Filter Results in Your Custom Reports

You can filter results in the Report Builder to narrow down your data and focus on what matters most. Filters help you isolate campaigns, sources, or any other dimensions to analyze performance with precision. 

Filter From the Sidebar

Use the sidebar to apply precise filters to your report. 

To add or edit filters: 

1. Open your custom report in the Report Builder.
2. In the sidebar, under “Do you want to filter results?”, click “+ Add Filter”.
3. Choose your filter settings:
   • Complement: Include or Exclude.
   • Dimension: The field you want to filter by (e.g., Source, Campaign, Service).
   • Match Type: Select how the filter should match your data (e.g., Exactly Matching, Contains). 
   • Expression: Enter the text or value to match.
4. Click “Add” to apply the filter.

Filter From the Chart

You can filter data visually by interacting directly with the chart. 
To filter or exclude data from your chart: 

1. Click on the segment label to exclude those values from your report. 



2. The segment will be grayed out, and the chart will automatically refresh to display the filtered view. 

Filter from the Table

In the table view, you can include or exclude specific values directly. 
To filter from the table: 

1. Select the rows you want to include in your report.
2. Click the filter icon that shows once you select one or more rows.

Related Topics

• Create Custom Reports With the Report Builder
• Compare Time Periods in Your Custom Reports
• Change Chart Types in Custom Reports
• Add Custom Columns to Your Reports
• Understand the Report Builder