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Filters

The filter bar controls the selected JSM project, survey form, date range, and available filters for Dashboard, Lost Time, and Agents.

AdaptiveSurvey Dashboard filter bar for choosing project, survey form, date range, and analytics filters AdaptiveSurvey Dashboard filter bar for choosing project, survey form, date range, and analytics filters

Project and form

Section titled “Project and form”

Use the project picker to choose the JSM project. AdaptiveSurvey only shows projects that were added in AdaptiveSurvey Settings and that you can access with AdaptiveSurvey permissions.

Use the form switcher to change analytics between Experience indicators and Question ratings. The selected form changes Dashboard data, Lost Time visibility, and Agents detail data.

AdaptiveSurvey Dashboard project picker and form switcher for changing JSM project and survey form analytics AdaptiveSurvey Dashboard project picker and form switcher for changing JSM project and survey form analytics

Date range

Section titled “Date range”

Use Today, 3d, 7d, 30d, 90d, or 1y for quick ranges. Use Custom for This week, This month, This quarter, This year, Last week, Last month, Last quarter, Last year, or a manual start and end date.

AdaptiveSurvey Dashboard date picker for applying custom customer satisfaction analytics date ranges AdaptiveSurvey Dashboard date picker for applying custom customer satisfaction analytics date ranges

Add filter

Section titled “Add filter”

Select Add filter to add filters to the current view.

AdaptiveSurvey Dashboard Add filter menu for applying Jira fields and survey response filters AdaptiveSurvey Dashboard Add filter menu for applying Jira fields and survey response filters

The default Jira filters are Type, Priority, and Assignee. These narrow the Jira work items before AdaptiveSurvey calculates analytics.

Add filter can also show Jira fields that Jira exposes for the selected project and work type. Select a field, then choose the values to apply.

Select and multi-select fields show available options. User fields, including Assignee, use search.

Where filters apply

Section titled “Where filters apply”

Dashboard uses project, form, date range, Jira filters, and Dashboard response filters.

Lost Time uses project, form, date range, and Jira filters.

Agents uses project, form, date range, and Search agents. Add filter is not shown on Agents.