Sitecore Experience Platform

Filter an Experience Analytics report

Abstract

Basic report filtering for marketers and marketing optimization analysts.

In Experience Analytics, marketers and marketing optimization analysts can view a selection of dashboards and reports to gain a quick understanding of patterns and trends in experience analytics data.

You can also apply basic filters, such as by date range or website, as well as show or hide lines and bars in a chart or graph.

To see more data in a report you can use a filter to select a wider date range.

To filter an Experience Analytics report by date range:

  1. In the Experience Analytics dashboard, open a report, for example, Audience Overview.

  2. Click the currently selected date range to open the date range filter dialog box:

    The date range filter for the Audience Overview report
  3. By default, you see one month of data. Use the calendar to select a From date and a To date, or select a predefined time range using the radio buttons. For example, Last 2 quarters.

  4. Click Apply.

    After applying the filter the report displays more data:

    The Audience Overview report for the last 2 quarters
  5. To clear the filter, click Revert to default filter.

Use the website filter list to view data for one website or all sites at the same time.

To filter a report by website:

  1. In the Experience Analytics dashboard, open the report that you want to filter, for example, Audience Overview.

  2. To open the website filter list, click All sites.

    An example site filter menu for a report

    You can view data from all your websites simultaneously or select a single website.

  3. Select the website, for example, www.jumpintotravel.net, and click Apply.

    Now you can only see reports containing experience data from the www.jumpintotravel.net website.

  4. To clear the filter, click Revert to default filter.

You can show or hide the lines in line charts and graphs displayed on the reports. If a report displays multiple metrics this can help you to focus more clearly on specific patterns and trends.

To show or hide lines in a line chart or graph:

  1. In the Experience Analytics dashboard, open the report that you want to filter.

  2. To show or hide data in a chart, click the metric that appears in the report. For example, in the Conversions Overview report, you can show or hide two metrics:

    • Conversions

    • Conversion rate

    The metrics in the Conversions Overview report

You can filter all Experience Analytics reports in this way.