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Using Filters Effectively

Filters control what data appears in your dashboards and reports — learn how to use them at every level.

How Filters Work

Filters control what data appears in your dashboards and reports. They work at multiple levels:

  • Dashboard-level filters (broadest) — apply to all sections and reports on the dashboard
  • Section-level filters — override dashboard filters for a specific section
  • Report-level filters — the most specific, override everything above

Setting a filter at a higher level flows down to everything below it, unless a more specific filter is set further down the chain.

Date Range & Date Anchors

Every dashboard has a date anchor that determines how date-based data is organized:

  • Arrival Date — data organized by when guests arrive / check in
  • Booked-On Date — data organized by when the reservation was made

Within the date picker, you can select preset ranges (Last 30 days, Last 90 days, Year-to-Date), set custom date ranges, or enable comparison periods to see year-over-year or period-over-period trends.

Filter Tabs

When you open the filter panel, you'll see tabs across the top. The tabs you see depend on your account type and data access:

  • Property — bedrooms, sleeps, property type, amenities (everyone)
  • Source — booking source channels (everyone)
  • Guest Locations — where visitors are traveling from, by state, region, or postal code (DMO accounts only)
  • Hotel — hotel booking sources and market segments (DMO accounts with hotel access only)
  • Units — unit groups and lockoff configurations (feature-flagged accounts)

Guest Locations Filter (DMO Exclusive)

The Guest Locations tab is one of the most valuable filters available to DMO users. Use it to:

  • Identify your top feeder markets
  • Track changes in visitor origin over time
  • Inform your marketing spend by geography

Note: Guest Location data must be available for your assigned market. If the tab doesn't appear, your market may not have feeder market data yet. Contact your account manager for more information.

Hotel Filters

If your account has hotel access enabled, the Hotel tab gives you:

  • Booking Source filters — filter by how hotel bookings were made (direct, OTA, GDS, etc.)
  • Market Segment filters — filter by guest segment (business, leisure, group, etc.)

Filter Tips

  • Start broad, then narrow. Set your main market and date range at the dashboard level first. Only add section-level or report-level filters when you need to compare different slices.
  • Watch for empty results. If a report shows no data, your filters may be too restrictive. Try widening the date range or removing a filter layer.
  • Use the reset button. If filters get confusing, reset to defaults from the filter panel and start fresh.

Keep dashboard filters consistent. When all reports in a dashboard share the same date range and market, the insights are much easier to interpret.