How to Use Advanced Filters

Advanced filters narrow a report down to the orders that match rules you set. For example, you can keep only orders over a certain amount, orders with any discount, or orders from one UTM campaign.

You set them with the Filters button, next to Segment and Sales Channel at the top of the report. It appears on reports built from your orders, such as Total Sales, Products Sold and Cohort Retention, when advanced filters are part of your subscription. The 3 controls work together:

• Segment limits the report to the customers in a saved segment.
• Sales Channel limits it to one channel, such as your online store or point of sale.
• Filters limits it to the orders that match your rules, on top of the other two.

Steps

1. Click Filters.
2. In the first rule, pick a field.
3. Pick how to compare it.
4. Enter or choose a value. For example: Total discounts, >, 0 keeps only orders with a discount.
5. To add another rule, click + Rule.
6. Click Apply filters.

Rules start out joined by AND, so every one must match. Change the AND dropdown to OR to match any one of them instead.

To mix the two, click + Group. A new group holds 1 rule and starts as OR. Use the group’s own + Rule to add more rules to it.

For example, put UTM source is google OR UTM source is facebook inside a group, and keep Financial status is paid outside it. A group can’t hold another group.

To remove a rule, click the ✕ at the end of its row. Clear all resets the dialog to one empty rule, and Cancel closes it without changing anything. Nothing changes on the report until you click Apply filters.

Fields and Comparisons

The dialog lists every field in one list. Grouped here to make them easier to find, they are:

• Amounts: Total price, Total line items, Total discounts, Total shipping, Total tax, Net sales
• Items: Total item quantity, Purchased product, Purchased variant
• The order: Financial status, Fulfillment status, Source, Payment method, Discount code, Order tags, Order was edited, Paid-in currency
• Customer and address: Email, Shipping city, Shipping province/state, Shipping country, Billing address matches shipping
• Marketing: UTM source, UTM medium, UTM campaign

How you can compare depends on the field:

• Amounts take is, <, <=, > and >=. Total item quantity also takes is not, and needs a whole number, such as 3.
• The is one of and is none of comparisons match any of several values. They work on Financial status, Fulfillment status, Source, Payment method, Discount code, Order tags, Paid-in currency, Purchased product and Purchased variant.
• Payment method also takes only includes, for orders paid with that one method and no other.
• Email takes is, is not, contains and matches (regex).
• The UTM and shipping fields, and the two Yes/No fields (Billing address matches shipping and Order was edited), take is and is not.

Discount code matches the codes you name. To find orders with any discount, use Total discounts > 0.

What Happens Next

The report reloads with only the matching orders. The Filters button turns solid, and a label next to it lists your rules, such as Total price: more than $33 · Purchased Product: 5038922006664. On most reports, the same words appear under the report’s title.

The label’s field names can differ slightly from the dialog’s.

In the label:

• Each rule reads Field: condition, and rules that must all match are joined with ` · `.
• Amounts use your store’s currency, and a country shows by its full name.
• A product or variant shows by name. Its ID shows first while the name loads, and stays if there is no name for it.
• A rule with more than 3 values lists the first 3 and the count of the rest, such as a, b, c or 2 more.
• A group shows in brackets, such as (Match any of: a · b). If the top level is set to OR, the whole label starts with Match any of:.

Three reports word the label differently: Orders Fulfillment Status, Product Journey and Sales by Shipping Destination. They show your rules with symbols such as >= and with product IDs instead of names. The P&L shows Filters applied and doesn’t list the rules.

Click the ✕ on the label to remove all the filters at once.

The filters are saved in the page’s link, so a bookmark or a shared link keeps them. If a link holds a rule the dialog can’t read, the dialog names it as left out, and Apply filters removes it.

Export CSV uses the filters. A new export you set up with Schedule Export from the filtered report starts with them too, shown on an Advanced Filter chip. Schedules you already have keep their own settings.

Filters on Dashboards

Pin to Dashboard on a filtered report saves its filters on the new card. To change a card’s filters later, open the card’s menu and choose Edit filters…, or Add filters… if it has none. Those filters apply to that card only, and the card shows them on a chip worded like the report’s label.

A comparison can have its own filters too: see How to Choose a Date Range. To limit a report to a saved group of customers instead, see How to Create a Custom Segment.