We'll show you here how to use filter and drill in your Grow metrics.

Enabling Filter and Drill on a Metric

Please note that filtering is only enabled for a single report. If you have multiple reports that you want to filter on, first join them into a master report. Filtering will then be available on the master report.

To enable Filter and Drill for a specific metric, click “Edit Metric” and expand the “Filterable Columns” section. Choose the columns that you would like to make available for a person to filter in the metric’s Expanded View. 

NOTE: The columns that you select in the “Filterable Columns” section will be the only available columns in the Drill Table. So if you want to see more columns when drilling, select more columns under this header.

Using Filter and Drill in Expanded View

To use filtering in Expanded View, expand the metric from your dashboard, then click the column you’d like to apply filters on. You can then select the operator you’d like to use and enter the values to filter. If that column is a date column, you can check the "Treat as Date" checkbox before choosing the operator and filter value.

For date columns: The “Exactly," "Before," or "After” operators allow you to define custom dates you’d like to filter.

For non-date columns: The operators “Equals” or “Does Not Equal” allow you to select multiple values from a list. Any other operator will require you to manually enter a value.

To drill into the data, click a data point on the metric when it is in Expanded View. This will show you more detail about the data point you selected. The drilled data view will account for any filters that you applied in Expanded View.

Want more details on how filter and drill works? Check out this article.

Questions about using filter and drill in Grow? Email us at support@grow.com or chat in on the site.

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