The Analytics page includes a set of filters that let you narrow down the data displayed across all metric cards, score cards, trend charts, and the invoice table. Adjusting any filter updates every section of the page at once, giving you a focused view of AI performance for a specific vendor, project, or time period.

How Filters Work

Three global filters appear at the top of the Analytics page: Vendor, Project, and Date Range. These filters work together and can be combined in any combination. When you change any filter, inBuild fetches a fresh set of data from the server that matches your selections. Every element on the page, including metric cards, score cards, trend charts, and the invoice table, reflects the filtered results.

There is also an Invoice Number Search field above the invoice table. Unlike the global filters, this search only affects the table rows and does not change the metric cards, score cards, or trend charts.

Filter selections are not saved between sessions. If you refresh the page or navigate away, all filters reset to their defaults.

Filtering by Vendor

The Vendor filter lets you view analytics data for invoices associated with a single vendor. When a vendor is selected, all metrics, scores, charts, and table rows update to show only invoices from that vendor.

1. Navigate to the Analytics page.

2. Click the Vendor dropdown at the top of the page.

3. Select a vendor from the list.

4. The page reloads with data filtered to invoices from the selected vendor only.

To remove the vendor filter, open the Vendor dropdown and select All Vendors.

Filtering by Project

The Project filter lets you view analytics data for invoices tied to a specific Procore project. This is useful for evaluating AI performance on a project-by-project basis.

1. Navigate to the Analytics page.

2. Click the Project dropdown at the top of the page.

3. Select a project from the list.

4. The page reloads with data filtered to invoices associated with the selected project only.

To remove the project filter, open the Project dropdown and select All Projects.

Filtering by Date Range

The Date Range filter lets you limit the analytics data to invoices received within a specific window of time. This is helpful for reviewing AI performance over a particular week, month, or quarter.

1. Navigate to the Analytics page.

2. Click the Date Range control at the top of the page. A calendar popover appears showing two months side by side.

3. Click a date to set the start of your range.

4. Click a second date to set the end of your range. The popover closes automatically once both dates are selected.

5. The page reloads with data filtered to invoices received on or between the selected dates.

The date range is fully inclusive. The start date includes the entire day from midnight, and the end date includes the entire day through 11:59 PM.

Clearing the Date Range

1. Click the Date Range control to open the calendar popover.

2. Click the Clear link inside the popover.

3. The date range resets and the popover closes. The page reloads with all dates included.

Searching by Invoice Number

The Search field above the invoice table lets you find specific invoices by their invoice number. Unlike the global filters, this search only affects the rows shown in the invoice table. Metric cards, score cards, and trend charts are not changed by the search.

1. Scroll down to the invoice table on the Analytics page.

2. Click the Search field (indicated by a magnifying glass icon) above the table.

3. Enter a full or partial invoice number.

4. The table rows update instantly to show only invoices whose invoice number contains the text you entered.

The search is not case-sensitive. For example, searching "inv" will match "INV-001", "inv-002", and "Invoice-300".

Combining Filters

All three global filters can be used at the same time. For example, you can select a specific vendor, a specific project, and a date range to see only invoices that match all three criteria. The invoice number search can then be applied on top of those results to locate a specific invoice in the table.

The following table summarizes how each filter affects the page:

Frequently Asked Questions