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Interactive Analysis › Reporting › dashboards › and Performance Analytics in the Core UI › Platform Analytics
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Interactive Analysis information panel

The Filter Info panel summarizes what the current filter shows and enables you to edit the source filter condition, bookmark an interactive analysis, and share an interactive analysis with colleagues.

Interactive analysis assumes that there are interactive filters on the tables you are working in. To create filters, see Creating Interactive Filters of different types.

Click the information icon (

Image omitted: PreviewIcon.png
Info icon\) to open the **Filter Info** panel.

The information panel has the following features:

  • Source Filter

    Shows the conditions that apply to the filter. Click the star to add this interactive analysis to your favorites.

  • Edit Source Filter

    Click the Edit Source Filter button to open the condition builder. You can edit the source filter here instead of reopening the definition page of the interactive filter.

  • Applied Filter

    Shows a summary of the filters that are applied to the current interactive analysis.

  • Share

    Shows the full URL of the analysis. Click the URL to highlight it. For more information, see .

Image omitted: interactive-analysis-info-panel.png
Interactive analysis information panel

Parent Topic:Interactive Analysis

Bookmark an interactive analysis

To save an interactive analysis for later use, you can add it to your favorites.

Before you begin

Role required: none.

You must have access to the list of records that you want to analyze.

Procedure

  1. Navigate to the table that you want to analyze.

  2. Right-click on the header of the column you want to analyze and select Launch Interactive Analysis.

  3. Click the information icon (

Image omitted: PreviewIcon.png
\) to open the **Filter Info** panel.

  1. Apply filters to the interactive analysis and click Apply Filters.

  2. Click the star icon to add the interactive analysis to your favorites.

Image omitted: interactive-analysis-info-panel-bookmark.png
### Result

The favorites list on the navigation panel is updated with a bookmark for the current interactive analysis.

Share an interactive analysis

You can share the URL of an interactive analysis with other users.

Before you begin

Role required: none

You must have access to the list of records that you want to analyze.

Procedure

  1. Navigate to the table that you want to analyze.

  2. Right-click on the header of the column you want to analyze and select Launch Interactive Analysis.

  3. Click the filter icon (

Image omitted: List\_FilterIcon.png
\) to show the interactive filters.

  1. Make the desired filter changes and click Apply Filters.

  2. Click the information icon (

Image omitted: PreviewIcon.png
\) to open the **Filter Info** panel.
  1. Right-click the URL in the Share section and select Copy.
Image omitted: share-if.png
Copy interactive filter URL

Result

You can share the URL for the interactive analysis via email with users who have rights to the information in the analysis.