Setting up global filters
Setting Up Global Filters
Global filters let you exclude specific data from all your Datadrew dashboards and analytics. This ensures your reports
reflect only the data that matters to your business by filtering out test orders, specific tags, or unwanted order
types.
What Are Global Filters?
Global filters apply across all dashboards in Datadrew for the selected store. Once configured, these filters
automatically exclude the specified data from every report, chart, and metric you see. They also affect data available
to Drew AI when answering your questions.
Available Filter Options
- Exclude Order Tags -- Remove orders with specific tags (e.g., "sample", "test", "wholesale").
- Exclude Customer Tags -- Remove customers with specific tags from customer-related analytics.
- Exclude Order Financial Status -- Filter out orders by financial status (e.g., "pending", "authorized").
- Exclude Order Fulfillment Status -- Filter out orders by fulfillment status (e.g., "unfulfilled", "unshipped").
- Exclude Zero-Value Orders -- Toggle to automatically exclude orders with a total value of $0.
- Exclude Cancelled Orders -- Toggle to automatically exclude cancelled orders from all metrics.
How to Configure Global Filters
1. Navigate to Settings from the Datadrew sidebar.
2. Scroll to the Global Filters section.
3. For tag-based filters, start typing to search through your existing Shopify tags and select the ones you want to
exclude.
4. For status-based filters, select the statuses you want to exclude from the dropdown.
5. Toggle the switches for zero-value and cancelled order exclusions as needed.
6. Click Save to apply your changes.
When Do Filters Take Effect?
After saving your global filters, a data re-sync is triggered automatically. It may take a few minutes for the filtered
data to be reflected across all dashboards. Once the sync completes, all metrics, charts, and AI responses will respect
your filter settings.
Important Notes
- Global filters are configured per store. If you have multiple stores, configure filters for each one separately.
- Only Owners and Admins can modify global filters.
- Filters cannot be applied in the Consolidated View -- switch to an individual store first.
- Removing a filter and saving will re-include that data in your dashboards after the next sync.
Need help? Contact us at support@datadrew.io.
Related articles
- Using date range and comparison filters
- Customizing dashboard column preferences
- Customizing table columns in dashboards
- Managing your user profile
Need help?
If you have questions or run into issues, reach out to us at support@datadrew.io or use the in-app chat. We're happy to
help.
