What are Filters

When a feedback gets submitted to Lumoa, it can optionally have background data associated with it. This background data is usually something like the country the end user submitted the feedback from, the age of the end user, customer level they have, maybe an external ID attached to the response, etc. This background data can also be called a Tag, and they mean the same thing.

Once these Tags are in Lumoa, they can be used to filter and segment data. Not every Tag is used this way, but the ones that do are called Filters. They can be seen from the filters menu on the right-hand side of Lumoa. This article will walk you through how to turn that background data, or those "Tags", into the Filters you see below.

Before you begin

Please note that you need to have an Admin role or higher to access Filters. Learn more about Lumoa user roles.

Filters Introduction

To access filters, follow these steps:

  1. On the bottom left-hand side, navigate to the Settings gear.

  2. From the top sidebar select the Filters tab.
    This will lead you to a list of all background data that has ever been associated with any comment to pass through this collection.

  3. If you are not seeing the right filters, you may have to change the card to a different collection using the dropdown.


Managing Filters

  • Subfilters ⬇️

Clicking on the dropdown to the left of a filter will allow you to see the subfilters.

  • Renaming filters ✏️

Clicking on the pencil to the right will allow you to rename a filter and a subfilter.

  • Alphabetical order 🅰️ 🅱️

The left arrow sorts all filters' names alphabetically, and the right arrow sorts both filters and subfilters' names and values alphabetically. These changes will be visible also on the Impact page.


There are two types of filters:

Multiselect

The normal filter type, and is used for most values. Allows you to select multiple filters for viewing.

Numeric

Used if you have lots of unique numbers as filters, such as ages. This option will allow you to select a range from the number list, such as 2-10, and Lumoa will update to only show values within that range.

On the right side of the page, there are two options to toggle:

Sensitive

A filter that is marked as sensitive will not be visible to those who have the role of User or below. Learn more about Lumoa user roles.

Disable

A filter that is disabled or toggled off will not be visible in the filters menu.

Deleting filters

Note that filters cannot be "deleted" as the feedback with those filters still exist. You can disable filters that you are not using, and toggle on the "Hide disabled filters" button if you are having too much clutter.

The delete button allows you to remove all filters with no data associated with them. For example, if you upload data by Excel or API with a filter "age", with empty data, this feature will automatically remove the "age" filter.

Did this answer your question?