--- title: How Do I Use Insights Filters? description: Applying filters allows you to see the data that is most important to you. You can filter by team members, date range, lead source, estimate status, etc.  --- [Skip to content](https://support.jobnimbus.com/how-do-i-use-insights-filters#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. [Reports](https://support.jobnimbus.com/reports?hsLang=en) 3. [Insights](https://support.jobnimbus.com/reports?hsLang=en#insights) # How Do I Use Insights Filters? ## Applying filters allows you to see the data that is most important to you. You can filter by team members, date range, lead source, estimate status, etc.  #### On This Page - [Overview Video](https://support.jobnimbus.com/how-do-i-use-insights-filters#overview-vid) - [Insights Filters](https://support.jobnimbus.com/how-do-i-use-insights-filters#Insights-filters) - [Types of Filters](https://support.jobnimbus.com/how-do-i-use-insights-filters#types) - [Applying Filters](https://support.jobnimbus.com/how-do-i-use-insights-filters#Applying-Filters) --- #### Overview Video --- ### Insights Filters - To use filters for Insights, first navigate to the **Insights tab** on your JobNimbus navigation. - Then, select the **Filters menu** on the right-hand side if it is not already expanded. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Jun-06-2025-06-21-34-8563-PM.png?width=369&height=222&name=image-png-Jun-06-2025-06-21-34-8563-PM.png) - This will show you the Filters currently applied to your Insights data. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Jun-06-2025-06-23-18-3725-PM.png?width=670&height=249&name=image-png-Jun-06-2025-06-23-18-3725-PM.png) --- ### Types of Filters #### **Global Filters** - **Global Filters** are filters that will reflect on *all Dashboards* in Insights. For instance, if we apply a Global Filter for Estimate Status, *it will remain in effect even if we switch to a different Dashboard.* This means that the filter will be appliedconsistently across *all Dashboards*. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Jun-06-2025-06-51-06-4457-PM.png?width=200&height=477&name=image-png-Jun-06-2025-06-51-06-4457-PM.png) #### **Dashboard Filters** - **Dashboard Filters** apply to *all Tabs* on a Dashboard. For instance, if you apply a dashboard filter on the  Sales Dashboard, the filter will will  appear on the Leads/ Close Rate, Sales, Sales Pipeline, and Sales Data Tabs. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Jun-06-2025-06-52-24-5905-PM.png?width=200&height=477&name=image-png-Jun-06-2025-06-52-24-5905-PM.png) #### Tab Filters - **Tab Filters** only impact the graphs and data on the *individual tab*. For example, if you apply a filter on the Sales Overview tab, that filter *will not* appear on the Sales or Lead/Close Rate tabs. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Jun-06-2025-06-52-37-4557-PM.png?width=200&height=477&name=image-png-Jun-06-2025-06-52-37-4557-PM.png) You can apply tab filters using the **dropdown menus** at the top of each tab or by selecting the Current tab from the **Apply to** dropdown in the Filters window. --- ### Applying Filters - To apply filters, select the filter you would like to use from the dropdown menus.  ![Screenshot 2023-12-21 at 2.50.20 PM](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202023-12-21%20at%202.50.20%20PM.png?width=670&height=200&name=Screenshot%202023-12-21%20at%202.50.20%20PM.png)   - Active filters will appear in the Filters menu on the right of your screen, where you can also access all filter options. If you click the + button in the top right corner, you can see all available filters. ![Screenshot 2023-12-21 at 2.51.20 PM](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202023-12-21%20at%202.51.20%20PM.png?width=655&height=160&name=Screenshot%202023-12-21%20at%202.51.20%20PM.png)   - When selecting filters, you have the option to apply them at the page or tab level using the **Apply to** dropdown at the bottom of the window. ![Apply to Drop-down.png](https://articulateusercontent.com/review/uploads/p0hN0OlMt3R0ffV5eiA3ai3W0eVKtblV/LLtPDYpe/assets/m4mFDO5FzbH8jTVP_gWvzmXnw3N8F4icl.png) - Once you have selected a filter, the window will reload to allow you to configure the filter settings. **Note:** Be mindful of conflicting filters when applying filters. If you see filters for **Approved Estimates** *AND* **Lost Sales**, for example, no data will be available because these two filters contradict one another. If no data is displayed, review your active filters and make any necessary adjustments. #### Managing Filters - You can use the **checkboxes** next to individual filters to quickly add or remove them, or **click on the three dots** on the top right corner and select **Delete** to remove them from the Filters list. ![zskAwvRyWrvahlee\_v8Smy9vWo14sNU1W](https://support.jobnimbus.com/hs-fs/hubfs/zskAwvRyWrvahlee_v8Smy9vWo14sNU1W.png?width=401&height=379&name=zskAwvRyWrvahlee_v8Smy9vWo14sNU1W.png) #### Filtering Through Charts You can also filter your Insights reports by clicking the data on the charts on your reports pages.  - To filter through your charts, click on the category you want to filter by and select **Filter by** on the populated menu.  ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Jul-29-2024-07-36-21-5521-PM.png?width=670&height=432&name=image-png-Jul-29-2024-07-36-21-5521-PM.png) - Once you have clicked this, the **filter menu** on the right-hand side will show the filter that you have added.  ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Jul-29-2024-07-39-28-8094-PM.png?width=251&height=408&name=image-png-Jul-29-2024-07-39-28-8094-PM.png) - This filter will apply to all charts within the section you selected it in and will remain until you remove it from the **Filter menu**. For example, if you filter a chart in the Sales section, it will apply that filter to the rest of your Sales data, but not your Accounts Receivable data. - [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources?hsLang=en) - [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#main-content) - [Jobs and Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#jobs-and-contacts) - [Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#boards) - [Documents & Photos](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#documents-photos) - [Subcontractors as Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#subcontractors-as-contacts) - [Communications](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#communications) - [Calendar and Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#main-content) - [Syncing Your Calendar](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#syncing-your-calendar) - [Your Calendar](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#your-calendar) - [Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#tasks) - [Record Scheduling](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#record-scheduling) - [Financials](https://support.jobnimbus.com/financials?hsLang=en#main-content) - [Estimates](https://support.jobnimbus.com/financials?hsLang=en#estimates) - [Invoices](https://support.jobnimbus.com/financials?hsLang=en#invoices) - [Work Orders](https://support.jobnimbus.com/financials?hsLang=en#work-orders) - [Material Orders](https://support.jobnimbus.com/financials?hsLang=en#material-orders) - [Margin and Markup](https://support.jobnimbus.com/financials?hsLang=en#margin-and-markup) - [Products and Services](https://support.jobnimbus.com/financials?hsLang=en#products-and-services) - [Taxes](https://support.jobnimbus.com/financials?hsLang=en#taxes) - [Measurements](https://support.jobnimbus.com/financials?hsLang=en#measurements) - [Profit Tracker](https://support.jobnimbus.com/financials?hsLang=en#profit-tracker) - [Payments](https://support.jobnimbus.com/financials?hsLang=en#payments) - [Credit Memos](https://support.jobnimbus.com/financials?hsLang=en#credit-memos) - [Financing](https://support.jobnimbus.com/financials?hsLang=en#financing) - [Reports](https://support.jobnimbus.com/reports?hsLang=en#main-content) - [Insights](https://support.jobnimbus.com/reports?hsLang=en#insights) - [Classic Reports](https://support.jobnimbus.com/reports?hsLang=en#classic-reports) - [Built-in Reports](https://support.jobnimbus.com/reports?hsLang=en#built-in-reports) - [Analytics](https://support.jobnimbus.com/reports?hsLang=en#analytics) - [Settings](https://support.jobnimbus.com/settings?hsLang=en#main-content) - [General Settings](https://support.jobnimbus.com/settings?hsLang=en#general-settings) - [Company Info](https://support.jobnimbus.com/settings?hsLang=en#company-info) - [Team](https://support.jobnimbus.com/settings?hsLang=en#team) - [Groups](https://support.jobnimbus.com/settings?hsLang=en#groups) - [Estimate Settings](https://support.jobnimbus.com/settings?hsLang=en#estimate-settings) - [Workflows](https://support.jobnimbus.com/settings?hsLang=en#workflows) - [Templates](https://support.jobnimbus.com/settings?hsLang=en#templates) - [Forms](https://support.jobnimbus.com/settings?hsLang=en#forms) - [Subscription](https://support.jobnimbus.com/settings?hsLang=en#subscription) - [Mobile Settings](https://support.jobnimbus.com/settings?hsLang=en#mobile-settings) - [Automations](https://support.jobnimbus.com/automations?hsLang=en#main-content) - [Event-Based Automations](https://support.jobnimbus.com/automations?hsLang=en#event-based-automations) - [Time-Based Automations](https://support.jobnimbus.com/automations?hsLang=en#time-based-automations) - [Automation Recipes](https://support.jobnimbus.com/automations?hsLang=en#automation-recipes) - [Engage](https://support.jobnimbus.com/engage?hsLang=en#main-content) - [Set-Up](https://support.jobnimbus.com/engage?hsLang=en#set-up) - [Usage](https://support.jobnimbus.com/engage?hsLang=en#usage) - [AssistAI](https://support.jobnimbus.com/assistai?hsLang=en) - [JobNimbus Marketing](https://support.jobnimbus.com/jobnimbus-marketing?hsLang=en) - [JobNimbus Payments](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#main-content) - [Account Set-Up](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#account-set-up) - [Usage](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#usage) - [Fees and Transactions](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#fees-and-transactions) - [Tracking and Reporting](https://support.jobnimbus.com/jobnimbus-payments?hsLang=en#tracking-and-reporting) - [QuickBooks](https://support.jobnimbus.com/quickbooks?hsLang=en#main-content) - [General QuickBooks Info](https://support.jobnimbus.com/quickbooks?hsLang=en#general-quickbooks-info) - [QuickBooks Online](https://support.jobnimbus.com/quickbooks?hsLang=en#quickbooks-online) - [Accounting Sync](https://support.jobnimbus.com/quickbooks?hsLang=en#accounting-sync) - [QuickBooks Desktop](https://support.jobnimbus.com/quickbooks?hsLang=en#quickbooks-desktop) - [Suppliers](https://support.jobnimbus.com/suppliers?hsLang=en#main-content) - [ABC Supply](https://support.jobnimbus.com/suppliers?hsLang=en#abc-supply) - [QXO](https://support.jobnimbus.com/suppliers?hsLang=en#qxo) - [SRS Distribution](https://support.jobnimbus.com/suppliers?hsLang=en#srs-distribution) - [Third-Party Suppliers](https://support.jobnimbus.com/suppliers?hsLang=en#third-party-suppliers) - [Integrations](https://support.jobnimbus.com/integrations?hsLang=en#main-content) - [API](https://support.jobnimbus.com/integrations?hsLang=en#api) - [Angi](https://support.jobnimbus.com/integrations?hsLang=en#angi) - [ArcSite](https://support.jobnimbus.com/integrations?hsLang=en#arcsite) - [BirdEye](https://support.jobnimbus.com/integrations?hsLang=en#birdeye) - [CompanyCam](https://support.jobnimbus.com/integrations?hsLang=en#companycam) - [EagleView](https://support.jobnimbus.com/integrations?hsLang=en#eagleview) - [Get The Referral](https://support.jobnimbus.com/integrations?hsLang=en#get-the-referral) - [Global Payments](https://support.jobnimbus.com/integrations?hsLang=en#global-payments) - [HailTrace](https://support.jobnimbus.com/integrations?hsLang=en#hailtrace) - [Hover](https://support.jobnimbus.com/integrations?hsLang=en#hover) - [Leap](https://support.jobnimbus.com/integrations?hsLang=en#leap) - [mySalesman](https://support.jobnimbus.com/integrations?hsLang=en#mysalesman) - [naturalForms](https://support.jobnimbus.com/integrations?hsLang=en#naturalforms) - [Podium](https://support.jobnimbus.com/integrations?hsLang=en#podium) - [RoofScope](https://support.jobnimbus.com/integrations?hsLang=en#roofscope) - [SalesRabbit](https://support.jobnimbus.com/integrations?hsLang=en#salesrabbit) - [Simplii](https://support.jobnimbus.com/integrations?hsLang=en#simplii) - [Solo](https://support.jobnimbus.com/integrations?hsLang=en#solo) - [Spotio](https://support.jobnimbus.com/integrations?hsLang=en#spotio) - [SumoQuote](https://support.jobnimbus.com/integrations?hsLang=en#sumoquote) - [Sunlight Financial](https://support.jobnimbus.com/integrations?hsLang=en#sunlight-financial) - [Toolsey](https://support.jobnimbus.com/integrations?hsLang=en#toolsey) - [Wisetack](https://support.jobnimbus.com/integrations?hsLang=en#wisetack) - [Xactimate](https://support.jobnimbus.com/integrations?hsLang=en#xactimate) - [Zapier](https://support.jobnimbus.com/integrations?hsLang=en#zapier) - [Additional Resources](https://support.jobnimbus.com/additional-resources?hsLang=en#main-content) - [General](https://support.jobnimbus.com/additional-resources?hsLang=en#general) - [Sales and Financial Information](https://support.jobnimbus.com/additional-resources?hsLang=en#sales-and-financial-information) - [Backing up data](https://support.jobnimbus.com/additional-resources?hsLang=en#backing-up-data) - [App Status](https://support.jobnimbus.com/app-status?hsLang=en) - [Suggestions](https://support.jobnimbus.com/suggestions?hsLang=en) - [JobNimbus Legacy](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#main-content) - [Legacy Estimates](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-estimates) - [Legacy Invoices](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-invoices) - [Legacy Material Orders](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-material-orders) - [Legacy Budgets](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-budgets) - [Legacy Mobile](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-mobile) - [Legacy Integrations](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-integrations) - [Legacy Jobs and Contacts](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-jobs-and-contacts) - [Legacy Subscriptions](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-subscriptions) - [Analytics](https://support.jobnimbus.com/analytics?hsLang=en) [![JN\_Logo\_Long-White@1x](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?width=241&height=31&name=JN_Logo_Long-White@1x.png "JN_Logo_Long-White@1x")](http://www.jobnimbus.com) JobNimbus Help Center Copyright © 2025, JobNimbus ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://support.jobnimbus.com/media-transcripts/114075858229/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://3409122.fs1.hubspotusercontent-na1.net/hubfs/3409122/Insights%20Filters.mp4", "dateModified" : "2025-09-30T17:10:33.055Z", "duration" : "PT1M54.1S", "height" : 1080, "name" : "Insights Filters", "thumbnailUrl" : "https://3409122.fs1.hubspotusercontent-na1.net/hubfs/3409122/Insights%20Filters.mp4/medium.jpg", "uploadDate" : "2023-05-03T16:27:59.878Z", "width" : 1900 } ```