The 'Dashboard' view is the main interface for moderating and analysing responses from Respondents. Uploads from all respondents from all of your projects are displayed here in reverse chronological order.


Using the dashboard, you can filter and search for responses by using the different filters available:


Quick Video on How to Filter and Search on the Dashboard


Filters Explained

Quick Video on How to Filter and Search on the Dashboard


For a quick tour, please watch this video or scroll down the page to find more detailed information.

Filters Explained


You can filter Responses by using one or more of the filters at the top of the Dashboard and clicking on the Search icon.


As well as using filters one by one, they can also be used together to refine the results of the Search e.g. selecting one or more options from the Respondent + Task filters will return only the results for what Respondents has uploaded to a particular Task.



Project: 

This is the first filter that should always be selected as soon as you log into the Dashboard is the 'Project' filter.

This ensures that the other filters will work better or more effectively.



Target Group: 

These are groups or segments by which you have organised your respondents. Selecting one or more Targets will show you all responses from members of that/ those group(s).



Task: 

This will allow you to selecting one or more tasks to show you all Responses related to the chosen Tasks.


IMPORTANT! The task filter is segmented by Target group. This gives you a choice; you can choose to filter to the uploads to a task from one target group only or you can choose to view the uploads to a task from several target groups at once.



Respondent: 

This will allow you to select one or more respondent to display all of the responses from your selection.

You can also filter by Alias via the Respondent filter; for more on adding and filtering by Alias, click here: Respondent Alias



Type: 

You can choose the type of upload you wish to see (photo, video [which includes screen recordings], notes)



Starred: 

This allows you to filter to uploads that you have marked as favourite or not marked as favourite.

Any uploads which you Star are only visible to you; the other moderators linked to the project won't see the uploads you have Starred.

For more on this filter, click here: Favorite/ Starred



Rating: 

This filter becomes available when the Ratings feature has been enabled on the project; for more on this feature, please visit: Journey Map, Experience Graph & Rating filter

This will allow you to filter to see which uploads respondents have applied your selected rating to.



Keywords: 

This allows you to quickly see a list of the top 100 Keywords for any search you run on the dashboard.

This filter will change and adapt depending on the other filters you have set, eg Task.

For more on this filter, click here: Keywords



OCR (Optical Character Recognition): 

OCR searches the words/ text that appear on screen, during a respondent's screen recording or video. The OCR filter allows to these OCR strings; this makes the video searchable.

For more on this filter, click here: OCR (Optical Character Recognition)



Tag: 

The Tags functionality allows you to label / code responses and therefore the Tag filter will allow you to filter to uploads where you have assigned particular tags.

To find more on creating and assigning tags, click here: Tagging Responses



From and To: 

Search for responses from a particular date range.



Search Text: 

Use this to find a particular word or phrase from respondents uploads