Using the Advanced Editor for Shipment Insights
The Advanced Editor allows you to build complex shipment‑based insights using grouped logic, AND/OR conditions, and negation. This enables highly granular filtering for event types, posting marks, load status, and more.
Steps to Use the Advanced Editor
- Open the dashboard where you want to create the insight.
- Select Add Insight and complete the initial setup (name + fleets).
- Choose a shipment template, then select Go Advanced on the Editor tab.
- Select Yes on the popup to switch to the Advanced Editor.
- Select Add Group to create a new group of criteria.
- Choose an Attribute Name (e.g., Event Posting Mark) and an Operator (e.g., In).
- If applicable, select values from the Search popup to populate criteria.
- Use Add Criteria within a group to create additional conditions joined by AND/OR.
- Use the topmost Group Operator to control how groups interact (AND / OR).
- Select a Display Type and preview the insight.
- Select Create to save the advanced insight.