The Advanced Filter feature allows you to apply very specific criteria to your reports. This functionality is particularly useful when running promotions or tracking results from specific stores or product lines.
- Purpose:
Narrow down your report data to only include relevant data combinations.
Exclude unwanted data to focus on what’s important.
- When to Use Advanced Filter:
Running promotions
Tracking specific store results
Isolating results for particular Product or Store features
How Advanced Filters Work
1. Accessing the Filter:
Click on the Advanced Filter drop-down menu.
You will see a list of features related to both products and stores.
2. Selecting a Specific Feature:
In the drop-down list, choose the feature you want to filter by.
Once selected, a second drop-down will populate with every available option within that feature.
Tip: Clear all options first if you wish to focus on a single feature.
3. Applying the Filter:
After selecting the desired option(s), apply the filter to your report by tapping the Krunch button
The report will then only display data combinations related to the selected feature, excluding others for a more focused analysis.
Practical Example: Filtering by Subcategory
Imagine you want to filter your report to only show results for the subcategory Hoses.
Step 1 - Select the Subcategory Option:
In the Top Advanced Filter, choose Subcategory.
The drop-down will display all available subcategory options.
Step 2 - Customize Your Selection:
In the Bottom Advanced Filter Deselect the options you don’t need in the report
Select only the options that relate to Hoses.
4. Generate Your Report:
Click Close and then Krunch (or your report generation button).
The resulting report will focus solely on data related to Hoses
5. Verifying the Filter:
To verify that the filter is applied correctly, add Subcategory as an attribute in your report.
Confirm that all results now correspond exclusively to the selected subcategories.
Additional Use Cases
- Promotional Reporting:
Use the Advanced Filter to select only the promotional products by choosing the Product feature.
- Region-Specific Reporting:
To report on a particular region, select Store Region and filter based on the regions that affect your analysis.
Summary
The Advanced Filter option empowers you to:
- Target Specific Data: Focus on precise aspects of your reports by isolating data combinations.
- Streamline Reporting: Reduce clutter by excluding irrelevant data.
- Enhance Analysis: Easily monitor detailed metrics during promotions or focused regional/store evaluations.
Watch this training video to learn more about using the advanced filter:
By mastering the Advanced Filter, you can create highly tailored reports that meet your unique business needs.