Filters and date ranges

Filters let you focus your dashboard on exactly the data that matters. You can set a global date range, add filter rules to narrow by any field, and combine rules with AND/OR logic.

Global date picker

The date picker sits in the dashboard toolbar and controls the time range for every widget on the dashboard.

1. Click the date range button in the toolbar (it shows the currently active range, like "Last 30 days").
2. Choose a preset or set a custom range.
3. All widgets refresh to show data for the selected period.

Presets

Genuics includes presets designed for common analysis patterns:

• Last 24 hours - real-time monitoring for high-volume datasets.
• Last 7 days / Last 30 days - the most common starting points for weekly and monthly reviews.
• Week over week (WoW) - this week compared to the same days last week.
• Month over month (MoM) - this month compared to the same days last month.
• Quarter over quarter (QoQ) - this quarter vs. last quarter.
• Year over year (YoY) - this period vs. the same period last year.

Custom range

If none of the presets fit, pick a custom start and end date. This is useful for analyzing a specific campaign window, event period, or fiscal quarter that doesn't align with calendar boundaries.

Filter panel

For more granular control, open the filter panel from the toolbar.

1. Click the Filter button in the toolbar (funnel icon).
2. Click Add Filter.
3. Choose a field from your dataset (e.g., "Region", "Product", "Score").
4. Choose an operator (equals, not equals, contains, greater than, less than, is empty, etc.).
5. Enter or select the value(s) to filter by.
6. Click Apply. All widgets update to reflect the filter.

You can add as many filter rules as you need. Each additional rule further narrows the data.

Field types and operators

The available operators depend on the field type:

• Text fields - equals, not equals, contains, does not contain, starts with, ends with, is empty, is not empty.
• Numeric fields - equals, not equals, greater than, less than, greater than or equal, less than or equal, between.
• Date fields - before, after, between, is empty.
• List/multi-select fields - includes any of, includes all of, excludes.

Filter groups: AND/OR logic

By default, multiple filter rules are combined with AND logic - data must match all rules. But sometimes you need OR logic.

1. In the filter panel, click Add Group to create a new filter group.
2. Add filter rules inside the group. Rules within a group are combined with the logic you choose (AND or OR).
3. Switch between AND and OR by clicking the logic toggle between rules.

Example: Say you want to see survey responses from either the US or Canada, where the NPS score is below 7.

• Group 1 (OR): Region equals "US" OR Region equals "Canada"
• AND
• Group 2: NPS Score is less than 7

This returns low-scoring responses from North America only.

Dashboard-level vs. widget-level filters

There are two places to set filters, and they serve different purposes:

Dashboard-level filters

These are the filters you set in the toolbar's filter panel. They apply to every widget on the dashboard. Use them for the big picture - "show me only data from Q1" or "show me only the Enterprise segment."

Widget-level (dataset) filters

Each widget can have its own filters, configured in the widget settings panel under Dataset Filters. These apply only to that single widget and stack on top of any dashboard-level filters.

When to use widget-level filters: When one widget on the dashboard should show a different slice of data. For example, you might have a dashboard-wide filter for "US region" but one widget that always shows "Global" data for comparison.

Bookmarkable filters

Every filter you apply is reflected in the page URL. This means you can:

• Bookmark a filtered view to return to it later with one click.
• Share a link with a colleague that opens the dashboard with exactly the same filters applied.
• Use browser history to go back to a previous filter state.

The URL updates automatically as you add, change, or remove filters. You don't need to do anything special - it just works.

Clearing filters

To remove a single filter, click the X next to it in the filter panel or in the active filter chips below the toolbar.

To clear all filters at once, click Clear All in the filter panel. The date range resets to the dashboard's default, and all filter rules are removed.

Next steps

Filters are powerful on their own, but they're even better combined with Click to filter and drilldown - where you can filter your entire dashboard just by clicking on a chart element.