Save filters: Create and manage views in the dashboards

Benefits

Views allow you to save a set of filters, enabling quick access to frequently used configurations without the need to select filters repeatedly. This feature helps streamline your workflow and ensures efficient data analysis.

Understanding and using views

Creating a new views

You can save your preferred filter settings as a reusable views by following these steps:

1. Configure all the filters to the values you want to save.
2. Click on the Views button to open the views window for creating and managing views.
3. Click on Add Views and provide a descriptive name to easily find it later.
4. Click on Save to finalize the creation of the view.

Managing views

Access and apply previously created views to restore filters to the saved configuration with these steps:

1. 1. Click on the views button to open the views window.
   2. Select the view you want to load.
   3. Click on Apply to restore the saved filter settings.

Best practices for using views

• Create multiple views: Combine sets of filters that you use frequently to maximize the efficiency of views.
• Use clear and descriptive names: Assign meaningful names to your views to quickly identify them when needed.
• Regularly review and update views: Delete outdated views to keep your list organized and relevant.

Sharing views between dashboard and report

Overview of the Feature

Navigating between dashboard and report in CXP is now more seamless thanks to shared views functionality. Users can create views on one dashboard and access them from corresponding report, maintaining filter settings and improving contextual continuity.

Benefits of the Feature

• Enhanced Efficiency: Save time by eliminating the need to recreate filters when switching views.

• Improved Continuity: Maintain analytical context between dashboards and reports for more consistent insights.

• Streamlined Workflow: Move between performance metrics and detailed reports without losing applied filters.

Feature Details and Explanations

Cross-Dashboard views

Views created on the following web dashboards now sync with their respective reports:

• Reviews

• Sentiment

• Survey Reviews

• Survey Statistics

This bi-directional sync ensures that filters saved in views carry over when moving from a dashboard to a report and vice versa.

Goals Dashboard Synchronization

Views also sync between the “Open Goals” and “Closed Goals” dashboards, making it easier to track and compare performance over time.

Views Sharing Exceptions

While views sharing is widely supported, there are a few exceptions:

• Benchmark Dashboards:

  • The “Overview” dashboard does not support views sharing due to its use of multi-select filters.

  • However, views from Reviews, Sentiment (web), and XLS dashboards can be shared.

• Competitor Dashboards:

  • Multi-Entity “Reviews” and “Sentiment” dashboards are not compatible for views sharing because of differing filter types (single-select vs. multi-select).

  • Views from the “Overview” tab can be shared with reports.

  • For Single-Entity dashboards, full view sharing is supported between dashboards and reports.

• Executive Dashboard:

  • View sharing is not supported.

Please note - If a user creates a view and their access scope changes—such as through modified permissions or changes to assigned Entities—the previously saved views may no longer be accessible or functional. This is because view availability is directly tied to a user's current permissions and scope within the platform.

This enhanced view functionality ensures a more consistent and user-friendly experience across CXP’s analytic tools.