Results Data Filtering

The Results section of the platform allows you to use filter options for any dashboard. Filtering works on three levels:

1. Date filter
To see results only for a specific period, use the date filter placed on the right side of the Results section of the platform. This filter allows you to scroll through the months and years, input the required date manually or allows you to choose from some predefined time frames like last week or this year. To apply the filter, click on the “Apply” button or click anywhere outside the filter. Please note that the date filter is saved with each of your sessions. That means if you leave the platform with the “last 7 days” filter, the next time you log in, you have the same time frame applied.

2. Widget filter
Some widgets can display a lot of values, which can limit the readability of the data. To make the relevant part of the widget pop, choose the desired attribute from the legend of the widget. For example, this can be used to compare picked parts better visually. You can click on multiple parts of the legend.

3. General filter
Available on the left side of the Results part of the platform, a robust filter can help you sort out the data based on any details. Below is a brief description of filters and situations when you can use them.

• Structure: see only results for specific country, team, or employee
• Attributes: see only results based on the gender, order value, retention type (any attribute you send us in the Data Source)
• Flow & questions: see only positive results for CSAT question, see only results for Call Center Inbound flow
• Interaction: see only results with a reply to a customer, with an internal discussion

Use a checkbox to select the relevant attribute for filtering, or help yourself with the “exclude selection” switch when you want to exclude a few attributes.

To apply the filter, click on the “Apply” button or click anywhere outside the filter. All currently applied filters are shown under the filter input field and highlighted in grey. To remove the active filters, click on the “Clear selection” option. To reduce filters, click on the “x” option available for each filtered parameter.

Getting tired of filtering the same stuff all over again? Learn how to use Filter preset.