How to Use Source Filters and Combine Multiple Filters in Analytics

Summary This guide shows how to filter your analytics data by its source and how to combine multiple filters for more detailed insights. Learn how to apply these powerful filtering options across both the Performance and Sessions tabs.

When to Use This This is useful when you need to analyze the performance of a specific agent or help center, or when you need to answer very specific questions by layering multiple data filters, such as viewing all timed-out queries from a particular source.

Step-by-Step Instructions

1. Go to the Analytics tab.
2. To filter by source, select Source from the filter dropdown. You can then select one or more sources (e.g., agents, help centers) from the list.
3. To add another filter, click the + Add filter button.
4. A new filter dropdown will appear. Select another category, like 'Status' or 'Feedback', and choose a value.
5. Continue adding filters as needed to refine your data. The analytics chart and the query list will update automatically.
6. These same filtering capabilities are also available in the Sessions tab.

Common Questions (FAQs) Q: Can I select more than one source to filter by? A: Yes, the source filter allows you to select multiple different agents or help centers at the same time.

Q: How many filters can I add? A: You can add all available filter types (Source, Action, Status, Feedback) at once to create a highly specific view of your data.

Q: Do filters in the 'Performance' tab carry over to the 'Sessions' tab? A: No, the filters are set independently for each tab. However, the same filter options are available in both.

Troubleshooting Tips

• If you have applied many filters and the data looks incorrect, remove them one by one to identify which filter might be causing the issue.
• When combining filters, remember that they are joined by an 'AND' condition. This means a query must match all applied filters to be displayed.