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Filtering Dashboard and Report data

You need to be using JRNI Analytics Plus for this

With JRNI Analytics Plus, you have the ability to restrict data using set criteria. This way, you can narrow down the results of your query and focus on the information you’re most interested in.

Adding a filter to a dashboard

  1. Navigate to a dashboard.
  2. Click the three-dot icon from the right-hand corner, and then click Edit dashboard.
  3. Click Filters from the top menu, and then click Add filter.
  4. The Add Filter window will open, where you can search for a field dimension to filter by.
  5. Locate a field using the search bar, or by using the dropdown arrows.
  6. You will now be able to choose settings for your filter; such as title, control, display and values.
  7. Click Add once you’re done.
Applying a filter to a dashboard in JRNI Analytics

In the example above, we added the Appointment Creation Date field, and updated the Control setting to a date range, so that we can filter the dashboard to only show data for appointments created within a certain timeframe.

Tiles to Update

If you have multiple tiles on your dashboard, the filter will automatically apply to all tiles that were created from the same Explore category as the filter (e.g Bookings, Capacity, Lead Time). To customize which tiles listen to the filter, when adding/editing the filter, click the Tiles To Update tab.

  1. Click All or None to enable/disable the filter on all tiles.
  2. Under Field to Filter select which fields will be affected by the filter, or choose to turn off the filter for for a tile by selecting "Do not filter".
If a tile already has an existing filter applied to it, it won't be possible to apply the new filter to that tile. The Field to Filter dropdown will be unavailable for that tile.

Adding a filter to a report (Look)

Applying a filter to a report on the Explore page

  1. Navigate to a report you wish to add a filter to, and click Edit or Explore. Alternatively, you can start adding filters during report creation.
  2. Locate a field (dimension or measure) that you wish to apply a filter for:
    1. Use the field picker from the left-hand menu and click the filter icon, or;
    2. Click the gear/cog icon > Filter to apply a filter to a field in use already
  3. Your selected field will be added to the Filters section.
  4. Use the drop-down lists, calendar widgets, or text fields (provided depending on field type) to put in your restriction.
  5. Click the Run button to see your filter in action.

You can add multiple fields to a filter, including multiple filters per field, and an AND/OR condition will be created (depending on the type of filter option). Use the + or x icons to add/remove filters.

Applying multiple filters to a report

In the example above, we’re choosing to only display days with an appointment count of more than 100, or less than 50, but excluding days with a total of 5, 12, and 150 appointments.

JRNI insider tips

Looking for some filters to get you started? Some of the most popular filters used by JRNI customers include the following:

  • Store/Branch: Name of the child company where the booking took place.
  • Region: Name of the parent company where the booking took place.
  • Appointment Date: Date and time when the booking takes place.
  • Service: Name of the service linked to the booking.

Search for one of these using the field picker on the Explore (or report editor page) and use the filter icons to set your own criteria.

Still have questions?

If you have any questions about filtering data, or using/accessing JRNI Analytics Plus, please contact JRNI Customer Support, who will be happy to help.

How did we do?

Using Table Calculations

Creating your own Reports

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