Administrators can save workspace filters to use the filtered view by default. The saved filter applies to anyone using the workspace. Saving your filters within a workspace allows you to analyze your data using the same view by default.
Note: Administrators can always create and manage workspaces. Non-admin team members must be given access by an administrator to create and manage workspaces.
Before you save a filter, your workspace uses the following filters by default:
- the date filter is set to the last 30 days
- all forms are selected
- only submitted responses are shown
- no additional filters are added
Saving Filters in a Workspace
To save filters in a workspace:
- Apply filters to your workspace.
- Select Save Filters at the top of the screen.
- Review your filters, then select Save.
Anyone who views your workspace views the saved filter. They can adjust the filter to see different views, but they can’t edit or remove the saved filter. Administrators and team members with permission can change and remove saved filters.
Changing Saved Filters
You can now start making changes and adding new filters, depending on what data you'd like to see in your workspace by default. When you make any changes or add a new filter, they'll appear grey to make it easy for you see what changes you've made so far as compared to the default view - we call these 'temporary' filters as they're not yet saved.
For comparison the saved filters will always appear white.
Saving Date Filters
When it comes to date filters, you have the below options to choose from when saving your workspace:
- A set range (24h, 7 or 30 days)
- A range between date X and date Y
- Start from a certain date to the viewing date
If you include today in the date range and try saving your filters, we'll ask whether you want to always see the results from the start date you selected until today. This way you won't have to make changes to the date filter again when you view your workspace on another day.
Resetting Filters
If you've made some changes but would like to revert back to the default filters, you can click the 'Reset' button on the right - this will revert the workspace back to the latest view you saved.
Use Cases
Date filter
Use this filter to capture a certain period. This can be last 7 days, last month but also a date range reflecting a certain research project. For example a campaign you’ve run in Q4 2020.
URL filter
With the URL filter you have the option to zoom in on a certain part of the journey. Relevant to roles that are focused on specific journeys or parts of the customer journey (payment, product page, service). This url filter is also valuable for teams that focus on specific brands or countries. In most cases this is reflected in a specific URL.
Custom variable filter
This filter can be used in many ways. It depends what type of custom variables you are collecting. Think of customer tiers (premium, gold, silver, bronze), cart value, if your customer is logged in or if they already been in touch with customer care. Use this filter to narrow down on a specific group of customers.
Keyword filter
With the text analysis capabilities in Workspaces you are empowered to check in on what matters most to the ones that gave feedback. Using the keyword filter helps you to zoom in on all results and responses that are connect to a certain keyword, or a group of keywords.
Answer filter
Use this filter to zoom in on results based on a specific answer. This can be a score, a specific group that was agreeing to a statement or multiple answer reflection a certain audience.
Combine filters
The flexibility of Insights enables you to combine the different filters to create your ultimate view on the data. A view that works for you and your coworkers. Don’t forget to involve them and share the workspace including the saved filters with them.