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Apply Analytics filters

Learn how to apply chart and dashboard filters in Analytics via the web app.

Available chart filters

The completion status of the inspection, action, or issue.

Filtering inspections by the "Archived" status will show inspections regardless of whether they’re complete or incomplete.

The template used to conduct the inspections.

The asset of an inspection or action.

Filtering by asset is only available when the "Asset type" filter isn't applied.

The selected type of asset.

Filtering by asset type is only available when the "Asset" filter isn't applied.

The response entered or selected in inspections.

The selected flagged responses in inspections. Flagged responses must be set up in your templates to capture data accurately. Please note that the flagged responses filter is only available in the Responses table chart types when tracking inspection responses.

The priority of the action or issue.

The label of an action.

The type of an action.

The schedule linked to an inspection.

Please note that you need "Schedules: Manage" permission to view schedules created by other users in your organization.

The category of the issue.

Filtering by status will filter archived inspections regardless of whether they’re complete or incomplete.

Available dashboard filters

The date range to filter data by.

Today: Filters data created on the current day.

Yesterday: Filters data created from the previous day.

Last 7, 30, and 90 days: Filters data from the selected time period to and including the current day.

Last 4 weeks: Filters data from the past four weeks up to and including the current date.

This month: Filters data created in the current month.

Last month: Filters data created from the previous month.

Year to date: Filters data from the first day of the year to the current day.

Custom range: Filters data based on the selected time period. Please note that you can only filter data for a maximum of 1 year at a time.

The frequency to group data by based on when they were created.

The site or level to filter data by.

The group to filter data by. Depending on the metric that you've selected for a chart, the filter may work differently:

Inspections: Filters based on the author. If multiple users have edited an inspection, the inspections are shown based on the last person who edited it if they’re in the group you’re filtering by.

Actions and Schedules: Filters based on assignees. This works for both assigned to groups and individual users, where users in the group you’re filtering by will also be displayed.

Issues: Filters based on issue assignees, where issues assigned to users in the group you're filtering by will be displayed.

You can select up to 300 filters per dashboard and chart filter at a time in New Analytics. For example, you can select 300 templates and 300 sites to filter your data.

Apply Analytics filters

  1. Log in to the web app.

  2. Select Pie chart iconAnalytics from the menu on the left-hand side.

  3. Edit an existing dashboard or create a new one.

  4. On this page, you can:

    • Filter your dashboard by a predefined or custom date range, set the period interval, relevant group, and depending on the type of dashboard, filter by sites.

    • Depending on your access to the dashboard and the chart type, you can also customize each chart's filter to show more relevant results.

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