There are two ways to filter the dashboard. Quick filtering is clicking a piece of a chart. Advanced filtering is the funnel menu at the top of the page, for filters a chart can't express and for saved presets.
The date range at the top of the dashboard still applies. A filter only looks inside that range.
Click a piece of a chart to filter the dashboard to it. Every chart, count, and list then shows only that slice of your reports and conversations.
The two charts under the main chart break your reports down. Click a slice of the pie, or a bar, to add a filter for it. Script is Applicant screen keeps only reports from that script.
The menu in the corner of each chart picks what it groups by:
Clicking a field's slice adds a filter like Type is Pass. A note at the bottom of the page offers the list of people behind it.
When the numbers above the main chart are values of a field, click one to filter to it. Hover a number to see the filter it adds.
Click a country, region, or city on the location chart to keep only people from there.
Each click adds another filter. They combine, so Script is Applicant screen and Type is Pass means both have to be true.
Active filters sit in a bar at the top of the page. Click the × on a chip to remove it.
For filters a chart can't express, such as Doesn't contain, outcomes, or saved presets, use Advanced filtering.
The funnel menu builds filters a chart click can't: Is not, Contains, outcomes, sources, and saved presets. Use it to see a single script, a city, a field on the report, or the people who never replied.
Click the funnel button at the top of the dashboard. It sits to the right of the date range.
The menu is grouped into Users, Status, Source, Filters, Location, Outcome, and Data.
Click an item to add it. The dashboard then shows only the rows that match. You can add more than one filter. They combine, so Script is Applicant screen and City is Cleveland means both have to be true.
Active filters sit in a bar at the top of the page. Click a chip to change it. Click the × to remove it.
Under Users:
Under Status:
Under Filters:
The Data list is the fields on reports in the current date range. If the list says No columns, widen the date range or pick a report template that has data in that range.
Click a field, then choose how the value should match:
TextWork lists values that already appear on reports, so you can pick one instead of typing it. Contains, Doesn't contain, and Starts with take what you type.
Source is how the conversation began. Incoming SMS is someone who texted in. Scheduled is a conversation TextWork started on a schedule. Each integration you have connected, such as SmartRecruiters or Zillow, shows up here too. Click a source to toggle it.
Outcome is how the conversation ended:
Location is Country, Region, or City. Each one can be Is or Is not.
If you keep applying the same filters, save them as a preset and turn them back on in one click.
Open the funnel menu. Saved presets are listed at the bottom. Click one to apply every filter in it.
Click the star again while that preset is loaded to delete it. You can also delete a preset from the list in the menu.
Something missing? Email [email protected].
AI agent or LLM? Read this page as markdown.
