Filtering and Customizing Your Dashboard View

🎯 Why Use Filters?

Filters help you:

• Focus on individual creator performance

• Analyze specific employees or AI personas

• Compare different time periods

• Generate targeted reports

🔍 Available Filters

The dashboard offers four main filter controls in the top navigation:

👤 Filtering by Creator

If your agency manages multiple creators, you can view stats for each one individually.

How to Filter

1. Click "Select creators" in the top bar

2. Choose one or more creators from the dropdown

3. Dashboard updates to show only their data

4. Selected creators appear as tags (e.g., "Stephie ✕")

Clearing Creator Filters

• Click the ✕ next to a creator tag to remove them

• Or click "Select creators" and deselect all

What Changes

When you filter by creator:

• Global Statistics show only that creator's numbers

• Employee list shows who worked on that creator

• Charts display creator-specific performance

• Revenue History filters to that creator's transactions

👥 Filtering by Employee

Focus on specific team members or AI personas.

How to Filter

1. Click "Select employees" in the top bar

2. Choose one or more employees from the dropdown

3. Dashboard updates to show only their performance

4. Selected employees appear as tags (e.g., "AI - Stephie ✕")

Filtering by Role

Use the sidebar tabs for quick role filtering:

Combining Filters

You can combine creator and employee filters:

• Select a creator AND an employee

• See how that specific employee performed for that creator

📅 Filtering by Date Range

Analyze performance over any time period.

How to Set Date Range

1. Click the date range button (e.g., "08 Nov 2025 — 08 Dec 2025")

2. Select your start and end dates

3. Dashboard updates with data from that period

Common Date Ranges

What Changes

Date range affects:

• All statistics and totals

• Earnings Performance chart

• Revenue History

• Shift History

💵 Net vs Gross Toggle

Switch between viewing net earnings (after fees) or gross earnings (before fees).

How to Toggle

Click "Net" in the top right corner to switch between:

• Net – Earnings after platform fees

• Gross – Total earnings before fees

When to Use Each

🔎 Searching Employees

Use the search bar to quickly find team members:

1. Click the "Search employees..." field in the sidebar

2. Type a name or partial match

3. Results filter in real-time

📊 Combining Multiple Filters

For detailed analysis, combine filters:

Example 1: Single Creator, Last Week

• Select creator: "Stephie"

• Date range: Last 7 days

• View: All employees

Result: See all activity for Stephie in the past week.

Example 2: AI Performance Comparison

• Select employees: "AI - Luisa", "AI - Stephie"

• Date range: Last 30 days

• View: Net earnings

Result: Compare two AI personas over the past month.

Example 3: Human Team Only

• Click "Member" tab in sidebar

• Date range: Current month

• View: Net earnings

Result: See only human employee performance this month.

🔄 Resetting Filters

To clear all filters and return to the default view:

1. Remove all creator tags (click ✕)

2. Remove all employee tags (click ✕)

3. Click "All" tab in the sidebar

4. Reset date range to desired default

💡 Pro Tips

• Compare periods: Use date ranges to compare week-over-week

• Isolate variables: Filter to one creator when analyzing employee performance

• Check AI separately: Use the AI tab to see automation performance alone

• Export filtered data: Filtered views can be used for targeted reports

⚠️ Filter Behavior Notes

• Filters persist until you clear them

• Some metrics may show zero if no data exists for the filter

• Combining too many filters may result in empty views

• Always check which filters are active if data looks unexpected