Dashboards and Filtering

 In this article:

• Dashboard Filters, Trends, and Reports — video.
• All of the options on the Dashboard.
• Filtering the Dashboard.
• Analyzing and sharing results from the Dashboard.
• Understanding the survey time window.

Suggested next article: Reporting and Analytics Overview

Dashboard Filters, Trends, and Reports — video

The Dashboard places your survey scores, verbatim comments, and core metrics front and center. This video will introduce you to the Dashboard's filtering, trend analysis, and reporting features — and is guaranteed to squash the learning curve!

Key change to the video: The Survey people button is now Edit and Send! 

(This video is part of our Core training and certification series.)

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All of the options on the Dashboard

In this section, we’ll explore 23 Dashboard features and other powerful resources to help you get the most out of Delighted CX. (Oh, and a switcher to get you to the new Delighted Surveys!)

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Filtering the Dashboard

There are three types of Dashboard filters. They can be used alone or in combination to capture in-depth segments of your response data, including:

• Filter buttons
• Search bar
• Date filter

Filter buttons

Filter buttons live along the left side of your Dashboard. Clicking these buttons automatically filters your responses to match the criteria you've selected. For example, if you click "promoters," every response will be a 9 or a 10. (The NPS score will become 100, and the smileys bar will turn fully green.)

The filtering options are:

Filtering for Additional questions and other Delighted properties

All of the properties you send with a survey request, as well as the ones that Delighted CX captures automatically, will be available as filters. Don't see the filter you want? 

Simply:

1

Click "+ Add a new filter" → located near the bottom of the list

2

Scan through the available Property filters

3

Select any filter you wish to add to your Dashboard

For example, to filter by responses to Additional questions, click the "+ Add a new filter" and select the Additional question you want to filter by. 

Free response Additional questions will not be available as a filter, but all other question types will filter!

Combining multiple filters

To combine multiple filters:

1

Apply the first filter by clicking on the desired filter button → and then clicking its pin icon

2

Select another filter → and then clicking its pin icon too

3

Repeat this process with as many filters as you'd like to apply

Removing filter buttons

Removing a filter won't affect the data—it's not the same as deleting a property — it just frees up space along the left side of your Dashboard! 

To remove filters:

1

Click on the filter's title

2

Choose the 'x' button → seen on the right corner of the filter

3

If you remove a filter accidentally, add it back with the "+ Add a filter" button

Rearranging filter buttons

The "All," "Comments," and "Tags" filters are fixed in place,  However, all other filters can be rearranged.

To rearrange filters:

1

Click on the filter's title

2

Drag and drop the filter into a new order

Can I exclude certain filters from my search?

Currently, the best way to exclude a specific value is to select values other than the one you want to exclude. 

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Search bar

Refine your comments by searching for specific keywords. Simply head to the search field, enter a keyword, and the responses will be updated to match your keyword. (Click the x to remove the search!)

Root words and specific phrases

Delighted CX will search using the root word of your search term. For example, searching for “return” will give you responses that use “returned” or “returning.”

To search for a specific phrase, use quotes around the text (ex. “support team”, “product quality”, etc.)

Using connectors

Add connectors between words to clarify your search (ex. "quality AND fit" or "jean OR denim"). Capitalize these connectors.

Excluding keywords

You can use the symbol “-” or the word NOT ahead of any word to filter only to responses that don’t include that keyword (ex .“-dress” and "NOT dress" will return all responses that do not include the word dress, while “clothing -dress” will return all responses that mention clothing but do not mention dresses).

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Date filter

Select from a number of preset ranges (like last week, last quarter, etc.) or set your own custom time range for filtering responses. 

Simply:

1

Click the calendar icon

2

Choose your time frame → and your Dashboard will be filtered accordingly

A note about date filters

Filtering your Dashboard by date will filter based on when the response was submitted, not based on when the survey was originally sent. This is different than the Metrics tab, which reports on engagement data based on when you schedule your surveys.

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Analyzing and sharing results from the Dashboard

The Dashboard places powerful performance features at your fingertips. As feedback rolls in, take immediate action—reviewing, reporting, sharing, alerting team members, and leveraging your customer-centric “close-the-loop” activities. Your Dashboard tools include:

Alerts	Trigger emails to notify your team when responses meet specific criteria
Email Digest	Regularly receive an email highlighting key feedback coming into your projects
iOS app	View the Dashboard, your responses, and your metrics on a smartphone
Permalink page	Analyze and share everything associated with a single response (ex. the scale-point score, comments, properties, Tags, and more)
Respondent history/details link	Click to see all of the details for each individual participant, including their feedback history and associated activity
Tag Manager	Update and manage the tags that will segment, analyze, and surface your key findings
Trends	Narrow the scope of your data by weeding out unnecessary data points and highlighting new insights
Webhooks	Push information about submitted responses and unsubscribed events to URLs of your choice, pinging other platforms’ APIs to automate workflows

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Understanding the survey time window

The core metric score is a moving average. By default, we apply a 30-day time window, which means your Dashboard shows the score for all responses collected within the last 30 days. 

You’ll see this 30-day moving average on your Dashboard, in trends, and in email digests.

To change your metric time window setting:

1

Open the "Projects" dropdown menu

2

Click the "Gear" icon → seen to the right of the project's name

3

Choose the desired time window → from the second drop-down list. 

4

Click "Save changes"

This setting can be changed at any time; it has no effect on the data being captured.

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