How Do I Filter the Data on the Platform?

This article is about filtering carrier data by carrier and/or date range.

On the upper right-hand side of the VitalFactors™ page, you will see the filter bar. This includes filtering by carriers and date range.

If you ship with both FedEx and UPS, you can click on the first dropdown in the filter bar (by default, this is set to display a combination of both FedEx and UPS data if you ship with both carriers). The dropdown contains options to view invoice data from each carrier separately.

In the filter bar, click on the calendar icon — by default, it is set to the previous 30 days, but you can switch between the following:
- Previous 30 Days
- 52-week Rolling Period
- MTD (Month to date)
- QTD (Quarter to date)
- YTD (Year to date)
- Specific Date Range (choose "from" and "to" dates on the date selector)
If you select the 52-Week Rolling period from the calendar dropdown, it will update all of your VitalFactors™ Dashboards, as well as your RPI Number, to show you all the carrier invoice data from the previous 52 weeks to the present day.
Note that any time you change the date range, that becomes the default view. So, if you select a 52-week rolling period from the calendar dropdown, log out and then log back into the platform a week later, your VitalFactors™ Dashboards will be set to show the last 52 weeks from the present day you are viewing it.
However, if you select a specific date range (let’s assume you want to look at March 01, 2021 - March 15, 2021) and log out and then log back in a week later, the date range will still be set to March 01, 2021 - March 15, 2021 (the specific date range you previously selected).
The filter option is also available in other tabs or pages such as the Agreement comparison page, Audit recovery page and Reports page.