Filters

Filtering is one of the most important tools in reportlab. It allows you to control what data appears on the dashboard based on criteria such as time period, location, provider, service type, or client group.

Filtering helps you tailor each dashboard to the specific question you are trying to answer.

Common Filter Types

• Date Range: Select a specific timeframe (e.g., last 30 days, previous year, quarter-to-date).

• Location or Region: Focus the data on one or multiple business units.

• Provider or Staff Member: Compare performance across team members.

• Service or Item Type: Understand which services or products drive key metrics.

• Client Segment: Explore new vs returning clients or specific customer groups.

Why Filtering Matters

Filtering allows you to:

• Narrow the dashboard to the exact context you need

• Avoid misinterpretation caused by irrelevant data

• Compare groups or locations accurately

• Explore how performance differs across time or segments

Filter Best Practices

• Apply filters one at a time to see how each affects the results

• Reset filters before reviewing a new section or question

• Use consistent filters across dashboards when comparing performance

• Double-check date ranges, as they impact nearly every metric