How do I use filters for VisitReport event analytics?

Filters in the VisitReport event analytics let you narrow down which reports are included in the statistics, so you evaluate only the leads that matter for a specific question. You open the analytics under the Analytics tab of an event in the VisitReport Dashboard.

The filter in the VisitReport event analytics offers three categories:

• Metadata (creation date, status, and the email address of the creator)
• Contact details and source (information about the captured contacts, e.g. country or postal code)
• Questionnaire (the answers captured with the questionnaire)

How do I add, edit or remove a filter in the event analytics?

You add a filter in the event analytics by clicking Add filter, choosing a category, setting the filter criteria and clicking Add filter again. Each filter is listed as a green chip and all active filters apply to the statistics at the same time.

You can add as many filters as you like. All active filters are combined and applied to the statistics together, as shown by the two filter chips below.

To edit a filter, click the green filter chip and adjust the values. To remove a filter, click the x on the green filter chip.

How do I filter the event analytics by metadata?

The Metadata category filters the event analytics by creation date, status, and the creator of the reports. Use metadata when you want to know which reports were captured in a certain period or by a specific person.

When you open the Metadata category, you first choose a field and then an operator.

How do I filter by creation date?

To filter by creation date, choose the field Creation date. With the operator between you define a start and an end date, so only reports captured within that period are considered. For an event that ran from 16 April to 13 May 2026, for example, you set the range accordingly to see only reports from those days.

How do I filter by creator?

To filter by creator, choose the field Creator and an operator. With is you select a single person, with one of you select several people, and with is not or none of you exclude people. The operators contains, does not contain, starts with and ends with are free-text fields for entering email addresses, which helps when many colleagues capture reports.

How do I filter by contact details and source?

The Contact details and source category filters the event analytics by the information captured about the contacts, for example job title or country. A report with several contacts is included if at least one contact matches the filter.

The Field dropdown in the Contact details and source category offers Title, First name, Last name, Organization, Job title, Phone, Mobile, Fax, Email, Website, Street, Postal code, City, Country, State, VAT and Contact source.

The two examples below show the behaviour you meet across these fields: a text field such as job title, and a value-list field such as country or state.

How do I filter by a text field, for example job title?

Job title is an example of a text field in the Contact details and source category. To filter by job title, choose the field Job title and an operator. With is you match the term exactly (e.g. "Senior Sales Manager"), while contains is broader (e.g. every "Sales Manager"). Use not empty to include only contacts where the job title was filled in, or empty for those where it was left blank.

How do I filter by a value-list field, for example country or state?

Country and State are examples of value-list fields in the Contact details and source category. While most fields use free-text operators, Country and State offer a value dropdown: with the operators one of or none of you choose from the list (for example CH, DE, FR, US) instead of typing a value.

How do I filter by questionnaire answers?

The Questionnaire category filters the event analytics by the answers given to specific questions. The available operators depend on whether the question is single choice or multiple choice.

How do I filter single-choice questions?

For a single-choice question, the operators is, is not, one of and none of are available. You then select one or more answer options from the dropdown, for example including several answers at once with one of.

How do I filter multiple-choice questions?

For a multiple-choice question, the operators at least one of and none of are available. You then select one or more answer options from the dropdown. For the question "Which products are you interested in?" you can include everyone who selected "Donut machine" or "Waffle machine" with at least one of, or exclude everyone who selected "Waffle machine" with none of.

Which questions commonly come up next?

Where can I find the analytics of the exported reports?

The analytics of the exported reports are available in the VisitReport Dashboard, where you can identify potentials and weaknesses in your lead management process. Read more in Where can I find the analytics of the exported reports?

How do I use filters in the Reports Dashboard?

In the Reports Dashboard, each column has a filter icon that opens a dropdown of possible values, so you can filter the report list itself rather than the analytics. Read more in How to use filters in the Reports Dashboard.

How can I restore deleted events or reports in VisitReport?

Administrators can restore accidentally deleted events or reports directly in the VisitReport Dashboard. Read more in How can I restore deleted events or reports in VisitReport?