Create your own filters to selectively explore your data by mixing your own organization(s), team(s) and tag(s) criteria.
Filters are saved for reuse across all TeamMood features.
You can access to your filter management page by clicking on "Quick Actions" menu item and then on "Manage Your Filters" in the "Other Settings" section as following:
Your filter management page is made up of:
1 - Predefined filters: the filters allowing you to aggregate the data of each of your team(s) or organization(s) are accessible. You can duplicate them or change the ones you want to be your "default filter", i.e. the filter selected by default when using a particular feature on TeamMood.
2 - Your custom filters: the filters that you have created. You can update, duplicate, delete or set them as the default filter.
3 - A "Create a new filter" button which allows you to set your new filter (see below).
When you click on the "Create a new filter" button, you need to set 3 parameters to create your filter:
- its name: the one that will appear in the filter selector,
- its composition: the combination of organisation(s), team(s) and tag(s) you wish to track,
- the "set as default" option.
Do not forget to save your choices.
Your new Custom Filter will appear in the list "Your Custom Filters".
But also it will be added in the filter selectors present in the features of TeamMood (Analytics, Reporting...) to apply their scope to the feature.
See an example of using filters in the Analytics in this article.
That's it, you know everything about TeamMood filters now :)
Let us know if you still have questions about using them!