Filtering Reports

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Reports allow you to see comparisons and summaries of your marketing spend data. Filtering your reports allow you to get even more granular with your data and see specific sections of your Plan, Forecast, or Actual spend as desired. 

  1. On the Insights tab (formerly Analytics tab), click the Edit button on top right-hand corner
  2. Go to the Reports section
  3. Click on your desired Report
  4. Click the Filter button at the top of the screen
  5. Select your desired metrics, attributes and variables
  6. Select Apply
    Note: If you want to add more than one filter, click the Add Filter button at the top of the menu.
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