---
title: Using Your Analytics Dashboard
description: Get the most out of your dashboard with the ability to filter or export data
---

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# Using Your Analytics Dashboard

## Get the most out of your dashboard with the ability to filter or export data

Note: **You must be logged in via analytics.inspirenw.com to use this functionality** (look for your initials in the upper right corner). 

![image-png-Apr-16-2021-05-56-17-97-PM](https://supportdocs.inspirenw.com/hs-fs/hubfs/Knowledge%20Base/image-png-Apr-16-2021-05-56-17-97-PM.png?width=338&height=106&name=image-png-Apr-16-2021-05-56-17-97-PM.png)

### Table of Contents

- **[Filtering](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#dynamicfiltering)** 
    - [**Filtering a Graph**](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#filter-graph)
    - [**Filtering a Table**](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#filter-table)
- **Exporting** 
    - **[Dashboard Exporting](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#dashboardexport)**
    - **[Metric Exporting](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#metricexporting)**

- **Show Me Please! (video demonstrations)** 
    - **[Quick Export to Excel](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#showme_exportfromdashboard)**
    - **[Filtering a Graph with Export](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#showme_filteragraph)**
    - **[Filtering a Table with Export](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#showme_filteratable)**
    - **[Exporting a Dashboard](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#showme_dashboardexporting)**

### Filtering

[Return to Top](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#tableofcontents)

Reports can be filtered to provide different views of available data (including metrics like graphs or single values). 

#### Filtering a Graph

[Return to Top](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#tableofcontents)

1. To filter a graph, click on it. It will open in a larger window.   
   ![](https://supportdocs.inspirenw.com/hubfs/image-png-Jan-14-2022-04-49-53-86-PM.png)
2. You can click on the graph to drill in to more detail. For example, clicking the red section on the first bar will show the orders placed by Location 2 in Jan '21. ![](https://supportdocs.inspirenw.com/hubfs/bar%20graph%20filtering-jpg.jpeg)
3. You can export the data at any time by clicking the link "Export Table Data"![](https://supportdocs.inspirenw.com/hubfs/export%20table%20data-jpg.jpeg)

#### Filtering a Table

[Return to Top](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#tableofcontents)

1. Tables are opened by hovering over the metric - click the arrows that appear in the header.  
   ![](https://supportdocs.inspirenw.com/hubfs/open%20a%20metric-jpg.jpeg)
2. Filters are available from the left sidebar. You can change the date range by selecting an option from the drop down. ![](https://supportdocs.inspirenw.com/hubfs/image-png-Jan-14-2022-05-00-39-32-PM.png)
3. You can also filter by making selections from the items shown under "FILTER". For example, you could filter the list of open orders to only show items with "L500" in the item code. 
   
   ![](https://supportdocs.inspirenw.com/hubfs/l500%20filter-jpg.jpeg)

**Here is a closer look at using the filters:**  
Example: Only show orders with a total price over $1000

1. Click Total Price on the left sidebar![](https://supportdocs.inspirenw.com/hs-fs/hubfs/total%20price-jpg.jpeg?width=280&name=total%20price-jpg.jpeg)
2. Choose an operator. In this example, we will use greater than![](https://supportdocs.inspirenw.com/hs-fs/hubfs/greater%20than-jpg.jpeg?width=346&name=greater%20than-jpg.jpeg)
3. Enter a value. In this example, 1000 (don't add the $)
4. Click Apply  
   ![](https://supportdocs.inspirenw.com/hubfs/add%201000%20and%20apply-jpg.jpeg)
5. You're all done! The report will now show orders with a total price over $1000

 

[Return to Top](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#tableofcontents)

#### Metric Filtering in Action

 

**Filtering a Graph with Export**

<iframe data-hsv-src="https://play-na2.hubspotvideo.com/v/4833767/id/63927770770" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="63927770770" data-hsv-style="" data-hsv-width="688" data-hsv-height="306" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

**Filtering a Table with Export**

<iframe data-hsv-src="https://play-na2.hubspotvideo.com/v/4833767/id/63927754378" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="63927754378" data-hsv-style="" data-hsv-width="688" data-hsv-height="306" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

[Return to Top](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#tableofcontents)

### Exporting

[Dashboard Exporting](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#dashboardexport)

[Metric Exporting](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#metricexporting)

[Return to Top](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#tableofcontents)

 

 

### Dashboard Exporting

[Return to Top](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#tableofcontents)

An entire dashboard can be exported into PDF format. 

1. In the upper right, click the three dots.   
   ![](https://supportdocs.inspirenw.com/hubfs/menu-jpg.jpeg)
2. Click "Generate PDF"   
   ![](https://supportdocs.inspirenw.com/hubfs/image-png-Apr-06-2021-06-45-37-36-PM.png)

You will receive a email containing the PDF export. 

[Return to Top](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#tableofcontents)

 

#### Dashboard Exporting in Action

<iframe data-hsv-src="https://play-na2.hubspotvideo.com/v/4833767/id/63926842456" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="63926842456" data-hsv-style="" data-hsv-width="688" data-hsv-height="306" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

[Return to Top](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#tableofcontents)

### Metric Exporting

[Return to Top](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#tableofcontents)

A metric (including graphs) can be quickly exported from the main dashboard. 

- Hover over a metric you would like to export until you see three white dots.

*Note: These are not the same three dots that are always visible in the upper right of the dashboard* 

*![](https://supportdocs.inspirenw.com/hubfs/export%20button-jpg.jpeg)*

- Click the three dots and select "Export Raw Data"

![](https://supportdocs.inspirenw.com/hubfs/export%20raw%20data%202-jpg.jpeg)

You will receive an email containing the report (in CSV format)   
![](https://supportdocs.inspirenw.com/hubfs/image-png-Apr-06-2021-07-03-07-90-PM.png)  
[Return to Top](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#tableofcontents)

#### Metric Export in Action

<iframe data-hsv-src="https://play-na2.hubspotvideo.com/v/4833767/id/63933592193" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="63933592193" data-hsv-style="" data-hsv-width="688" data-hsv-height="306" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

[Return to Top](https://supportdocs.inspirenw.com/knowledge/using-your-custom-dashboard#tableofcontents)

 

- [References](https://supportdocs.inspirenw.com/knowledge/references?hsLang=en#main-content)

    - [Grow](https://supportdocs.inspirenw.com/knowledge/references?hsLang=en#grow)

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