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Smart Insights filters

1 min read

The filter bar at the top of Smart Insights narrows the briefing and the cards.

Smart Insights filters: period, status, search, severity, sort, and advanced filters category, entity type and confidence
Main filters and the Advanced filters row.
FilterOptionsTip
PeriodLast 7, 14 or 30 Days, Last 3 Months (default), Custom RangeLonger periods give more confident cards.
StatusActive (new, reviewed, in progress), New, Reviewed, In progress, Resolved, Ignored, All statusesActive is the default.
SearchA page, a signal, a source, a form…Type part of a URL to see all cards of a page.
SeverityCritical, High, Medium, Low
SortPriority first, newest…
Category (advanced)Funnel conversion, engagement, forms, errors…
Entity type (advanced)Page, funnel, form, segment, site
Confidence (advanced)High, Medium, LowSet High to see only well-measured problems.
  • Refresh insights recomputes the cards for the selected period.
  • Excluding Spam (default) keeps bots and spam out of the analysis.

More questions #

How do I see only one page’s insights? #

Type part of its URL in Search, or open its Page X-Ray report (Pro).

How do I share these results? #

Opti-Behavior → Reports → Site report: a PDF with the traffic and the costliest findings (short report Free, full report Pro).

Expected result #

The briefing counts and the cards follow the filters.

FAQ #

A custom range shows an error. #

The end date is before the start date; fix the dates.

Filters reset when I come back. #

The period is kept; other filters reset on purpose.

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