Dashboards

Tutorial: How Do I Amend My Own Saved Dashboard Filters?

 

This tutorial is interactive. To move to the next step, please follow the prompts showing you where to click, or use the < and > arrows along the bottom.

 

17 STEPS

1. This tutorial will teach you how to Amend your own filters. These are filters you have created yourself.

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2. Click the filter Pill.

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3. This will open up the filter panel on the right side of the page.

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4. If you have access to Enterprise data you will see an Enterprise tab at the top. This will show you the Enterprise filters currently added.

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5. Click Market.

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6. You will now see the Market filters you have applied to your dashboard. If you are a Market only customer, this is the only tab you will see.

You can add or remove these existing filters.

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7. Click into Retailers.

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8. Use the Search bar to find a retailer you want to add.

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9. Click H&M.

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10. This will then update the Retailer condition.

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11. If you want to add a new condition, click the Add condition button.

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12. For this example click Gender.

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13. Click Select Gender.

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14. Select Women.

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15. Click Apply to update the data in your dashboard.

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16. Click Save Changes to update your saved filter.

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17. Click Save Changes.

You have now completed the tutorial.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2537717/Dashboards---Amending-Your-Own-Saved-Filters