There are multiple ways to filter reports - the main two are by a particular time frame or by specific project filters.
Filtering by Date
You can now use the subscriptions tab in the white navigation menu to schedule your report to be delivered to your or your users' inboxes, and turn on or off any survey notifications for your users relative to this report.
The filter contains 2 options: Date Range & Date Type
Dante Range includes the following options:
- All time
- Yesterday
- Last: Week, Month, Quarter & Year
- Month, Quarter & Year to date
- Trailing: 7, 30, 90, 365 days
- Custom (allows you to manually set start and end dates for the range)
Date Type includes the following options:
- Any Activity- This applies to the date of the last change in activity to the survey
- Survey sent- Date of the first outreach attempt made by GuildQuality to the homeowner
- Upload- When the project was uploaded into the GuildQuality system
- Started date- The project's active/start date
- Ended date- The project's finished/end date
- Lead date- The project's lead/sale date
Filtering by project filters
There are several ways to filter your data within a report.
On the right-hand side of your screen are all of your default project filters and any Custom FieldsCustom Filters you create in the Account Settings.
By clicking into any of these boxes and choosing from the drop-down menu, you will filter only projects that match that criteria. You can include as many different filters as you want. Once you have the proper filters set, in the top-left, you can Save Report.
Additionally, you can filter within any report by clicking Add Comparison on any scorecard.
When you add a comparison to the scorecard, it will present all of your different filter values for that scorecard. E.g., adding a Team comparison to see how each Team member performed in each question's results: