Dashboard filters

The Dashboard page provides a variety of filters to allow you to review data for the exact interactions you are looking for. By default, only the date filter is configured (to show the last three days), and you can combine any of the additional filters for more granular results. After configuring the filters as desired, the filtered results will automatically display in the Dashboard widgets area.

This article describes all of the filters available on the Dashboard page:

  • User group
  • Survey
  • Date range
  • Respondent language/dialect
  • Custom
  • Question response

User Group Filter

Note:

If you do not have any User Groups defined, you will not see the User Group option on the Filters tab.

Limit Dashboard results to only the members of a specified group. Based on your role, you may have access to different User Groups than others:

  • Agents: This role can view results from any User Groups that they belong to. If the Agent does not belong to a specific User Group, they will not see that User Group in the dropdown menu.
  • Admin: This role sees all User Groups in the dropdown menu.

Survey Filter

Display the information for one specific survey via the steps below:

  1. Click the Survey dropdown.
  2. Select a survey from the list.

Date Range Filter

Narrow down the displayed results to a specific date range. Click the date range field or the calendaricon to view the dropdown list of pre-selected date ranges, or click Custom Range in the dropdown list for custom start and end dates.

Advanced > Date Filter Type

This filter controls the way in which the specified date filter is used to select data to display in the dashboard.

OptionDescription
Response submission timeDisplays results for surveys within the specified date range
Interaction scheduled timeIncludes data from surveys where the scheduled_attime falls within the specified date rangeNOTESurveys may not have had any responses in that time, or the responses may fall outside of the time range.
Interaction start timeIncludes data for surveys that began within the specified date range
Interaction completion timeIncludes data for surveys that were completed within the specified date range

Date Filter Type ExceptionsThere are four charts that ignore the Date Filter Type:

  • Survey Completion % By Type
  • Survey Type Breakdown
  • Survey Volume Over Time
  • Surveys (overall counts at the top of the Dashboard)

These four charts include data for interactions that have been abandoned or have not started yet, so it would not make sense to apply a Completed At or Response Submission Time filter. Instead these charts show interactions that were scheduled or completed within the specified Date Range.

Respondent Language/Dialect

With this filter, the Dashboard will only display survey interactions that contain the specified respondent language or dialect. This helps ensure that the word cloud only contains words for a specific language.

Custom Filter

Use this filter to display survey results by specific attributes, such as Survey Method, Language, Agent ID, Call Type, Phone Number or Email Address. If more than one filter is specified, only survey interactions that match all specified filters will be shown, unless OR logic is used (see note below).

  1. Click Add Custom Filter.
  2. In the dropdown menu, select an attribute in the Column field.
  3. Select a comparison operator (equal to, greater than/less than, like, etc.).
  4. Enter a search value in the Value field.
  5. Add additional custom filters as needed by repeating the previous steps.
  6. When finished adding Custom Filters, click Apply Filters.
Note: To use OR logic, configure two or more custom filters with the same key, with all of them using the equality operator (=). For example, the filter shown here would return interactions in which the agent ID is Joe, Meghan, or Al.
example of custom filters using OR logic

Question Response Filter

Display survey interactions that have question responses that match the specified criteria of this filter.

  1. Click Add Question Response Filter.
  2. In the dropdown menu, select a question type in the Question field.
  3. Select a comparison operator (equal to, greater than/less than, like, etc.).
  4. Enter a search value in the Value field.
  5. Add additional Question Response filters as needed by repeating the previous steps.
  6. When finished, click Apply Filters.