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: Templates 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!
(This video is part of our Core training and certification series.)
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 Templates.
|1||Templates menu||Switch between Templates and adjust Template-wide settings with the Templates menu. (You can also switch to Delighted Surveys from this menu!)|
|2||Logo||Click the "D" logo to jump back to the Dashboard from wherever you may be in Templates (ex. a Report or Trends page)|
|3||Help button||Need assistance, click Help!|
|4||Account menu||Access account-level details like billing, user access, and digest configurations|
|5||Dashboard tab||Return to your main Dashboard with a single click. (Hint: Clicking the Delighted logo at the top of the page will also return you to your Dashboard.)|
|6||Trends tab||Create permanent Trends to act as “saved searches,” tracking specific customer segments without recreating the same filters|
|7||Reports tab||Report out on your insights with Delighted’s powerful reports|
|8||Metrics tab||Review your survey engagement metrics across all platforms, including response and open rates|
|9||People tab||In the People tab, view a list of everyone you’ve ever sent a survey to, as well as details around their response histories|
|10||Integrations tab||Find all of Delighted’s out-of-the-box integrations, as well as our API docs and in-house integrations like Alerts and Testimonials|
|11||Survey people button||Takes you to the Platforms page where you can can customize and send your surveys, adjust your Thank you page, set Reminders, and insert Additional questions|
|12||Metric score and time window||See your metric score (ex. NPS of 70), as well as an option to graph that score over time. Also, view your current survey time window setting (ex. 30 days)|
|13||Smileys bar||Show the current breakdown of your feedback (ex. promoters, passives, and detractors for NPS or a Stars bar graph for a 5-star survey). Hover over any section to gain insight into the chart’s calculation|
|14||Response count||View the responses you've received for this Template. This metric will update based on any filters you have applied|
|15||Search bar||Search through your open-ended feedback for specific keywords or phrases|
|16||Date filter button||Filter responses by specific time frames|
|17||Filters||Filter responses by different data points, including any properties that you pass to Delighted|
|18||Score icons||Depict your feedback, (ex. promoters—happy face, passives—neutral face, detractors—sad face). Hovering over a smiley icon will reveal the exact score|
|19||Respondent history link||Click to see all of the details for each individual person, including their feedback history and associated activity. View the name, email address, or person ID of your respondents, and more|
|20||Timestamp & Permalink page||This timestamp reports when a response was submitted. Click the link to see the expanded details of a response (aka. Permalink page) with all associated properties, notes, etc.|
|21||Additional questions icon||This icon will indicate the number of Additional questions the respondent answered. Clicking the icon takes you to the Additional answers section of the Permalink page|
|22||Tags||Add tags to your responses to organize them based on key categories you want to apply (like “Customer support” or “Needs follow-up”)|
|23||Tag manager icon||Click this gear icon to access the tag manager page, where you can merge, delete, and rename your tags|
If you see this image in your Dashboard page, don't worry. It simply means that there's no feedback to show just yet! The modal will go away as you receive your first response.
Filtering your 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 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:
|1||Filter by score group|
|2||Filter by comments (with or without)|
|3||Filter by tags|
|4||Filter by any of the properties being captured|
|5||Click "+ Add a new filter" to filter by responses to Additional questions|
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 Templates captures automatically, will be available as filters. Don't see the filter you want?
- Click "+ Add a new filter" → located near the bottom of the list
- Scan through the available Property filters
- 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!
- Apply the first filter by clicking on the desired filter button → and then clicking its pin icon
- Select another filter → and then clicking its pin icon too
- Repeat this process with as many filters as you'd like to apply
- Click on the filter's title
- Choose the 'x' button → seen on the right corner of the filter
- If you remove a filter accidentally, add it back with the "+ Add a filter" button
- Click on the filter's title
- 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.
Root words and specific phrases
Delighted Templates 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.)
Add connectors between words to clarify your search (ex. "quality AND fit" or "jean OR denim"). Capitalize these connectors.
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).
- Click the calendar icon
- 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.
- Open the Templates dropdown menu
- Click the gear icon → seen to the right of the Template name
- Choose the desired time window → from the second drop-down list.
- Click "Save changes"
This setting can be changed at any time; it has no effect on the data being captured.
Combining multiple filters
To combine multiple filters:
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:
Rearranging filter buttons
The "All," "Comments," and "Tags" filters are fixed in place, However, all other filters can be rearranged.
To rearrange filters:
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.
Select from a number of preset ranges (like last week, last quarter, etc.) or set your own custom time range for filtering responses.
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 Templates|
|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|
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: