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).
Standard filters
Section titled “Standard filters”| Filter | Type | What it does |
|---|---|---|
| Sales channel | Multi-select | Restrict to orders / customers tied to chosen channels |
| Order state | Multi-select | E.g. only paid + completed, exclude cancelled |
| Payment method | Multi-select | E.g. only credit-card + PayPal |
| Shipping method | Multi-select | E.g. only courier shipments |
| Customer group | Multi-select | E.g. B2B vs B2C |
| Country | Multi-select | Billing or shipping (toggle below) |
| Region | Multi-select | Billing or shipping |
| Address source | Toggle | Whether geo filters / reports use billing or shipping address |
| Manufacturer | Multi-select | Across catalogue |
| Category | Tree-pick | Roll-up across category tree path |
| Product | Multi-select | Restrict by specific products (or variants) |
| Coupon | Multi-select | Restrict to orders with these coupon codes |
| Search | Free text | See below |
Free-text search
Section titled “Free-text search”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.
Combining filters
Section titled “Combining 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.
Report-specific filters
Section titled “Report-specific filters”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 persistence
Section titled “Filter persistence”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:
- URL parameters (highest)
- Loaded profile
- Configuration defaults
- Empty (lowest)
Tips & gotchas
Section titled “Tips & gotchas”Related
Section titled “Related”- Profiles — save filter combinations
- Reports overview — where the sidebar sits
- Configuration — set defaults