# Customize analytics with filters

On the **Analytics** page, you can refine billing data using filters to focus on the information that matters most to you. 

You can select a time period, granularity, and group data across various dimensions. The Analytics chart displays a visual summary of your top 10 entities based on your selected grouping. All remaining entities are automatically combined under a single category called Others / Unmatched to maintain a clean and readable view. You can group your data by different dimensions, including Agreement, Asset, Buyer, Client, Document type, and more. 

When you export your data to Excel, the file will include all the data that you filtered on the screen. Additionally, you can also select a target currency for your financial reporting. The system automatically applies current exchange rates to convert your data, and a note at the bottom of the page will confirm when a currency conversion has been applied.

### Customizing analytics with filters

To customize the data in Analytics:

1. Go to **Billing** > **Analytics**.

<figure><img src="https://1674205915-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZ5DNbniz33mXCZoO62Rm%2Fuploads%2FoVWa8ObkMekLzxi8mzpf%2Fimage.png?alt=media&#x26;token=75344e0e-ae49-4d59-afbd-c54c8404568c" alt=""><figcaption><p>The Analytics page within SoftwareOne Marketplace.</p></figcaption></figure>

2. In the **Filters** sidebar, apply the following customization as necessary:
   1. **Date range** - Choose a specific period to define the reporting timeframe.
   2. **Granularity** - Adjust how the data is grouped over time. You can choose **Daily**, **Monthly**, or **Yearly**.
      * **Daily** - Displays data for each day.
      * **Monthly** - Displays totals grouped by month.
      * **Yearly** - Displays totals grouped by year.
   3. **Group by** - Organize data by a specific category. You can choose one primary grouping category. For example, to group by vendor, select **Vendor** and choose all the vendors you want to include.&#x20;
   4. **Filter by** - Choose specific entities within categories. You can select multiple filters for more refined results.
   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. **Variable -** Select **Sale price** to view your standard billing charges.
   7. **Currency** - Select the currency in which you want to view billing values. For more details, see [Currency selection and conversion](https://docs.platform.softwareone.com/modules-and-features/billing/analytics/..#currency-selection-and-conversion).
3. Select **Show results**.&#x20;

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](https://docs.platform.softwareone.com/modules-and-features/billing/analytics/export-billing-data).