Filters

Filters appear at the top of the dashboard and match fields contained within the dashboard's tiles. Depending on their configuration, they can include single- or multiple-choice options, ranges of values, or various date and time options. In some cases, filters may be required by the dashboard in order to run.

• Date: The Date filter allows you to filter by various criteria.

  • Click in the Date field to reveal a drop-down menu and select the filter of your choice.
  • If desired, change the number that appears (7 is pictured here) to a number of your choice. Then use the drop-down menu to select the unit of measurement.
  • Click the + sign to add any other desired criteria for filtering. To remove criteria, click the X.
  • Note that "null" and "matches" in the drop-down menu are not applicable at this time.

• Callback Source: Click in the Callback Source field to reveal a drop-down menu that will allow you to filter by any combination of the following callback sources: Voice or Digital.

• Date Interval: Select an interval to apply to the X-axis of any time-series charts (bar charts, line charts, etc.).

• Callback Type: Click in the field to reveal a drop-down menu that will allow you to filter by ASAP callbacks, Scheduled callbacks, or both.

• Call Target Name: Click in the field to reveal a drop-down menu that will allow you to filter by any combination of Call Targets.

• Reporting Category: Select a Reporting Category to limit the data included in the report.

After updating a filter's value(s), you will need to refresh the dashboard to pull in the filtered data. A refresh button will appear in the upper right corner of the dashboard. After clicking on it, each tile may take a few seconds to update.

Refreshing Data Unless configured otherwise, dashboards do not automatically update after they initially load. You can refresh your data at any point by selecting the refresh button in the upper right corner of the dashboard. Alternatively, if you expect new data and nothing appears to update, you can use the drop-down menu in the upper-right corner to clear your local cache and refresh the results.

This drop-down menu also includes the option to download the dashboard, schedule delivery of dashboard data, reset filters, and view the data within your time zone. Read on for more information about downloading the dashboard and scheduling delivery of dashboard data. Downloading Data/Reports Each of the Insights dashboards can be downloaded in its entirety, either in PDF or CSV format.

Download Options

Consult the steps in this section for help with downloading reports.

1. Open the options drop-down in the upper-right corner of the dashboard and select the Download option.
2. In the modal that appears, select either PDF or CSV in the Format drop-down menu.
3. Select the Paper Size in the drop-down menu. In order to ensure all data is visible on tables, select the option to expand tables to show all rows.
4. When ready, select the blue Download button.

1. Open the options drop-down in the upper-right corner of the dashboard and select the Schedule Delivery option.

2. In the Settings tab, complete the following fields. When you are finished, click Save. You may also click Test Now to have a report sent to you for your review before saving your settings.

   • Schedule Name: Edit the default name of the report, if desired.
   • Recurrence: Select how often you would like to receive the report.
   • Time: Select the time you would like to receive the report.
   • Destination: Reports will be sent through email only.
   • Email addresses: Enter the email address(es) that you would like to have the reports sent to.
   • Format: Select your desired format for the report. You may select PDF, CSV zip file, or PNG visualization.
   

3. In the Filters tab, change any of the filters for the dashboard if desired. See the Filters section of this article for more details on how to filter the data. When you are finished, click Save. You may also click Test Now to have a report sent to you for your review before saving your settings.

   

4. . In the Advanced options tab, complete the following fields. When you are finished, click Save. You may also click Test Now to have a report sent to you for your review before saving your settings.

   • Custom Message: Add a message to be included in the body of the email.
   • Expand tables to show all rows: Select this checkbox if desired. Note that large tables may display as plain text.
   • Arrange dashboard tiles in a single column: Select this checkbox if desired.
   • Paper size: Select the desired paper size for the report.
   • Delivery time zone: Select the time zone you would like to use for the delivery of the report.