Filters in reports

December 16, 2023·2 min read

This month, we're rolling out filters in reports, a powerful feature designed to add a layer of flexibility to your reporting experience.

Nino Höglund

CPO, Steep

Create dynamic reports with filters

Elevate your reporting experience by seamlessly integrating time and dimension filters onto any report. With just a few clicks, you add a filter to the report, and all blocks in that report get updated. This enables you to create versatile reports that can be tailored to meet the needs of different stakeholders and serve more purposes. Saving you time and energy 😎

Start by clicking the Filter menu in the top right corner

Add powerful filters to any report

To add a filter, go to the top right-hand corner of your report and click Filters. Select which filters you want to use on the report.

Time or dimensions

Two types of filters can be added to reports. Time and/or dimensions.

Time can be set to days, weeks, months, quarters, or years. This lets you quickly navigate all blocks through time to get the full picture.
Dimensions - pick any values you have available for the blocks in your report, for example, specific markets or segments, and drill down in all blocks at the same time.

Dynamic report filters

Stay in control

Report permissions help you to control who can do what with your filter. Only the report editors wield the power to apply filter types and save them for anyone to use. Viewers, on the other hand, can leverage the added filter for ad-hoc analysis.

Opt out

Discover a handy trick—Bypass Filters. This feature allows you to exempt specific blocks from the influence of filters. Whether you want to showcase an overall total or a benchmark chart or table, bypassing filters lets you curate your report with pinpoint precision.

Also new this month: New onboarding

This month, we’ve also released an enhanced onboarding experience that makes starting Steep easier than ever. From configuring your workspace to seamlessly onboarding team members, our new onboarding process is designed to be intuitive and efficient.

New onboarding