Filters can be found at the top left of the Chapter page, just above where the visualisations are displayed.
The default date filter is 'Date Range is Rolling 3 Months', which can be changed by the ScorebuddyCX BI power user via the drop-down to select a prepopulated date range or a custom date range.
Adding Filters
In addition to the Date Range filter, reports can be filtered for more specific data using an additional list of filters.
To add these filter options, click the '+ Add Filter' button beside the Date Range filter:
Select the desired filter from the drop-down list: Scorecard, Group, Current Supervisor, Evaluator, Team, Supervisor, Staff and Score Tag List:
Note: 'Current Supervisor' refers to the agent's assigned Supervisor, while 'Supervisor' refers to the Supervisor selected on an evaluation.
Each added filter supports multiselect, and multiple different filters can be combined by clicking '+ Add Filter' again:
Note: If a 'No data returned for this view.' message appears after applying filters, this usually means the selected filters have clashing or unrelated logic — for example, the selected Scorecard isn't associated with the selected Group.
Saving Filter Sets
Once the desired filters have been configured, they can be saved as a filter set for easier filtering in future.
To save a filter set, click the 'Save Filter' button and enter the name to associate with the selected filters (e.g. "Scorecards by Group").
The selected filters will appear at the top alongside the filter set's name in the 'Save Filters' button.
Saved filter sets can later be accessed through the 'Saved Filters' drop-down menu and applied to the report page at any time.
Deleting Filter Sets
If a filter set is no longer needed, it can be deleted.
Go to the 'Saved Filters' button and select the 'x' beside the filter set you want to remove within the drop-down menu.
A confirmation message box will appear before deletion, allowing you to confirm the deletion or cancel the action.