Improved Filter Handling in Reports + Updated Summary Card Labels

Fix
Enhancement
Announcement

This release brings fixes to how filters behave across Reports and ensures summary card labels reflect real-time, active data more accurately.


🛠️ Fix: Filter Summary and Previous Year Data Persistence Across Reports

What was happening:

After applying filters in one report (e.g., selecting WH 8 in Orders by Location), switching to another report (like Order Trends) would cause:

• The filter sentence to stop reflecting the active filter

• The Previous Year data to disappear from the chart

Refreshing the page would restore the data - but also wipe out your filters.

What’s fixed:

The filter summary sentence now accurately updates as you switch between reports

Previous Year data is retained consistently

Where this applies:

Reports Feature (all reports)

Filter Component + Previous Year Comparison Views

 

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🔁 Update: Summary Card Labels Now Reflect Active Bubbles

To reduce confusion and better align with the data being displayed, we’ve updated the terminology across summary cards.

What’s changed:

The “Total Orders This Month” card now correctly reads Active Orders

All other applicable cards now use “Active” instead of “Total”

This update ensures that all summary cards reflect only currently active data, giving you a clearer view of what's happening now.

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As always, thanks for using Smart Visibility! We’re committed to making insights easier to follow, more accurate, and fully aligned with your day-to-day workflow. Let us know if you have feedback! 🚀