How to filter feedback data
- Carlos Carasco
- Anna Khrystenko (Unlicensed)
Locating the Filter button
The Filter can be found in:
The Live feed page
The dashboard
The report page
Editing a segment
Editing a custom dashboard view
Editing report charts .
Making a search
Choose your filter
You can choose over 15 selectors to filter your feedback data, allowing you to choose between a wide view of your feedback, or something more precise.
Our most used filters by our clients are time period, attribute, and survey
Choose the operator
Operators help you drill down to find only the values you want to see.
Each operator page is different and dependent on the filter you’ve selected.
Select a value
Here’s where you match the value to the condition you just set.
Most filters allow you to stack values together should you need to filter multiple values at once.
Save your searches as segments
Segments allow you to create cohorts of your feedback data. You can find your segments in the search button under the tab Segment
Adding Filters
When you add a filter, the system automatically applies an AND relation between it and any subsequent filters.
Changing the Relation between multiple filters
If you prefer to apply an OR relation between two filters, you can click on the operator between the filters to toggle it from AND to OR.
Some examples:
If Attribute Property = South Star OR Survey = NPS upload AND Time period = last 7 days this will show feedback that matches the following:
(Attribute Property = South Star) OR (Survey = NPS upload AND Time period = last 7 days)If Attribute Property = South Star OR Survey = NPS upload OR Time period = last 7 days this will show feedback that matches the following:
(Attribute Property = South Star) OR (Survey = NPS upload) OR (Time period = last 7 days)