Filters

A filter narrows the whole dashboard to a slice of visits. The KPI row, the chart, every panel, the map and the Sessions list all show the same visitors at once, so you can ask one precise question and read the whole answer on one screen. To add one, click Filter in the top bar or press F anywhere on the dashboard.

Adding a filter

Click Filter next to the online count, or press F. The command palette opens the same menu: press Cmd+K and choose Filters. The rows follow the panels on the dashboard from left to right, and a row with an arrow opens a side list:

• Segments: your saved segments (see Segments below).
• Source: Source, Channel, Referrer URL.
• Location: Continent, Country, Region, City, Language, Locale.
• Device: Browser, Browser version, OS, OS version, Device, Screen.
• Campaigns: Campaign, Campaign source, Medium, Content, Term.
• Page: Page, Entry page, Exit page, Search term.
• Signals: Copied, Rage clicks, Dead clicks, Script error, Form abandon, Print.
• Goals: your goals, then Outbound link.
• Funnels: your saved funnels.
• Property: your custom property keys.
• Export: Export PDF and Export CSV.

Pick a field and its pill appears in the top bar, with the value list open under it. The list shows the field's top values for the date range you're looking at, each with its number of visitors. Tick a value and the dashboard updates at once: there's no Apply button. Done closes the list and Deselect all clears the ticks. Values you ticked stay at the top, and the search box finds values that aren't on the list yet.

Changing a pill

A pill reads like a sentence: the field, the operator, then the values. Each part is its own button. Click the operator to change it, click the values to open the list again, and click the x to remove the pill. The icons after the pills add another filter, save the pills as a segment, export, and clear all filters at once.

Operators

Most fields offer four operators:

• is: an exact match.
• is not: every value except these.
• contains: the text appears anywhere in the value. Upper and lower case don't matter, which makes it the right choice for paths and URLs.
• does not contain: the text appears nowhere in the value.

With contains and does not contain, type the text into the search box and press Enter. Goals use did complete and did not complete instead, because a goal is something a visitor either did or didn't do. Signals and Outbound link only use is.

Excluding traffic

Set a pill's operator to is not or does not contain and it removes visits instead of keeping them. The pill says so in plain words, for example Page does not contain /admin.

The most common use is cleaning your numbers without touching the tracking script. Exclude your admin pages, a test source or Direct traffic, and every number on the dashboard is counted without them.

Several values (OR) and several pills (AND)

Values in one pill are combined with OR. Country is Germany or Austria keeps visits from either country. Separate pills are combined with AND. Add Page contains /blog and the dashboard shows the visits from Germany or Austria that also read a blog page.

So the rule for the whole bar is: values inside one pill are OR, separate pills are AND. Each field gets one pill. Pick a field that already has one, from the menu or with F, and its list opens again, so a third country joins Country is Germany or Austria instead of starting a second pill.

Clicking a panel row

You don't have to open the menu to start a filter. Click a row in any panel, a source, a page or a country, and it becomes a pill. Click another row in the same list and its value joins that pill with OR. Use the pill for what a click can't do: exclude a value or match part of a text.

Goals, signals and funnels

Goals

Filter, then Goals, lists your goals by name. A click adds Goal did complete Signed up. With a goal set to did complete, the panels show conversions and the conversion rate for each row, so you can see which sources, pages and countries convert best. A goal set to did not complete only narrows who you're looking at. Outbound link sits below the goals, the same as in the Goals panel. See Goals for how goals are set up.

Signals

Filter, then Signals, lists the six signals: Copied, Rage clicks, Dead clicks, Script error, Form abandon and Print. A click adds Signal is Rage clicks, and a second click adds its signal to the same pill. It's the quickest way to look at everyone who got stuck, then read where they came from and where they left. See Signals.

Funnels

Filter, then Funnels, lists your saved funnels with the last step under each name. A click keeps the visitors who reached that last step, the same as clicking the last bar in the funnel chart. See Funnels.

Segments

A segment is a set of filters saved under a name. Segments are stored with the site on our server, not in your browser, so everyone with access to the site sees them, wherever they sign in. They're the right home for the filters you check often, like "blog readers from Germany or Austria".

Saving a segment

With filters on, click the bookmark icon after the pills (Save as segment), type a name and click Save. If the name is already taken, the box stays open and says so.

Using a segment

Filter, then Segments, lists your segments with their number of filters and the day they were saved. Pick one and its filters replace the ones you had on. The segment shows as a single pill, Segment is EU visitors. Filters you add afterwards, from the menu or with a click in a panel, go after the segment pill, and the segment stays on. The x on the segment pill turns the segment off and keeps the filters that came after it.

The segment menu

Click the segment's name in the pill to open its menu. The first row switches to another segment. View filters shows what the segment filters on. Edit filters opens its filters as pills with Save and Cancel. Rename changes the name, Duplicate saves a copy and switches to it, and Delete removes the segment, with Undo for five seconds.

Viewers can switch segments and read their filters. Saving, editing, renaming, duplicating and deleting need edit access, so for viewers those rows are greyed out and say why when you point at them.

Share links

A share link can be limited to one segment. People who open it see the segment as a pill with a lock where the x would be, so they know the view is narrowed and can't turn it off. They can still add filters of their own.

Links and bookmarks

Every filter and segment you turn on is written into the page address. A reload, a bookmark or a copied link opens the same filtered view for anyone with access to the site.

On phones and tablets

Pills get their own row under the top row, and the menu, the value lists and the segment menu open full screen. Phones show a filter symbol in the top row instead of the word Filter. Tablets show the online count and Filter, the same as a computer.

Frequently asked questions

Can I export the filtered view?

Yes. Filter, then Export, or the download icon after the pills, offers Export PDF and Export CSV. Both follow the filters you have on, so you export exactly what's on screen, not the whole site. See Export data and Reports.