Hyros allows you to filter your reports in great detail. Follow this guide to learn how to use report filters to answer different questions about your business.
Filters in the “Sales Details” Tab
The “sales details” tab allows you to see a list of all of your sales/leads/calls and dive into each of them for more deep analysis. If you want to search for a specific group of leads here you can do so.
You can filter by date range, recurring vs first time sales, refunded vs non-refunded, filter by leads with “select tags” and filter by specific products or even group sales into orders:
When you filter by tags, you will see the following options:
OR = Any tag selected
AND = All tags selected
Exclude Selected Tags
NO = Display leads with the tags selected
YES = Display leads without the tags selected
- Search Type – OR + Exclude Selected Tags – OFF (Default Behaviour): It will return leads that have at least one of the entered tags
- Search Type – AND + Exclude Selected Tags – OFF: It will return leads that have all entered tags at the same time. For example, it will only result in customers who bought $product1 and they also purchased $product2, not counting those customers that purchased each of those 2 products individually.
- Search Type – OR + Exclude Selected Tags – ON: It will invert the first example. It will take the complete leads list and discard those that have at least one of the entered tags, listing all the others.
- Search Type – AND + Exclude Selected Tags – ON: It will invert the second example. It will take the complete leads list and discard those that have all entered tags at the same time.