Skip to main content

🧭 Use Filters On Your Dashboard & Response Page To Enhance Your Reporting

Jomar
Updated

Learn how to slice and dice your customer feedback data using filters on your Dashboard and Response Page. Filters help uncover stories in your data, allow you to save custom views, and enable automated email digests of what matters most.

Heads up! Our filters are very "sticky"—they persist across sessions until removed. If your Dashboard or Responses page looks unusual or incomplete, check your filters! 😎

🔍 What Filters Are Available?

Dashboard Filters.jpg

AskNicely offers a robust set of filters shared across all accounts. Common options include:

  • Rating Type – Filter by NPS, CSAT, or 5-Star score

  • Comments – View only responses that include (or exclude) comments

  • Notes – See which responses have internal notes

  • Messaged – Check if the customer was contacted or responded

  • Published – Show comments requested and approved for testimonials

  • Case Status – Open or closed cases

  • Hashtag – Filter based on internal tags

  • My Starred – See responses you've starred in the mobile app

Explore these filters to find meaningful stories in your data!

⚙️ Include or Exclude Specific Responses

Use different filter logic to refine your view:

  • IS – Include values that match

  • IS NOT – Exclude values

  • GREATER THAN / LESS THAN – Use with numerical data

  • Empty – Include or exclude blank data points

You can also apply filters to fields with multiple values.

🧩 Stack Filters to Customize Views

Filters can be combined for powerful data insights. For example:

  • Detractors + left a comment + haven’t been messaged

  • Promoters + commented + in a specific region

  • Responses with notes + not yet messaged

🗓 Time Filters

Rolling time filters are date-to-date:

  • Example:

    • "1 Month" on May 20, 2025 = Apr 20 – May 20

    • "3 Months" on May 20, 2025 = Feb 20 – May 20

They don't automatically adjust for shorter months like February.

💾 Saving Filters

Once you've built a useful view, click "Save to My Filters" to access it anytime.

Dashboard Filters Available.jpg

When creating saved filters, the time period will also be saved. If you wish to see a specific date range, pick a custom set of dates. 

But, in most cases, you will want to use a rolling date range to ensure that the filter is always relevant to the current date. 

Note: if you use "Year to date", on Jan 1st, you will only see data for one day. 

👥 [Admins Only] Apply Saved Filters by Role

Admins can apply saved filters across user roles. Users can still create their own custom filters in addition to what's provided.

🧠 Is There a “Best” Time Period to Filter By?

Nope! AskNicely’s philosophy is:

“A good NPS score is one that’s better than last week, month, or year.”

Use filters to reveal trends or stories in your business performance:

  • "NPS for Support Team improved over the last 6 months!"

  • "Theme 'Responsiveness' declined in Q1—time to revisit SLAs."

  • "Shipping complaints increased in the last year."

  • "New onboarding launch boosted Support NPS."

Think in terms of organizational stories and use filters to prove or challenge assumptions.

🙋 Need Help?

Still have questions? Reach out to our Support Team at support@asknice.ly—we’re happy to help!

Related articles