⚠️ Note: Only HR and Admin users can access and use filters.
🧭 Where to Find Filters
Go to Reporting → Dashboard from the main menu.
The filter options are located at the top of the Dashboard page.
✨ Available Filters
You can filter the Dashboard data using the following categories:
Date Range: Choose a specific period or select a predefined time range.
Template: Filter results by the feedback template used.
Category: Filter by specific categories defined within your organization.
Department: Focus on data from a specific department.
Team: Display results for a specific team.
Employee: View data related to an individual employee.
Each of these filters can be applied for the general Dashboard view or specifically for Continuous Feedbacks, Actions, and Engagement data.
⚙️ How to Apply and Manage Filters
Click on the filter type you want to apply (e.g., Date Range, Template Type).
For the Date Range filter:
- Either select specific start and end dates, or
- Choose from the suggested time ranges.For all other filters:
- Click the dropdown list and select one or more options.
- The charts and statistics will automatically update to reflect your selection.
4. To clear a single filter, click the ❌ icon next to the filter name.
5. To clear all filters at once, click the green ↩ Reset Filters writing in the top-right corner.
📊 View the Results
After applying filters:
All charts, graphs, and statistics in the Dashboard will update automatically.
The data displayed corresponds to your selected filters, giving you a targeted overview of continuous feedback, actions, and engagement.
💡 Tip: Use filters strategically to focus on specific time periods, teams, or categories. This helps you quickly identify trends, measure participation, and track engagement progress across different groups.