How to use filters in the dashboard

How to get the most out of the dashboard by using filters

Filtering your responses allows you to further analyze your survey responses. In Starred, you are able to choose which filters to apply and save ones you are using regularly.

Please note: this feature is only available for users with the access rights “Can filter dashboards”

11341134

The filters that you’ll be able to use in your dashboard can basically be divided into two categories:

  • Filters that Starred adds automatically. These include the date of the response as well as the NPS score if your survey included the NPS question.
  • Filters based on custom fields that you have added to your contacts when you sent them the survey invite. Do the words custom fields sound new to you? If so, head over to our article called "Adding custom fields to respondents” before you continue reading this one. It will make much more sense, we promise!

To make filtering through the dashboard easy and efficient, Starred uses expressions and conditions. Let’s take a closer look!

Date filter

By default, when responses start coming in, they will be attached to a certain date. Starred takes this information and allows you to use the date as a filter in your dashboard to look at your results over time.

The Starred “Date” filter works based on the following expressions:

  • In
  • Is
  • Is before
  • Is after
  • Is between
  • Is empty
  • Is not empty

Let’s make a few examples.

The expression “in”

When you select the expression “in” with a Date filter, you’re able to choose between a few options such as last 30 days, last month, this quarter and so on.

322322

The expressions “is”, “is before”, “is after”

When choosing the expressions “in”, “is before”, “is after” with a Date filter, you’re able to view responses based on a specific date.

364364

The expression “is between”

If you want to see responses that have been sent between two specific dates, this would be your chosen filter to use.

The expression “is empty”, “is not empty”

You won’t really use it with the “Date” filter as every response will be attached to a date, but this expression will be useful with other filters you might have.

NPS

If you have included the NPS question in your survey, you can filter through your dashboard based on the NPS scores given by your respondents.

The NPS filter lets you select data relating to your Detractors, Passives and Promoters so you can have a better understanding of what the different respondent groups think of you.

Your company’s filters

If you have used custom fields (e.g. Department, RecruiterName, Location, etc.) when inviting your contacts, they can also be used as filters to dive deeper into the data.

11341134

These filters are based on the following expressions:

  • Is any of
  • Is not any of
  • Contains
  • Does not contain
  • Is empty
  • Is not empty

Let’s look at one example: in this case we have selected the custom field Department, chosen the expression is any of and selected the departments we want displayed, namely Finance, Treasury and Accounting.

386386

To remove the filter, you can click on the “x” button next to it.

Please note: Starred will store your active filters up to a day. If within a day you return to the same survey dashboard (that includes also other views, such as the Comparison dashboard or the Priority Matrix), Starred will re-apply the same filters you had previously.