How to use Service Filters in Insights

Either for a new report or an existing report, once you are in the report click the “Services” field at the top of the page and all services assigned to locations that you have access to will be shown as available to select:

From here, you can select the services that you would like the report to include. To add a service, click on the service (the text will turn red) and it will show up in the field:

If you would like to add all services at once, you can click “All” and it will add all services into the field:

If you would like to clear all services listed in the field, you can click “Clear” and it will remove all services listed in the field:

Once you have selected the services(s) that you would like included in your report, you can either click on “Run” to see how the report will look like or you can click on “Update” to save the report:

If you clicked “Update”, a new window will be prompted to officially update the report configuration. Click on “Update” to save the report:

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.