Filter Dataset Data

Filter Dataset Data for All Widgets in the Workspace

You can use the Filters pane by clicking on the filter icon on the right side of a workspaceThe named view of one or more analysis widgets. page. This pane allows you to filter the data that appears in the workspace widgetsA graphical chart with data that meets specified filter criteria to help contact center supervisors and managers understand trends in the contact center.. You can reset all applied filters and revert to viewing all contacts available in the datasetA set of voice, email, or chat transcriptions from your contact center that spans a specific period of time and matches your specified filter criteria. by clicking the Reset All icon in the top right corner of the Filters pane.

  1. Open the dataset you want to view by clicking My Data and then the dataset you want to view.

  2. Click the Filters icon indicated by a blue funnel in the top right corner of your screen.
  3. Filter by any combination of the categories that appear.

  4. If you want to filter the dataset data by a specified time period, select the Time Range: drop-down in the top left corner of your screen.

    By default, widgets display dataset data from the past seven days. You can customize the time period so the widget displays data from one of the following time periods: 

    • Date Range —Displays data from start date and end date of the data as defined in the dataset.
    • Today — Displays data ranging from 12:00 AM today to now.
    • Yesterday — Displays data from the past 24 hours.
    • Last Seven Days — Displays data from the last week.
    • Custom Time Range — Displays data from a time range you specify. By default the custom end time is now. You can modify the start time to be any of the following:

      • Beginning of Today — Sets the start time to 12:00 AM today.
      • Yesterday — Sets the start time to 12:00 AM yesterday.
      • One Week Ago — Sets the start time to 12:00 AM seven days ago.
      • Two Weeks Ago — Sets the start time to 12:00 AM 14 days ago.
      • 30 Days Ago — Sets the start time to 12:00 AM 30 days ago.
      • Specific date and time — The calendar and time fields allow you to select a specific date and time where you want the date range to begin. Select the date by using the single arrows to navigate by month and the double arrows to navigate by year. Click the day you want to select. Select the time by selecting the hour, minutes, and AM or PM in the time drop-downs.

      If you do not want the end time to be now, clear the Real Time checkbox. When another time field appears, you can specify the end time as one of the following:

      • Now — Sets the end time to the current date and time.
      • Yesterday — Sets the end time to the current time yesterday.
      • One Week Ago — Sets the end time to the current time seven days ago.
      • Two Weeks Ago — Sets the end time to the current time 14 days ago.
      • 30 Days Ago — Sets the end time to the current time 30 days ago.

    To reset a filter to the default setting, click the blue reset icon next to filter name.

Filter Dataset Data for One Widget

You can apply filters to individual widgetsA graphical chart with data that meets specified filter criteria to help contact center supervisors and managers understand trends in the contact center. that do not affect the data in other widgets in the same workspaceThe named view of one or more analysis widgets.. If you want to apply filters to all widgets in the workspace, see Filter Dataset Data for All Widgets in the Workspace.

To access the widget filters:

  1. Open the dataset you want to view by clicking My Data and then the name of the dataset you want to view.
  2. Locate the widget you want to filter.
  3. If the widget is already filtered, click the filter icon (indicated by a funnel) in the top right corner. If the filter icon is not available, click the options icon (indicated by three stacked dots) in the top right corner and select Settings.
  4. Click Filters.
  5. Filter by any combination of the categories that appear.

  6. If you want to filter the dataset data by a specified time period, select the Time Range: drop-down in the top left corner of your screen.

    By default, widgets display dataset data from the past seven days. You can customize the time period so the widget displays data from one of the following time periods: 

    • Date Range —Displays data from start date and end date of the data as defined in the dataset.
    • Today — Displays data ranging from 12:00 AM today to now.
    • Yesterday — Displays data from the past 24 hours.
    • Last Seven Days — Displays data from the last week.
    • Custom Time Range — Displays data from a time range you specify. By default the custom end time is now. You can modify the start time to be any of the following:

      • Beginning of Today — Sets the start time to 12:00 AM today.
      • Yesterday — Sets the start time to 12:00 AM yesterday.
      • One Week Ago — Sets the start time to 12:00 AM seven days ago.
      • Two Weeks Ago — Sets the start time to 12:00 AM 14 days ago.
      • 30 Days Ago — Sets the start time to 12:00 AM 30 days ago.
      • Specific date and time — The calendar and time fields allow you to select a specific date and time where you want the date range to begin. Select the date by using the single arrows to navigate by month and the double arrows to navigate by year. Click the day you want to select. Select the time by selecting the hour, minutes, and AM or PM in the time drop-downs.

      If you do not want the end time to be now, clear the Real Time checkbox. When another time field appears, you can specify the end time as one of the following:

      • Now — Sets the end time to the current date and time.
      • Yesterday — Sets the end time to the current time yesterday.
      • One Week Ago — Sets the end time to the current time seven days ago.
      • Two Weeks Ago — Sets the end time to the current time 14 days ago.
      • 30 Days Ago — Sets the end time to the current time 30 days ago.

    To reset a filter to the default setting, click the blue reset icon next to filter name.