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"βthey persist across sessions until removed. If your Dashboard or Responses page looks unusual or incomplete, check your filters! π
π What Filters Are Available?
AskNicely offers a robust set of filters shared across all accounts. Common options include:
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Rating Type β Filter by NPS, CSAT, or 5-Star score
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Comments β View only responses that include (or exclude) comments
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Notes β See which responses have internal notes
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Messaged β Check if the customer was contacted or responded
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Published β Show comments requested and approved for testimonials
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Case Status β Open or closed cases
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Hashtag β Filter based on internal tags
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My Starred β See responses you've starred in the mobile app
Explore these filters to find meaningful stories in your data!
βοΈ Include or Exclude Specific Responses
Use different filter logic to refine your view:
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IS
β Include values that match -
IS NOT
β Exclude values -
GREATER THAN
/LESS THAN
β Use with numerical data -
Empty
β Include or exclude blank data points
You can also apply filters to fields with multiple values.
π§© Stack Filters to Customize Views
Filters can be combined for powerful data insights. For example:
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Detractors + left a comment + havenβt been messaged
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Promoters + commented + in a specific region
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Responses with notes + not yet messaged
π Time Filters
Rolling time filters are date-to-date:
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Example:
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"1 Month" on May 20, 2025 = Apr 20 β May 20
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"3 Months" on May 20, 2025 = Feb 20 β May 20
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They don't automatically adjust for shorter months like February.
πΎ Saving Filters
Once you've built a useful view, click "Save to My Filters" to access it anytime.
π¬ Get Digest Emails for Saved Filters
When saving a filter, choose to receive daily, weekly, or monthly digests to stay informed automatically. Make sure you use one of the rolling dates, opposed to a strict date range or your Digests will display the same information every time.Β
π₯ [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.
π§ Is There a βBestβ Time Period to Filter By?
Nope! AskNicelyβs philosophy is:
βA good NPS score is one thatβs better than last week, month, or year.β
Use filters to reveal trends or stories in your business performance:
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"NPS for Support Team improved over the last 6 months!"
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"Theme 'Responsiveness' declined in Q1βtime to revisit SLAs."
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"Shipping complaints increased in the last year."
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"New onboarding launch boosted Support NPS."
Think in terms of organizational stories and use filters to prove or challenge assumptions.
π Need Help?
Still have questions? Reach out to our Support Team at support@asknice.lyβweβre happy to help!