> ## 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.

# Using the Filters

> Filters make it simple to customize the view and get exactly what you need from your reports. This help guide provides steps on how property managers can filter results so you can focus only on the information that’s relevant to your goals.

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**.

<Tip>
  You can combine filters (e.g., Date Range + Portfolio + Owner) for more precise results.
</Tip>

### **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:

<Frame>
  <img src="https://mintcdn.com/latchel-81/N494_RgkJw3nniXs/images/AnalyticsFilter.png?fit=max&auto=format&n=N494_RgkJw3nniXs&q=85&s=ac6af259bd5fc4cd8f14cea3fcbdea28" alt="Analytics Filter" width="749" height="715" data-path="images/AnalyticsFilter.png" />
</Frame>

Depending on the date range you selected, the data will refresh to reflect your selected timeframe.

<Frame>
  <img src="https://mintcdn.com/latchel-81/GSDw3EED3pagF1PV/images/LatchelAnalytics1.png?fit=max&auto=format&n=GSDw3EED3pagF1PV&q=85&s=3be5286caaf404533d45df17fad4d279" alt="Latchel Analytics1" width="1445" height="687" data-path="images/LatchelAnalytics1.png" />
</Frame>

### **Filtering by Portfolio**

Click the **Portfolio filter**. Then, **select one or more portfolios** from the list.

<Frame>
  <img src="https://mintcdn.com/latchel-81/GSDw3EED3pagF1PV/images/LatchelAnalyticsPortfolio1.jpg?fit=max&auto=format&n=GSDw3EED3pagF1PV&q=85&s=d340ef813272ac4abb7590b82d8ad995" alt="Latchel Analytics Portfolio1" width="1582" height="792" data-path="images/LatchelAnalyticsPortfolio1.jpg" />
</Frame>

Results will automatically adjust to show data only for the chosen portfolio(s).

### **Filtering by Owner**

Click the **Owner filter**. Choose the **owner’s name** from the list.

<Frame>
  <img src="https://mintcdn.com/latchel-81/vFvEPvGDVcOqK7PJ/images/image-02-20-2026_03_54_PM.png?fit=max&auto=format&n=vFvEPvGDVcOqK7PJ&q=85&s=4ac2b9d781321509db65fab011a16e88" alt="Image 02 20 2026 03 54 PM" width="1601" height="865" data-path="images/image-02-20-2026_03_54_PM.png" />
</Frame>

Analytics will update to display results specific to that owner.

### **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.

<Frame>
  <img src="https://mintcdn.com/latchel-81/GSDw3EED3pagF1PV/images/Screenshot-2026-02-20-160211-02-20-2026_06_31_PM.png?fit=max&auto=format&n=GSDw3EED3pagF1PV&q=85&s=8acdd031d8837d0fe8273d345c913fad" alt="Screenshot 2026 02 20 160211 02 20 2026 06 31 PM" width="1594" height="873" data-path="images/Screenshot-2026-02-20-160211-02-20-2026_06_31_PM.png" />
</Frame>

Then, select for the components you would like to reflect on your summary page.

<Frame>
  <img src="https://mintcdn.com/latchel-81/vFvEPvGDVcOqK7PJ/images/image-02-20-2026_04_37_PM-02-20-2026_04_39_PM.png?fit=max&auto=format&n=vFvEPvGDVcOqK7PJ&q=85&s=b747ae9042463668b69423bcdfafa3b6" alt="Image 02 20 2026 04 37 PM 02 20 2026 04 39 PM" width="870" height="938" data-path="images/image-02-20-2026_04_37_PM-02-20-2026_04_39_PM.png" />
</Frame>

In the example below, **Median Hours to Schedule Appointment** is selected. Notice that **new sets of Filters** appear on the screen which you can also customize to view the data you need.

<Frame>
  <img src="https://mintcdn.com/latchel-81/GSDw3EED3pagF1PV/images/Latchel-Analytics-%E2%80%BA-Work-Order-Metrics-02-20-2026_06_28_PM.png?fit=max&auto=format&n=GSDw3EED3pagF1PV&q=85&s=1646ddd7eb1423cc5c299d2a353a9b48" alt="Latchel Analytics › Work Order Metrics 02 20 2026 06 28 PM" width="1944" height="794" data-path="images/Latchel-Analytics-›-Work-Order-Metrics-02-20-2026_06_28_PM.png" />
</Frame>

### **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.

<Frame>
  <img src="https://mintcdn.com/latchel-81/vFvEPvGDVcOqK7PJ/images/image-02-20-2026_06_16_PM.png?fit=max&auto=format&n=vFvEPvGDVcOqK7PJ&q=85&s=393e134adad7b8392a4a65d40af05102" alt="Image 02 20 2026 06 16 PM" width="1474" height="664" data-path="images/image-02-20-2026_06_16_PM.png" />
</Frame>

Click **Sort**, then select your preferred sorting option for the report.

<Frame>
  <img src="https://mintcdn.com/latchel-81/N494_RgkJw3nniXs/images/Desktop-screenshot-02-20-2026_06_25_PM.png?fit=max&auto=format&n=N494_RgkJw3nniXs&q=85&s=c992f6a648b34c4d01fa839f800b1171" alt="Desktop Screenshot 02 20 2026 06 25 PM" width="1505" height="652" data-path="images/Desktop-screenshot-02-20-2026_06_25_PM.png" />
</Frame>

<Tip>
  Changing the metric component, in addition to using the Filter and Sort options in Latchel Analytics, will display the benchmark for your reports.
</Tip>
