Filters

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.

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.

How to apply Filters in Segment reports

You always start by navigating to Segment -> Overview in the menu and choose the segment report you want to look at from the drop-down menu. 

In the top menu, you find a Filter selector where you can select the filters you want to view in the segment overview. To choose your filters do the following steps:

1. Click on Filters
2. Choose additional filters from the drop-down Segments (data filter). These options are based on the attribute specific settings (Allow filter or Allow filter without access) - read more on how to enable those here.
3. Click on Apply. 

Favorite Filters

Favorite filters let you quickly access your most commonly used filter setups in the segment overview. Instead of manually configuring your filters every time, you can save time by creating and reusing your personalized filter combinations.

Set up your Favorite filters by following these steps: 

1. Set up your desired Filters in the segment overview.

2. Click on the Save icon. 

3. Give your filter setup a Name and choose whether to Include date.

4. Click Save filters to store it.

Now your setup will appear in the drop-down by clicking the arrow next to Filters. 

Handle/Delete your Favorite filters by following these steps: 

1. Click on the arrow next to Filters to see the drop-down menu. 

2. Click Handle saved filters. 

3. Select the filters you want to handle and click on Delete selected to remove previously saved filters from your drop-down menu.  

How to apply Filters in Heatmap 

Navigate to the Heatmap in the menu. Follow these steps for apply filters to your heatmap view: 

1. Click on Filters
2. Choose which segments you want to view by selecting them from the drop-down Segments (rows)
3. Choose which results you want to view from the drop-down Columns
4. Choose additional filters from the drop-down Segments (data filter). These options are based on the attribute specific settings (Allow filter or Allow filter without access) - read more on how to enable those here.
5. View results from either All surveys or Included in organization report only from the drop-down Survey filter. This parameter is available to all users who have access to the heatmap. By choosing Included in organization report only, the results from the surveys that were included in included in the organizational report will be visible in the heatmap. When choosing All surveys, you see a total of all the latest survey results in the organization.

Read more about how to save your Favorite filters in the heatmap here. 

The OR logic doesn't apply for heatmap filters (i.e. combining results is not possible).