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Working with filters in Premium Analytics

Filters in Premium Analytics are used to display only the data you are interested in at a given moment. Thanks to them, you do not have to work with the entire report at once, but can narrow the data down, for example, by location, time period, category, or a specific product.

Note: Not all filters are the same in every section. Their availability changes depending on which report you are currently viewing. 

Filter panel

The filter panel is located on the left side of the screen. At the top, you will find saved filters, and below them, individual filters for selecting data.

In some sections, you will mainly see filters for merchant, business, product category, product, payment type, or VAT, while in others, filters may be shown for user, day of the week, payment time, section, or table. This means that you will always see only the filters that are useful for the given type of report. 

After making a selection, the chosen value is displayed directly in the filter. You then confirm the changes with the Apply filters button at the bottom of the panel. If you want to start over, you can use the Clear all option.

Note: Multiple filters can be combined simultaneously, for example locations, products, categories, or users. This combination of filters is one of the main advantages of Premium Analytics.

Tip: If the filter panel gets in your way while working with data, you can hide and show it again using the icon on the side of the screen.

Saved filters

If you often work with the same filter selection, you can save it and use it again next time with a single click. This feature is useful, for example, when you regularly monitor the same locations or the same time periods.

A saved filter can be created using the following steps:

  1. select the filters you want to use repeatedly,
  2. confirm the changes with the Apply filters button,
  3. click the Save filter option in the upper part of the screen,
  4. enter the filter name,
  5. confirm by selecting the checkmark icon.

For already saved filters, it is then possible to update, rename, or delete them on an ongoing basis.

Important:

  • Premium Analytics works with data in T+1 mode. This means that in reports you always see data for the entire previous day, not current real-time data.
  • When selecting a custom period, it is also good to keep time in mind. In some cases, the To field is set to 00:00, so if you choose, for example, the date 31 March, 00:00, you will actually only see data up to the end of 30 March.
  • If you need to work with a more precise time interval, it is also possible to set specific hours within a custom period.
  • When moving between individual dashboards, the selected filters are retained, so you do not have to choose them again for each additional report.
  • The range of filters may vary slightly between individual reports. If a particular filter is not shown in a specific report, it is because it does not make sense for that type of data.

Practical examples of use

Filters are worth using whenever you do not want to monitor the entire business at once, but only a specific part of the data. They are most commonly useful in situations such as these:

  • you want to monitor only specific places,
  • you want to display sales only for a specific product, for example coffee,
  • you want to compare a selected product category within a specific period,
  • you want to view results only for a specific place, part of the week, or a selected user.

In practice, this allows you to find out more quickly what is happening in a specific part of the business without needing to export data outside the system.