How to use filters on selected Data Field in Insights

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We hope the below article will assist you. Based on your questions, it looks like you are trying to use filters on selected Data Field in Insights.

In the realm of data analysis and reporting, precision is paramount. To achieve this precision, reporting engines are constantly evolving, and one key enhancement that stands out is the incorporation of robust filter features. These filters act as gatekeepers, allowing users to refine and tailor their reports to extract the most relevant insights from vast datasets. In this article, we delve into the benefits of using the field type filter in Insights, with a focus on a specific use case that highlights the transformative power of these filters.

Benefits of the Field Type Filter Feature:

1. Data Precision: Filters empower users to home in on specific data subsets, minimizing noise and ensuring that the generated reports are precise and targeted.
2. Customization: Users can tailor reports to their unique requirements by applying filters based on criteria such as customer names, phone numbers, wait times, service time, final visitor states, or other field types. This flexibility is crucial for adapting reporting outputs to diverse business needs.
3. Improved Performance: By reducing the volume of data processed, filters enhance the performance of reporting engines. This optimization leads to faster report generation, benefiting users with time-sensitive analytics requirements.
4. User Empowerment: Filters place control in the hands of users, enabling them to navigate through complex datasets with ease. This self-service aspect fosters a more dynamic and efficient reporting process.

With our sharing capability for Insights this is easily doable and fully explained in the following steps:

Permissions Required:

Use Case: Imagine a manager overseeing a large customer base at a retail store. By deploying a filter for customer name, the manager can efficiently isolate a specific group of customers. For example, a manager wants to know the phone number of a customer so they can contact them but can only recall the first name of the customer. The following are the steps to acquire this information using Insights:

1. Login into your Qtrac Account. Click "Insights" on top part of your page:
   

2. Click the "New" button to create a new report:
   
   Note: you can also modify an existing report with the same steps explained after this. Due to the simulated example we are showing you how to create new report to accomplish this.

3. Select the “Report Type” and “Workflow List” you are wanting to use and click "Ok":
   

4. Select the “Locations”, “Services”, and “TimeFrame” that this would be applied for the report:
   
   

5. Click the "Available Fields" dropdown to access the field types:
   

6. Find the field types that will be used in the report either by typing the name of it in the search bar or via scrolling. In our case, we will be adding field types that have check-in time, customer name, and customer phone number. Select the field type:
   

7. Click the “Apply’ button on the field type:
   
   

8. Repeat the above for each field type that will be used in the report.

9. Once all field types have been added for the report, we will want to now apply the filter for the specific field type. We will be applying the filter for the customer name field type. Select the field type that you will be applying the filter for in the “Selected Table Fields” section:
   
   

10. Select the “Filter” tab for field type being used:
    
    

11. Click the “Apply Filter” checkbox:
    

12. Click the “Filer When” dropdown:
    
13. We will now need to select the condition for how this filter will be applied. In our case, we only remember the customers first name so we will be using the “Contains” condition:
    

14. We will now enter the first name of the customer that we are looking for. In our case, we will be looking for all tickets that contained the text “John” in customer name. To do this, enter the data in the “Text” text box and click the “Apply” button:
    
    

15. We are now ready to run this report. To do this, simply click the “Run” button:
    

16. In our complied report, we will see only tickets that contained the text “John” for customer name and the respective phone number for each ticket listed will be shown:
    
    

17. If the report is complete, we will need to save the report. To do this, select the “Save” button:
    
    

18. After clicking “Save”, a new window will be prompted to officially save the report configuration. Click on “Save”:
    

With the same steps above you can pretty much filter any data field that contains variable and it is customer entered.

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.