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A global dashboard is useful, but the real power of Insights lies in segmentation. Filters let you isolate specific cohorts of traffic to see how different demographics behave.

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Date ranges

Every Insights tab is scoped to the active date range in the toolbar.
1

Quick presets

Pick common ranges such as Today or Last 7 days.
2

Custom campaigns

Choose Custom range, then set the start and end dates in the date range control. The calendar opens in a popover so the toolbar does not push the layout down.

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Cohort filters (Visits, Drop-offs & Global Stats)

On form Insights (Visits / Drop-offs) and workspace Global Stats, open Filters next to the date range (same control pattern as Contacts). A panel slides in from the right with the traffic dimensions for the current range.

Demographic slicing

Filter by Device, Country, City, Browser, or OS. Example: Are mobile users dropping off faster than desktop?

Attribution

Filter by Referrer or utm_source / utm_medium / utm_campaign. Example: Which campaign converts better?
Active filters appear as chips under the toolbar so you can clear one dimension at a time, or clear all from the drawer footer.

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Export & share

From the Insights header (before Edit):
  • Export events CSV — download raw events for the current range and filters
  • Share insights — create password-optional public dashboard links
Last modified on September 7, 2026