Last updated: July 24, 2024
Apply Analytics filters
Learn how to apply available filters in the Analytics feature via the web app.
Analytics experiences
This article covers the filters for the two Analytics experiences:
New Analytics: This includes applying filters at the dashboard and chart levels. Please note that the new Analytics experience is currently in Early Access.
Legacy Analytics: This includes the “Overview”, “Conducted”, “Performance”, “Scheduled”, “Responses”, “Flagged Items”, and “Item Scores” pages.
- Filtering archived inspections differs between the new and legacy experiences. The new experience filters archived inspections regardless of whether they’re complete or incomplete. The legacy experience, on the other hand, filters inspections that are both archived and complete or incomplete.
What you'll need
- eAuditor Premium Plan or Enterprise Plan
- Web app
- Full seat or lite seat
- Using the new Analytics experience requires "Analytics: View" permission at a minimum.
Apply Analytics filters
New Analytics
Legacy Analytics
New Analytics
1. Log in to the web app.
2. Select Pie chart iconAnalytics from the menu on the left-hand side.
3. Click the dashboard.
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, you can also customize each chart’s filter to show more relevant results.
Legacy Analytics
1. Log in to the web app.
2. Select Pie chart iconAnalytics from the menu on the left-hand side.
3. On this page’s left-hand side, you can:
- Date: Filter by a predefined or custom date range and set the period interval. You can only filter by dates from September 1, 2022 or later. Please note that you can only filter data one year at a time.
- Template: Filter by templates. To filter using a specific template, you’ll need “Conduct” template access at a minimum. However, you cannot filter templates you have access to via advanced access rules.
- Inspection: Filter by specific inspections.
- Region: Includes inspections conducted in the selected regions. Inspections from any selected areas and sites will be displayed in addition to those from selected regions. If you want to filter by specific regions only, ensure the “Area” and “Site” filters are empty.
- Area: Includes inspections conducted in the selected areas. Inspections from any selected regions and sites will be displayed in addition to those from selected areas. If you want to filter by specific areas only, ensure the “Region” and “Site” filters are empty.
- Site: Includes inspections conducted at the sites selected. Inspections from any selected regions and areas will be displayed in addition to those from selected sites. If you want to filter by specific sites only, ensure the “Region” and “Area” filters are empty.
- Items and Responses: Filter by specific questions’ responses. We recommend that you apply a template filter beforehand.
- Last edited by: Filter by inspection authors (the last user who edited an inspection).
- Started by: Filter by inspection creators.
- Group: Filter by groups inspection owners are part of.
- Include inspections that are: Check the boxes to include complete, incomplete, or archived inspections.
4. Filters you apply will be kept across all legacy Analytics pages.
- 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.