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Filters

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

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

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, search for a field, then choose the values to apply. The menu groups options into Common filters and Jira fields.

AdaptiveSurvey Add filter menu with Agent, Group, Team, Score, and Comment under Common filters, followed by the Jira fields section AdaptiveSurvey Add filter menu with Agent, Group, Team, Score, and Comment under Common filters, followed by the Jira fields section

Common filters

Section titled “Common filters”
FilterWhat it shows
AgentTickets assigned to the selected Jira users.
GroupTickets assigned to members of the selected Jira groups.
TeamTickets assigned to members of the selected Atlassian teams.
ScoreResponses with the selected ratings. Dashboard only.
IndicatorResponses with the selected experience indicators. Dashboard only, when Experience indicators is the active form in Configure.
CommentResponses with or without a comment. Dashboard only.

Jira fields

Section titled “Jira fields”

This section includes Type, Priority, Reporter, and supported custom fields available to the selected project. Reporter filters by the person who reported the ticket.

Select and multi-select fields show available options. Agent, Reporter, other user pickers, Group, and Team use search.

Where filters apply

Section titled “Where filters apply”

Project, date range, and Jira filters, including Agent, Group, and Team, apply across Dashboard, Lost Time, and Agents. Jira filter selections stay selected when you switch tabs.

Score, Indicator, and Comment apply only to Dashboard responses.

On Agents, use Add filter → Agent to find a specific person. When filtering by Group or Team, only agents with responses matching the selected date range and filters are shown. Other filters can still show agents with zero responses.