Embedded Analytics: How to Filter on Dashboards

💡: Your organization must have Embedded Analytics configured for the ability to Drill Down within your Analytics dashboards. For further clarification or details on your organization's analytics, please chat with your Customer Experience Manager.

 

How to Utilize Filters on Your Dashboard(s):

 

1. Select the dashboard in which you'd like to start filtering your data.  Screenshot 2023-07-31 at 3.27.16 PM.png

 

2. Select the Filters button on the right hand side of your screen.Screenshot 2023-07-31 at 3.29.08 PM.png

 

3.  Select the appropriate data points that you are looking to capture. In this example, we will be looking at "Safety Reports Workflow Title". As a user, you have the ability to add multiple filters, if desired, continue to add additional filters by selecting "+ Add Filter". Screenshot 2023-07-31 at 3.30.56 PM.png

 

4. Select "Close" when ready to see the dashboard with the filtering applied. If this is a filter that you will be utilizing in the future, you can select "Save this filter". This will allow you to have personalized filters that can be defaulted upon entering this specific analytics dashboard (see below for further details on this) Screenshot 2023-07-31 at 3.31.49 PM.png

 

 

Utilizing Default and Personalized Filters:

Each user can save their filter configuration so the next time they navigate to the dashboard, the saved filters will automatically be applied. The filters are saved locally on your device; i.e. if you log into your Aclaimant account on a different device, your filters will not be available. It works like cookies in your browser. Now that each user is in control of what filters you apply, you need a way to assert AND or OR logic across the filters. The default condition is AND, but you can click on it and change it to OR.

Users can also set a default filter for a dashboard. Note that this is different than users specifying filters for their own personal use. A dashboard’s default filter will automatically apply filters to a dashboard if a user does not have their own personal filters configured for that dashboard.

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