How to Filter Reports by Keywords and Product Titles in PayHelm

Overview

PayHelm's advanced filtering system allows you to create targeted reports by searching for specific keywords, product names, SKUs, or any text within your product catalog. This powerful feature helps you analyze performance for specific product lines, categories, or promotional campaigns.

Understanding Keyword Filtering

What You Can Filter By

PayHelm's keyword filtering works across multiple data points:
• Product titles and names
• SKU numbers and product codes
• Product descriptions
• Category names
• Variant names and options
• Custom product attributes

Common Use Cases

• Analyze performance of specific product lines (e.g., "winter jackets")
• Track seasonal campaigns (e.g., "holiday" or "black friday")
• Monitor brand performance (e.g., "nike" or "adidas")
• Review product variants (e.g., "large" or "red")
• Assess promotional items (e.g., "sale" or "clearance")

How to Create Keyword-Filtered Reports

Step 1: Access the Dashboard Filters

1. Navigate to your Dashboard in PayHelm
2. Look for the Filter section in the top toolbar
3. You'll see various filter options including date ranges and custom filters

Step 2: Set Up Keyword Filtering

1. Click on the Range Filters dropdown
2. Select Item Titles Containing
3. Enter your keyword or phrase in the text field
4. The filter will search across all product-related text fields

Step 3: Apply Additional Filters

Combine keyword filtering with other filters for more precise reporting:
• Date Range: Set specific time periods for analysis
• Platform Filters: Focus on specific sales channels (Shopify, Amazon, etc.)
• Order Status: Include only completed, pending, or canceled orders
• Customer Segments: Filter by customer type or location

Step 4: Generate Your Report

1. Click Apply to activate all selected filters
2. Your dashboard will update to show only data matching your criteria
3. All widgets and charts will reflect the filtered dataset
4. Export options will also respect your filter settings

Advanced Filtering Techniques

Using Multiple Keywords

• Combine terms: Use spaces to search for multiple words (e.g., "blue shirt")
• Partial matches: Search for partial product names or SKUs
• Case insensitive: Filtering works regardless of capitalization

Filter Combination Strategies

• Seasonal Analysis: Combine date filters with seasonal keywords
• Channel Performance: Mix platform filters with product categories
• Campaign Tracking: Use promotional keywords with specific date ranges

Best Practices for Keyword Selection

1. Start broad, then narrow: Begin with category-level keywords, then drill down
2. Use consistent naming: Maintain consistent product naming for better filtering
3. Include variants: Remember to account for different product variations
4. Consider synonyms: Think about alternative terms customers might use

Report Types That Support Keyword Filtering

Sales Performance Reports

• Revenue by filtered products
• Order volume for specific items
• Average order value for product categories
• Conversion rates by product type

Customer Behavior Analysis

• Customer preferences for specific products
• Repeat purchase patterns for filtered items
• Customer lifetime value by product category
• Geographic performance of specific products

Inventory and Operations

• Stock levels for filtered products
• Fulfillment metrics by product type
• Return rates for specific categories
• Supplier performance by product line

Troubleshooting Common Issues

No Results Found

Problem: Your keyword filter returns no data Solutions:
• Check spelling and try alternative terms
• Verify the date range includes relevant periods
• Try broader keywords or partial matches
• Ensure products exist in your connected platforms

Too Many Results

Problem: Your filter returns too much data to be useful Solutions:
• Add more specific keywords
• Combine with date or platform filters
• Use exact product names or SKUs
• Apply additional criteria like order status

Missing Expected Products

Problem: Known products don't appear in filtered results Solutions:
• Check product naming consistency across platforms
• Verify sync status of your integrations
• Try searching for partial product names
• Review product import settings

Exporting Filtered Reports

Available Export Formats

• CSV: For spreadsheet analysis
• PDF: For presentation-ready reports
• Google Sheets: For collaborative analysis
• JSON: For API integrations

Export Best Practices

1. Name your exports clearly: Include filter criteria in filename
2. Document filter settings: Keep notes on filter combinations used
3. Schedule regular exports: Set up automated reports for key keywords
4. Share with stakeholders: Use appropriate formats for different audiences

Integrating with Business Intelligence

Connecting to External Tools

PayHelm's filtered data can integrate with:
• Google Analytics: For comprehensive traffic analysis
• Business intelligence platforms: For advanced visualization
• CRM systems: For customer behavior insights
• Inventory management: For stock optimization

API Access

Developers can access filtered data through PayHelm's API:
• Apply filters programmatically
• Automate report generation
• Build custom dashboards
• Create real-time monitoring systems

Performance Optimization Tips

Efficient Filtering Strategies

1. Use specific keywords: More targeted searches perform better
2. Limit date ranges: Smaller time periods process faster
3. Combine filters logically: Stack filters that naturally narrow results
4. Cache frequent searches: Save commonly used filter combinations

Managing Large Datasets

• Paginate results: Break large reports into manageable chunks
• Use sampling: Analyze representative subsets for trends
• Schedule off-peak processing: Run large reports during low-traffic times
• Monitor performance: Track report generation times

Advanced Use Cases

Seasonal Campaign Analysis

Track the performance of seasonal products by combining:
• Keyword: "holiday" or "summer"
• Date range: Relevant seasonal periods
• Platform filters: Focus on highest-volume channels

Brand Performance Comparison

Compare different brands in your catalog:
• Filter by brand keywords separately
• Export data for side-by-side analysis
• Track market share changes over time

New Product Launch Tracking

Monitor newly launched products:
• Use specific product name keywords
• Set date filters to launch period
• Track metrics like initial sales velocity
• Compare to historical product launches

Related Features

Custom Metrics

Create custom metrics that automatically apply keyword filters:
• Set up automated alerts for specific product performance
• Build KPI dashboards focused on key product categories
• Monitor competitive products or market segments

Data Segmentation

Use keyword filtering as part of broader segmentation strategies:
• Customer behavior by product preference
• Geographic performance by product type
• Channel effectiveness by product category

Getting the Most from Keyword Filtering

Regular Review Process

1. Weekly keyword audits: Review filter performance and adjust
2. Monthly trend analysis: Look for patterns in filtered data
3. Quarterly strategy sessions: Use insights to inform business decisions
4. Annual keyword optimization: Refine filter strategies based on learnings

Training Your Team

• Document common filters: Create a reference guide for frequent searches
• Share best practices: Train team members on effective filtering techniques
• Regular training sessions: Keep everyone updated on new filtering features
• Feedback loops: Encourage team input on useful filter combinations

By mastering keyword filtering in PayHelm, you can quickly generate targeted insights that drive better business decisions and improve your ecommerce performance across all channels.