There are several filtering options available with our Advanced Reporting feature to help you breakdown and analyze your data.
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In this article:
Date Range Selection
For all Advanced Reports, you can select from a pre-defined date range by selecting the ellipses (3 dot icon) on the top right of the reports page:
You can also select a specific start and end date using the calendar date picker:
For Revenue Insights, Order Insights, and Enrollments Insights, there is a breakdown menu that gives you the ability to display your Insights data in different ways.
You can adjust the time range by:
You can then break it down further by:
- Product name
- Product type
- Payment type
- New versus repeat customers
- and more!
Every report will also have filter options on the right hand side where you can select or deselect data attributes. You can use the checkboxes to the left of each attribute to make your desired selection and click Apply when you want to apply the filter to your report.
Filters Available by Report
|Product name||Product name||Course name||Course name|
|Product type (course or bundle)||Product type (course or bundle)||Product type (course or bundle)|
|Payment provider (Stripe or PayPal)||Coupon||Percent completed|
|Payment type (one-time payment or subscription)||Payment type (one-time payment or subsscription)||Customer type (new or returning)|
|Customer type (new or returning)||Customer type (new or returning)||Group name|
|Customer email||Customer email||Customer email|
|Affiliate email||Affiliate email|
- Payment plans are currently included within the subscription filters option
- When exporting a report, the Date Range Selection will be applied in the export, however the Filters (available on the right side bar) will not apply to the export
Advanced Reporting is currently in Beta and we are continually making improvements. If you have any feedback or feature requests, please let us know!