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About the Dashboard filters
The Dashboard includes multiple filter options that you can use individually or combine for more granular data segmentation.
Date range
This filter will recalculate the data based on the survey responses received in the selected date range.
You can apply a date preset:
Today;
Last 7 days;
Last 30 days;
Last 90 days;
This month-to-date;
Past month;
This quarter-to-date;
Past quarter;
This year-to-date;
Past year;
All time (this is the default option).
If none of the presets fit your needs, you can choose the "Custom range" option, which allows you to set a start and an end date, and the data will be filtered for that particular period.
Campaign filter
The Dashboard will display the data based on all your customers' last survey scores, no matter when or in which campaign the score was given.
If you have multiple campaigns in your account, you can choose to filter the data for each of them.
For example, if a customer answered in two different NPS campaigns, first with a score of 6 and then a 10, on the default Dashboard the customer will be considered as a Promoter because the last score they gave was a 10. But if you select the other campaign in the filter, then the customer will be displayed as a Detractor, because their last score in that campaign was a 6. Learn more about how the scores are calculated on the Dashboard.
Attributes filter
IMPORTANT: When filtering the Dashboard using customer attributes, the displayed data will consider the properties and tags the customer had at the moment of providing the feedback. They are known as historical attributes. If these tags or properties change after the customer has answered a survey, the previously given feedback will not be updated with the new attributes. If needed, though, you can update them manually.
The attributes filter gives you the possibility to view the data on the Dashboard by custom audience segments, such as country, company name, product name, signup date, etc. You can combine them to narrow down your audience.
The attributes filter consists of one or more filter rules. A filter rule has three* elements:
Property name
Condition
Value
* Some properties will not require a value if your condition is "has any value" or "exists".
In order to build a rule, you need to choose a customer property. The property selector includes the following categories:
Tags - includes customer and feedback tags (topics);
Custom properties - these are the customer properties that you have created manually, or when importing your audience from a CSV file, via an integration, or using our API;
Organization - this is a default category that includes all the properties related to customers' companies;
Location - this is a default category that incorporates such properties as the customer's country, state, city, etc.
After you have selected a property you will need to choose a condition. Each property type has its own set of conditions. For instance, if the property stores a date such as "signup date", then you will have to choose from conditions like "the date is before or on", "more than or less than X days ago", and so on.
Finally, after you have selected a condition for the property, you will need to specify a value. Only customers that match the selected filter will be counted on your Dashboard.
If you need to create a complex attribute filter based on multiple properties, then you can create additional rules.
Also, make sure to check the "all/any" general condition:
All - only customers that match all filter rules;
Any - customers that match any filter rule.
After you have set up your filters, click the "Apply" button and the Dashboard will be recalculated. If you have lots of feedback (thousands of survey responses), then it might take up to a few seconds for the filter to apply.
When you have applied a filter, you will see a notification bar, which lists all the options used to filter your Dashboard. You can also click the "Reset" button to set another filter.
You can also save your most-used filters in order to increase your time-efficiency. Learn more.