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  • Getting Started!
    • Building CX Surveys
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        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
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                      • Get Results
                      • Introduction to Poll
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                            • Analyze your Poll
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                                • Project Style
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                                        • Good to Know

                                          Filter & Search the SoGoConnect Dashboard

                                          There’s a lot of information to be found on the SoGoConnect Dashboard, which means it’s important to ensure you’re looking at the right information at each stage. To customize the display, choose to filter and search content across the Dashboard.

                                          Filter the SoGoConnect Dashboard

                                          On the SoGoConnect Dashboard, you’ll see your filtering options as a column on the left side of the screen. You can filter your SoGoConnect Dashboard by the following:

                                          • Customer Type
                                          • Interest Area
                                          • CX Score
                                          • Dialogue Age
                                          • Dialogue Type
                                          • Entry Point
                                          • Origin
                                          • Dialogue Status
                                          • Dialogue Priority
                                          • Tags
                                          • Action Taken
                                          • Landing pages
                                          • Tabs

                                          Once you begin to add filters, the fllters you’ve applied will be displayed above. Click the X next to any filter you’d like to remove, or click Clear to remove them all.

                                          Search the SoGoConnect Dashboard

                                          If you want to search for specific terms on the SoGoConnect Dashboard, use the content in the column on the left to help narrow your view. You can search the following items:

                                          • Interest Area
                                          • Dialogue Owner
                                          • Tags

                                          If you’re dealing with a seemingly endless list of Interest Areas, Dialogue Owners, or Tags, Search is here for you! Start entering the term you’re searching for results will be displayed below.