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Using the Insights dashboard
Using the Insights dashboard

Learn how to get full value from insights dashboards

Rainar Essenson avatar
Written by Rainar Essenson
Updated over a week ago

Katana Insights is a modern dashboarding feature that offers flexibility to filter, sort, and analyze data. We've combined a list to help you explore all the possibilities and to get valuable insights into your business.

Here are some short guides:

Searching and applying filters

  1. Each report tab contains filters on the left that affect the entire report. You can apply a filter on multiple fields at the same time.

    NOTE: Each filter applies to that specific report tab only, you can't apply a filter to one report tab and have it apply to another.

  2. Search in the textbox by typing and then select a value from the dropdown.

  3. You can add multiple values to your filter selection and remove them by clicking on the x on the filtered selection.

Setting default filters on a dashboard

You can save filters so that whenever you come back for insights, it will always open the dashboard with relevant filters.

  1. Set a filter on a report

  2. Click Set as default filter to save your filter selection

  3. Click Restore default filters to return to previously set filters.

Looking to return to the filters? 👉 Empty all filter values and set it as default to return to the original filter set.

Changing a dashboard's date range

  1. Each tab has a date filter at the top, allowing you to filter the report.

  2. Click on the time period filter to change it to another period or set a custom range.

Interacting with charts and applying a dashboard cross-filter

  1. Each graph offers flexibility to apply a cross-filter for further analysis on the dashboard. This means that you can select, click, and drag each graph or table, which applies a filter to the rest of the report.

  2. For example, if you want to see a certain period in sales.

  3. Select and drag this certain area on the graph.

  4. The rest of the dashboard will then cross-filter to show data for this selected period.

  5. This offers a way to apply a filter to tables, bar charts etc. Choose Clear filter to clear the filter if you're no longer using it.

Clearing filters and returning to default

If you find yourself in a situation where you've applied too many filters and want a restart, simply reload the tab, and it will reset back to the default state. You can also clear the filters individually:

  1. In the Filter field, remove filters by clicking the x next to each selection.

  2. To clear cross-filtered elements click Clear filter.

Setting sales details to daily or monthly and changing the chart category

On some charts, you can change the level of detail on them. For example, you can view a graph on a daily, weekly, monthly, or quarterly level, or you can view a bar chart by channel or shipping location.

  1. To change the category, click on the dropdown to find options.

  2. Choose a time period.

  3. The graph will reload to show data based on your choice.

Creating pivot tables and adding more details to a table

Detailed tables allow you to open further details as pivot tables. For example, you see what products a customer bought or see sales by product categories.

  1. Choose a table and use the dropdown menu.

  2. Here you can choose extra fields in the pivot table. For example Item category, Item, and Customer.

  3. This will add the selected fields to the pivot table.

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