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Knowledge Base

Using Analytics & Monitoring

Guides on how to use the platform's analytics and monitoring features

Applying Filters on Reports

User permissions required: ‘View Sources’ AND ‘View Labels’


In Reports you can use the filter bar to manipulate the charts and update the summary statistics presented.

What's covered in this article:


Filter bar and adding or removing filters


The filter bar works mostly in the same way as in Explore, see here for more information. The key difference is that in Reports, you can use thread filters for conversational datasets containing threads (including email threads, chats and call transcripts). See below for more detail on thread filters.

It's important to remember that you can add multiple filters (including multiple metadata fields) in Reports (and Explore), and that all of the filters will determine the verbatims in scope (as shown by the summary stats at the top of the page).

When selecting which labels to appear in the label-specific charts, you use the dropdown 'Charted labels' menu in the top bar on either the Trends or Segments page. 


Label filter


Again, the label filter bar in Reports works in very much the same way as in Explore, see the previous description here for more information and for a detailed explanation of the Advanced Prediction filters see here.

Please Note: The label filters do not determine which labels are actually plotted on the label-specific chart. This is determined by the 'Charted labels' selector. See below for more detail.


Threads filter

At the top of the filter bar, users can toggle between 'Verbatims' and 'Threads'. This allows you to apply analytics at the level of conversations, instead of individual messages. 

The threads filter is applicable for longer-form conversations like email threads, phone calls and live chats. Once the 'Threads' filter is selected, a fourth reports tab will become available, containing charts relating to thread properties and label volumes.

Verbatims-Threads toggle on the filter bar


Time series filtering

There are two methods for filtering the time series within Reports, using the time series filter in the filter bar, or selecting an area on a time series chart.

This will filter the verbatims in scope to only the select period, as well as adjust any time series charts to the filtered period.


Using the time series filter in the filter bar is the same as in Explore - simply select a 'From' and/or a 'To', or choose a preset custom range such as 'Last 7 days'.



Time series filter on the filter bar


To select the area on a time series chart:


  • Select a chart that shows a trend over time
  • Highlight a time period on the chart by clicking your mouse at the start of the time period you want to filter and drag it to the point in time you want to finish on 
  • This will filter the chart for the specific time period that you highlighted


Example time period filter using the highlight method


Once the chart refreshes you will see the time period you selected has automatically been applied to the timestamp in the filter bar, and the time period in the summary statistics at the top of the page.


Chart time sequence

In the Trends tab, you can select which time sequence you want the time series charts to be displayed in using the dropdown menu just below the summary statistics. 


This allows you to plot the time series charts as:


  • Daily
  • Weekly
  • Monthly
  • Yearly


Trends tab showing time sequence dropdown menu


Next: Charting specific labels and property values

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