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.