Filters

Slice and dice your data with powerful filtering

Adalysis has a powerful system of filters that can help you to slice and dice your data. Look out for them throughout the platform, as well as on the Accounts overview. You can customize all the filters in Adalysis or build your own.

Customizing filters

Load the filter you’d like to edit and update the criteria. Click Apply to update your search results.

Alternatively, click Save to update the criteria for future searches. Customized filters show an icon next to the name. To revert back to the default settings, simply click Reset to default.

Building new filters

You can easily create custom filters and alerts to track more conditions:

1. Go to Filters > Create filter.

2. Set your criteria.

3. Select the time range you want to analyze data for.

4. Enter a name for your filter. To receive custom alerts, check Enable alerts. You can also choose multiple accounts to save your filter in.

Your new filter will now appear in the Filters list for the Adalysis section where you created it. Simply scroll down to Your filters at the end of the list.

Accounts overview filters

On the Accounts overview screen, you can also filter your list of linked accounts. For example, you can filter for accounts that have a specific alert.