Filters allow you to narrow down your analytics results to focus only on the information that matters most. In Latchel Analytics, you can filter data in three ways: Date Range, Portfolio, and Owner.Documentation Index
Fetch the complete documentation index at: https://help.latchel.com/llms.txt
Use this file to discover all available pages before exploring further.
Filtering by Date Range
Go to the Date Range filter in your Analytics view. By default, it is set to Auto date range. Filtering by date gives you the option to click on the Start Date, and End Date. In addition, you can also customize the date range by selecting:- Fixed
- Today
- Yesterday
- This month
- Last # days
- Advanced: This option will ask you to enter a start and end date but with even more complex date range configuration as shown below:
Filtering by Portfolio
Click the Portfolio filter. Then, select one or more portfolios from the list.
Filtering by Owner
Click the Owner filter. Choose the owner’s name from the list.
Change Metric Components
Each key metric tile on the dashboard has its own filter option. By clicking the filter, you can change the metric components that will show on your summary page. There are 68 components you can choose from. Hover over or click the filter icon on a metric tile.
Sorting
You can also sort your metric to display the benchmark for your reports. Hover over the upper-left corner of the metric until the Sort option appears.
