Filter dashboard data

Dashboards are made up of your selected indicators and raw data. To analyze your data effectively, it’s essential to add filters.

Follow the steps below to create the filters you need:

Add a filter

1. First, go to the left-hand menu  Analytics, then Dashboards.
2. Open the dashboard of your choice by clicking on Edit.
3. In the top right corner of the page, click the funnel icon: 
4. Several filter types are available. Choose the one you want from the list (Campaigns, Distributions, Dates, etc.).
5. Choose a filter name (this is the name that will appear on your dashboard). You can change it later.
6. Select the items you want to display in the filter list, depending on the filter type you chose.
7. Click Apply.
8. The filter will now appear at the top of your dashboard. Click the small arrow to view the filtering options you selected:

Available filters

Campaigns

If your dashboard includes indicators and data from several different campaigns, it’s important to be able to filter and display only the campaigns you’re interested in.

Distributions

A distribution refers to the process of deploying a survey across various channels to collect responses. Filtering survey data by distribution helps you analyze how effective each collection channel is (email, website, etc.) and better understand respondent profiles—allowing you to optimize your distribution strategy and interpret the results more precisely.

Feedback

A feedback is a response collected during a campaign, often used to assess user experience or opinions. Filtering by feedback allows you to analyze and categorize responses based on specific criteria, such as satisfaction or detailed comments. This helps identify strengths and areas for improvement, and tailor future actions to user insights.

Date

Filtering by date or period helps you analyze how responses evolve over time, spot seasonal trends or changes linked to specific events, and assess the impact of particular actions or changes on results. It helps provide temporal context and adjust strategies accordingly.

Attributes

Attributes are data points you already have before launching your surveys. They are contextual data automatically associated with each collected response. Filtering by attribute lets you analyze results based on specific contextual information (like region, product type, or email), refine insights, personalize reports, and ensure alignment with your internal data.

Segments

Segments are groupings of specific attributes that define a respondent population associated with one or more campaigns. Filtering by segment allows you to analyze responses from specific respondent groups based on defined criteria.

Platform

Filtering by platform lets you analyze responses based on the respondent’s device (tablet, mobile, desktop). This helps you understand how the user experience varies by device and optimize your interface and distribution strategy accordingly.

Flag

A flag identifies a respondent profile based on several predefined conditions in your questionnaire. Flags help segment your response statistics to highlight certain behaviors (detractor, satisfied, etc.). Filtering by flag allows categorization based on behaviors or characteristics identified in the survey.

Closed Loop

The Closed Loop feature allows you to respond to feedback by taking personalized actions for each response (e.g., solving an issue or thanking a customer). Adding a Closed Loop filter helps you quickly track actions to be taken or respondents you've already answered to improve the customer experience in real time.

Classification Tree

A classification tree is a hierarchical structure used for semantic analysis. It organizes verbatims into thematic categories, making them easier to understand, automatically categorize, and extract useful insights from.

You must add this filter to your dashboard before using the filters below.

Classification Plan (Semantic Analysis)

This filter is available if you've enabled Verbatim Analysis, which automatically analyzes text responses from your respondents.
After selecting a classification tree, you can filter verbatims by three levels:

• Category
• Sub-category
• Sub-sub-category

Semantic analysis is only available on raw data.

Learn more about verbatims

Sentiment (Semantic Analysis)

This filter is also available if you've enabled Verbatim Analysis.
Once a classification tree is selected, you can filter verbatims based on detected sentiment:

• Positive
• Negative
• Neutral

Semantic analysis is only available on raw data.

Learn more about semantic analysis.

Edit a filter

1. Go to the left-hand menu  Analytics, then Dashboards.
2. Open the dashboard of your choice by clicking on Edit.
3. If filters have already been added, they will appear at the top of your dashboard. Hover over the filter you want to edit and click on the pencil icon
4. Select or deselect the elements you want to display in your filter list, then click Apply.

Delete a filter

1. Go to the left-hand menu  Analytics, then Dashboards.
2. Open the dashboard of your choice by clicking on Edit.
3. Hover over the filter you want to delete, then click on the icon to delete it.