How to use Filters in Customer Survey Data

Macorva has multiple ways to filter your Customer Experience data. 

These options include:

Filter by Date

Step 1: In the Customers tab, click the date picker to select dates:



Step 2: Select any of the preset dates (Last 7 days, Last 14 days, Last 30 Days, etc) OR select any date range by selecting a start date, followed by an end date



Step 3: When filtering by date, there is no need to select "Apply". As soon as you select the dates, the results will automatically update


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Filter by Survey Category & Group

Step 1: Select the middle drop down arrow to see a list of all survey categories:



Step 2: Select the survey category you'd like to view data for



Step 3: Just like the date filter, you do not need to select "Apply" once you select your category, data will automatically refresh.



Step 4: To narrow down by a categories group, select the the third drop-down and select appropriate group:



Filtering by survey categories and groups within the categories give you the opportunity to filter data to easily find information you are looking for while maintaining integrity of each individual survey's data.



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Filter by NPS, CSAT, Employee Ratings

Using the filter bar, you can select NPS rating, CSAT rating, or Employee rating to filter your data sets. The steps taken for all 3 rating types are the same.

Step 1: Select “Filter”


Step 2: Select “Type” and choose the rating you wish to filter by. 

For “Comparison” select either “Greater than or equal to” or “Less than or equal to”

Enter the value in the final field

Note NPS range is from 0-10 and CSAT/Employee range is 1-5


Step 3: Select “Apply” to update the filter

 


Panel content

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Filter by Employee rated

Step 1: Select “Filter”


Step 2: For the type, select “Employee Rated”


Step 3: A box with appear to select the Employee, use the drop down to find and select the employee you wish to view results for.

 

You may also type characters to search the name of the employee:


Step 4: Click “Apply” to filter the data by the criteria entered


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Filter by Team Rated

Step 1: Select “Filter”


Step 2: For the type, select “Team Rated”


Step 3: A box with appear to select the Manager, use the drop down to find and select the team you wish to view results for.

 

You may also type characters to search the name of the manager/team you wish to view results for:


Step 4: Click “Apply” to filter the data by the criteria entered



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Filter by Multiple choice answer

Step 1: Select “Filter”


Step 2: For the type, select “Multiple choice answer”


Step 3: Select the question you'd like to filter by


Step 4: Select the answer you'd like to filter by


Step 5: Click “Apply” to filter the data by the criteria entered



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Filter by Free text answer

Step 1: Select “Filter”


Step 2: For the type, select “Free text answer”


Step 3: Select the question you'd like to filter by


Step 4: Enter the text you are looking for within the answer


Step 5: Click “Apply” to filter the data by the criteria entered


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Filter by Note contains

This filter allows you to search for words, phrases, numbers, etc contained in the notes field.

Step 1: Select “Filter”


Step 2: For the type, select “Note contains”


Step 3: Enter in your search criteria in the “Search text” box


Step 4: Click “Apply” to filter the data by the criteria entered


Filter by Customers

Step 1: Select “Filter”


Step 2: For the type, select “Customers”


Step 3: A box with appear to select the Customer, use the drop down to find and select the customer you wish to view results for

You may also type characters to search the name of the Customer you wish to view results for:


Step 4: Click “Apply” to filter the data by the criteria entered


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Filter by Products

Step 1: Select “Filter”


Step 2: For the type, select “Products”


Step 3: A box with appear to select the Product, use the drop down to find and select the product you wish to view results for

You may also type characters to search the name of the Product you wish to view results for:


Step 4: Click “Apply” to filter the data by the criteria entered


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Using multiple filters


The Macorva Customer Experience platform also allows you to “stack” filters to further refine survey data. 

Step 1: Click “Filter”


Step 2: Select the appropriate Type, comparison, and value for your first filter. I will use NPS rating in this example:


Step 3: Select “Add another filter”

Step 4: Repeat Step 2 with your second filter:


Step 5: Add any other filters you wish by repeating Steps 3-4. Once you are finished, select “Apply”


Step 6: Note that the default combination of filters is “AND” 

You can change this to “OR” if you'd like to see results that fit either of the criteria entered


Step 7: After switching the “Combine with” always select “Apply” to ensure data is properly refreshed


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