Use the filter functionality to narrow down your result. Filters may exist on aggregated results like segment reports depending on the organization settings. The option to filter and to what extent it is possible to filter are enabled and configured by an administrator, read more about it here: Attribute specific settings.
Note: Please note that if the filtered result does not contain enough answers (based on your minimum segment size), no report will be shown.
How filters works and a use case example
The filters work similarly to an Excel filter where the attributes in Eletive equal columns in Excel. The following logic applies:
- If filters are applied for several segments within the same attribute, think of it with OR-logic
- If filters are applied for several segments in different attributes, think of it with AND-logic
For example, let's say that a segment report for the attribute Department and segment Marketing is open (including users 1-3 in the table below). If one wants to see the combined report for teams Marketing and Sales, open the filter and select the Sales segment. Because both Marketing and Sales are teams and within the same attribute Department, the OR logic applies meaning that the report will show users from "Marketing OR Sales". In the table below, users 1-6 would be included.
Another example, if you want to see a report for 30-35-year-olds in Marketing and Sales then open the filter and select that range in a Date of birth attribute. The Date of birth and Team attribute are different meaning that the AND logic will apply. You will now see a report for "Marketing OR Sales" AND "30-35 year old". The users 2-5 in the table below would be included.
| User | Team | Date of birth |
| 1 | Marketing | 60-65 |
| 2 | Marketing | 30-35 |
| 3 | Marketing | 30-35 |
| 4 | Sales | 30-35 |
| 5 | Sales | 30-35 |
| 6 | Sales | 50-55 |
| 7 | IT | 30-35 |
| 8 | IT | 40-45 |
How to apply filters in Segment reports
You always start by opening a segment report, navigate to Segment -> Overview in the menu. In the upper right corner, start by selecting an appropriate segment in the segment selector (highlighted in green box). Then click on the Settings (highlighted in in yellow box), this will open a side panel.
In the side panel add your in the filter segment selector (highlighted in yellow box). Note that you only can filter with segments where you have enabled the Allow filter or Allow filter without access feature. Read more on how to enable those here. Have the above explanation about the filter logic in mind when filtering reports.
How to apply filters in Heatmap
Navigate to the Heatmap in the menu. Start by doing your segment selection in the heatmap, or have all segments visible in the view (highlighted in green box). Choose which segment/segments you want to filter the segment results within the heatmap (highlighted in yellow box). Note that you only can filter with segments where you have enabled the Allow filter or Allow filter without access feature. Read more on how to enable those here. Have the above explanation about the filter logic in mind when filtering reports.
