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Filters

The filter sidebar on the left side of every report applies its values to chart, KPIs and table simultaneously. The same filter set is available across every sales, customer, product and stock report (some reports add their own on top).

FilterTypeWhat it does
Sales channelMulti-selectRestrict to orders / customers tied to chosen channels
Order stateMulti-selectE.g. only paid + completed, exclude cancelled
Payment methodMulti-selectE.g. only credit-card + PayPal
Shipping methodMulti-selectE.g. only courier shipments
Customer groupMulti-selectE.g. B2B vs B2C
CountryMulti-selectBilling or shipping (toggle below)
RegionMulti-selectBilling or shipping
Address sourceToggleWhether geo filters / reports use billing or shipping address
ManufacturerMulti-selectAcross catalogue
CategoryTree-pickRoll-up across category tree path
ProductMulti-selectRestrict by specific products (or variants)
CouponMulti-selectRestrict to orders with these coupon codes
SearchFree textSee below

The single search field matches across four columns at once:

  • Customer name (first + last)
  • Customer e-mail
  • Order number
  • Product number (SKU)

Search is case-insensitive substring. Use it to look up a specific customer or order quickly without setting individual filters.

All filters AND together. There’s no UI for OR / NOT logic — if you need to compare two segments, save them as separate profiles and switch.

The filter sidebar updates the chart / KPI / table as you change values (no manual “apply” button). For high-cardinality multi-selects (e.g. picking 50 manufacturers individually) the update is debounced.

Some reports add filters that only make sense in their context:

  • Margins — margin % threshold, “include products without purchase price”
  • Cross-sell pairs — minimum support / confidence / lift
  • Dead stock — minimum stock to flag, exclude products created in range
  • Customer overview — guest orders toggle

These appear in the same sidebar, below the standard set.

Filter state is part of profiles. Saving a profile saves the current filter values; loading a profile applies them. Filter state is also persisted in the URL when you share a link.

The order of precedence on page load:

  1. URL parameters (highest)
  2. Loaded profile
  3. Configuration defaults
  4. Empty (lowest)