Filtering
Every data view can be filtered, and the options available depend on what's being displayed.
Add a condition by choosing a field, an operator (such as is, contains, is set, or between), and a value. Stack as many conditions as you need, combine them with AND/OR, and group them for more complex logic.
Once you've built a filter you'd like to keep, you can save it as a view, pin it as a tab, and share it with your team. See Saved Views and Advanced Filtering for the full detail on operators, grouping, and saved views.
To clear your filters and return to the unfiltered list, switch to the All Records tab or reset the filter bar.
Sorting
Data views can be sorted using the sort icon displayed in supported sorting options, such as “Status” with the help requests, or “Rating” with feedback submissions.
To sort, click on the text of the column header. For example, to sort by Status on the help requests tab click the “Status” text in the column header.
Click the text again to change the sort order - ascending or descending. |
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Exporting
Data can be exported from data views using the Export button at the bottom of the page.
A number of formats are supported including Excel and CSV.
Data exports will provide all data for each row – not just the columns visible in the dashboard at the time the data is exported.