KB Article #8739
The MSO Performance Portal uses a unified, inline filtering system that displays at the top of each reporting tab. Filters allow you to refine charts, maps, and tables to focus on specific time periods, suppliers, shops, parts, vehicles, and users.
Filters apply automatically as selections are made. There is no separate “apply” or “select filters” action required.
Using Filters
Filters are displayed directly below the tab navigation on each page.
To filter the data:
- Click into any filter field (for example, Supplier Name or Date Paid).
- Select one or more values.
- The dashboard updates automatically as selections are made.
To clear a filter, remove the selected value(s) from the field.
Common Filters (All Tabs)
The following filters are available across the Aftermarket Analytics, Tire Analytics, and Active Users tabs unless otherwise noted.
Filter | Description | Use this filter to: |
Date Paid | Select a custom date range. | Adjust the timeframe of the data being analyzed. |
Supplier Name | Filter by supplier. | Review spend and activity by specific suppliers. |
Supplier Brand | Filter by supplier brand. | Compare purchasing across different brands. |
Shop Name | Filter by individual shop or location. | Focus analysis on specific MSO locations. |
Region | Filter by U.S. Census Region. | Analyze performance by geographic region. |
PO Number | Filter by purchase order. | Investigate specific transactions or POs. |
Part Group | High-level product category. | Narrow analysis to major product groupings. |
Part Type | Specific product type. | Review performance at a detailed category level. |
Vehicle Make | Vehicle manufacturer. | Analyze purchasing by vehicle make. |
Vehicle Model | Vehicle model. | Identify demand patterns tied to specific models. |