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.
Filter bar and adding or removing filters:
The filter bar works in the same way as in Explore, see the previous description here for more information. Within Reports, however, it is not possible to filter by 'Reviewed' or 'Unreviewed' status.
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.
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.
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 before and/or an after date, 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 time series filter in the filter bar, and the time period in the summary statistics at the top of the page.
Chart time sequence
You can select which time sequence you want the time series charts to be displayed in using the dropdown menu in the upper right hand of either Trends or Segments. This allows you to plot the time series charts as:
Time sequence filter dropdown
Charted label selection
To select which labels actually appear in the charts in the Reports page, there is now a 'Charted labels' dropdown menu in the top bar.
Simply select whichever combination of labels you want to appear and these will be plotted on the charts that distinguish between different labels, as in the example below.
If you select a number of labels, they will appear in a bar at the top of the page (see below) as a visual indicator of which labels have been selected to appear on the charts.
All of the labels that you select will appear highlighted at the top of the page as a visual reminder, and can easily be removed by clicking the 'x' icon next to each label name.
Reports page showing 'Charted labels' selected
Please Note: This action does not change the verbatims that are in consideration by Re:infer, merely which labels are plotted on the label specific charts. An easy way to remind yourself of this is to note that the total number of verbatims shown at the top of the page does not change when you select any labels from the 'Charted labels' dropdown.