> For the complete documentation index, see [llms.txt](https://docs.platform.softwareone.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.platform.softwareone.com/modules-and-features/billing/analytics/customize-analytics-using-filters.md).

# Customize analytics using filters

Use filters to customize Analytics.

On the **Analytics** page, you can use filters to focus on specific information.

You can select a time period, granularity, and grouping dimensions to adjust how data is displayed. You can group data by dimensions such as Agreement, Asset, Buyer, Client, and Document type. 

When grouping is applied, the chart shows the top 10 entities based on the selected grouping. All remaining entities are combined into a single category called **Others / Unmatched**.

### Customize analytics using filters

To customize the data in Analytics:

1. Go to **Billing** > **Analytics**.
2. In the **Filters** sidebar, apply the following customization as necessary:
   1. **Date range** – Select a relative or custom period to define the timeframe. 
   2. **Granularity** – Adjust how the data is grouped over time. You can choose **Daily**, **Monthly**, or **Yearly**.
      * **Daily** – Shows data for each day.
      * **Monthly** – Shows data grouped by month.
      * **Yearly** – Displays totals grouped by year.
   3. **Group by** – Choose one primary category to group the data. For example, to group by vendor, select **Vendor**, then choose specific vendors you want to include. 
   4. **Filter by** – Select the required filters and entities within categories. You can apply multiple filters at the same time.
   5. **Filter conditions** - Select the desired **And** or **OR** operator.
      * **And** – If you select this operator, the results are displayed only if all conditions are met.
      * **Or** – If you select this operator, only one condition needs to be met for the results to be displayed.
   6. **Currency** – Select the currency in which you want to view billing data. 
3. Select **Show results**. 

After applying filters, both the visual chart and the table reflect your customized view. If you want to download your data, use the **Export** option. For more details, see [Export billing data](/modules-and-features/billing/analytics/export-billing-data.md).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.platform.softwareone.com/modules-and-features/billing/analytics/customize-analytics-using-filters.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.