• ANALYTICS AND A/B TESTING • SETUP GUIDE

How to Filter Analytics by Form and Time Range

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Use the form and time-window filters to compare Shopify registration performance over a defined period.

Before you begin

Select the form and reporting period you want to inspect. Use a known storefront visit and application as a test, and keep visit, submission, approval, and sales counts separate when interpreting results.

Use comparable selections

Choose a specific form and a time range such as 7, 14, or 30 days before reading the figures. A different form or window can explain why Analytics and an inbox search appear to show different totals.

For a comparison, hold the metric definition and window length steady, and note when the form changed. Investigate individual applications in Submissions rather than expecting the aggregate report to replace the application record.

Set up this workflow

  1. Open Analytics.

  2. Select one specific form from the Form filter.

  3. Choose the available time window, such as 7, 14, or 30 days.

  4. Review the funnel, sources, submissions, and review figures for that selection.

  5. Change one filter at a time when comparing periods or forms.

  6. Confirm the report selection before sharing a conclusion with your team.

Example

Create two test forms and inspect each separately for 7 days, then 30 days.

Expected result

Form and date selection are recorded with the result so comparisons do not mix different populations.

Limits and important behavior

  • Comparisons need the same metric definitions and comparable periods.
  • A changed time range can explain apparently missing applications.
  • Use submission details to investigate individual records rather than expecting analytics to be a complete audit log.

Troubleshooting and verification

If figures seem inconsistent, compare the same form and period and confirm that the tested page uses that form’s slug. Tracking can fail without blocking submission, so the inbox and analytics do not have to match exactly.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Filter Analytics by Form and Time Range” after completing the setup. Show the controls used to open Analytics. Add a second screenshot showing the result of this check: Confirm the report selection before sharing a conclusion with your team. Use dummy applicant details and mask any secrets.

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