:

The setting is immediately removed from the dashboard.

The Filters section allows you to include or exclude specific data.

Select the appropriate category from Zoined:

All of the filter fields listed above are predefined by Zoined. If a customer has configured custom fields for a particular filter category, those custom fields will automatically be added as filters within the corresponding category. For example, if custom_field_1 is configured for Product Collection, a custom_field_1 filter will appear under the Product filter category.

Use:

For example, you can:

Multiple filters can be combined to create highly targeted reports.

If you frequently filter by the same dimension, you can add it as a Quick Filter.

Quick Filters appear directly on the center top of the dashboard, allowing you to change filter values without reopening the Filter View.

This makes it much faster to switch between commonly used stores, product groups, brands, or other dimensions.

For more advanced searches, Zoined supports wildcard filtering.

Wildcards allow you to search for values that follow a specific pattern.

This filter is case-sensitive.

The % character represents any number of characters.

For example:

returns every product whose name starts with Boom, such as:

The _ (underscore) represents exactly one character.

For example:

matches products where:

This is useful when product names or product codes follow a specific structure.

The - (hyphen) represents a missing value for the selected field.

For example:

Using - in the Store filter matches rows where:

This is useful when you want to find records that do not have a value for a specific field.

If you regularly use the same filter combination, you can save it for future use.

For example:

Your saved filter will then be available whenever you need it.

Saved filters make it easy to switch between commonly used views.

Some filters may be created by an administrator and shared with all users, while others are personal and only visible to you.

For example, you can quickly switch between:

Changing saved filters updates the dashboard instantly, allowing you to move between different analyses without rebuilding the filter configuration each time.

Once you are satisfied with the selected filters, click Apply to update the report. The Apply button turns yellow whenever there are unapplied filter changes, making it easy to see when the current filter configuration has been modified. After clicking Apply, the updated filters are applied immediately to the report/dashboard.