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Filters and saved views

Dashboard filters help you answer focused questions without leaving the property dashboard. Click values in widgets, or use the filter controls in the toolbar, to narrow the data.

The filter button in the toolbar shows how many filters are active. Open it to review the current filters, remove individual values, or clear everything at once.

Active dashboard filters in the toolbar popover

Filter modes​

Nexly has two filter modes: Cohort and Strict. Switch between them from the same filter popover.

Choosing between Strict and Cohort filter modes

Use Cohort mode when you want to define an audience, then see how that audience behaves across the rest of the dashboard.

Example: select visitors from the United States and Canada who visited /pricing, then inspect their acquisition sources, devices, custom events, and top pages.

Use Strict mode when you want every widget to show only the exact intersection of selected values.

Example: show only traffic that is United States, Safari, and Organic Search at the same time.

Clicking widget values​

Many rows and chart values can be clicked:

  • Countries, regions, and cities.
  • Pages.
  • Browsers, operating systems, devices, and SDK clients.
  • Acquisition channels, sources, campaigns, and UTM values.
  • Custom events and custom property values.

Click once to add a filter. Click again to remove it.

How Cohort mode feels​

In Cohort mode, the widget where you are building the filter stays broad enough to add more values. Other widgets update to describe the selected cohort.

For example, if you filter by country, the countries widget can still show other countries so you can add or remove them. The pages and acquisition widgets update to show what the selected visitors did.

How Strict mode feels​

In Strict mode, every widget applies every selected filter. This is useful when you need an exact slice and do not want the source widget to stay broad.

Strict mode is often best for audits, exports, and precise follow-up questions.

Saved views​

Saved views store the current dashboard state:

  • Date range.
  • Comparison settings.
  • Filters and filter mode.
  • Widget tabs and sorting.
  • Selected metric where supported.

Use personal views for your own workflow. Use team views when the same view should be available to teammates.

Default views​

If your team frequently starts from the same dashboard state, set a saved view as the default view for the property. New visits to the property dashboard will open with that state applied.