Filters allow you to selectively view analytics from your calls based on criteria such as Meeting title, organizer, participant, duration, and meeting type.
In this article, we will explore how to use Filters in the analytics dashboard.
- To access Filters, click on Analytics. You will find Filters within the Analytics section
- or in the Topic Insights section.
- You can choose any of these five filter categories and sub-operators to view the call analytics.
|Filter Category||Sub Operators||Role|
|Meeting Title||Is, Is not, Contains, Does not contain||Display analytics of meetings that match a specific title|
|Meeting organizer||Contains, Does not contain||Display analytics of meetings based on the organizer's email id|
|Meeting participant||Contains, Does not contain||Display analytics of meetings based on the participant's email id|
|Meeting duration||Is, Is not, Is greater than, Is less than, Is at least, Is at most||Display analytics of meetings based on their duration|
|Meeting type||External Meeting, Internal Meeting||Display analytics of internal or external meetings|
Different ways to use Filters
Use a single Filter category
- Click on the "Filters" option. You will notice a default filter category already selected. To modify the filter, click on the category.
- As an example, choose the filter category "Meeting Title," and then select the sub-operator "contains." Enter the text "Meeting with" in the provided field. After that, click on "Apply" to apply the filter.
- This generates the analytics of all meetings with the text "meeting with" in the title for the last 7 days. You have the option to customize the date range and view the analytics for the last 30 days or set a specific custom date range as per your preference.
- Once the filter is applied, you will notice the "Filters" tab highlighted in blue, indicating that a filter is currently active.
Use a multiple Filter category
Here is how you can add multiple filter conditions.
- To add an additional filter category, click on the "+Filter" option.
- For example, you can get the analytics of meetings that either have "meeting with" in their titles or have a specific email id, such as "firstname.lastname@example.org," listed as a participant.
- You can use the "AND" and "OR" filters to obtain meeting analytics that fulfill either all the specified conditions (using "AND") or meet any of the conditions (using "OR").
- For example, here we have analytics of meetings that either contains “meeting with” in the title or has a meeting participant with email id “email@example.com”.
Save Filters as views
You can save commonly used filters as Views to reuse them again easily.
- For example, let us assume that you frequently use a filter: (Meeting type as internal and Organized by “firstname.lastname@example.org”).
- Click on the Save view option.
- Give an appropriate name for this filter and then click on Save.
- Now, you will be able to see the newly created view within your "Filter" tab.
- Here is how the analytics for this view appears. You have the option to create multiple views for your teammates and save them accordingly.
Hope this article effectively explained what Filters are and demonstrated various ways to utilize them.
If you have any questions regarding how to use filters or view call analytics, feel free to send an email to email@example.com. Our support team will be happy to assist you.