Filtering Analytics by Client

Filtering Analytics by Client

If you use Client Profiles to group your social accounts by client, you can filter your analytics dashboard to show performance data for a single client at a time.

How to Filter by Client

1. Go to Analytics in the sidebar
2. In the filter bar at the top, click the Client dropdown button
3. Select a client from the list
4. The entire dashboard updates to show only data from that client's linked accounts

What Changes When You Filter

When a client is selected, all analytics components update to reflect only that client's accounts:

• Overview cards (posts, engagement, reach, etc.)
• Engagement chart
• Platform Performance breakdown
• Views/Reach chart
• Content Library (post list)

Clearing the Filter

To go back to viewing analytics across all accounts:

• Click the Client dropdown and select All Clients
• Or click the X button on the active client filter

Note: Selecting a client automatically resets any platform or account filters you had active, so you start with a clean view of that client's data.

What If a Client Has No Data?

If a client's accounts haven't published any posts yet (or have no analytics data in the selected time range), the charts will show preview data with a blue banner indicating it's sample data. This keeps the dashboard layout consistent while you wait for real data to come in.

Combining with Other Filters

After selecting a client, you can further narrow down:

1. Platform filter — Click a platform icon to see only that platform's data within the selected client
2. Account filter — If a platform has multiple accounts for that client, pick a specific one
3. Date range — Switch between 7 days, 30 days, or 90 days

Tips

• Compare clients: Switch between clients to compare their performance side by side
• Export per client: Select a client, then click Export to download a CSV report for just that client
• Set up Client Profiles first: You need to create client profiles and assign accounts to them in Settings > Client Profiles before the filter appears