How to Filter your Views

Filters will help you to get the exact call data you need with only few steps. You can easily filter the predefined Nimbata Views (All Calls, Answered Calls, Voicemail) , or your Custom Views.

Date Filters

Step 1. Filtering by date is the most common use case. Access your Call Activity Report under Activity > Calls.

Step 2. Then click on the dates that appear above your data. You can select one of the predefined date ranges or create your own. Click on "Apply".



Step 3. Optionally, you can save this view as New View so that you can always see these data by the selected date range or Export the data to an excel or CSV file.

To save your view as a New one: Click on the green "+ Add View" and then on "Save as". Give your new view a name and the click on "Save".



To export your view: Juct click on "Actions", and select "Export Data".

Value-based Filtering

Step 1. If you want a more value-based filtering, you can easily modify your data based on each Nimbata Data. Click on "Filters" symbol that appears above the Report (upper right).



Step 2. For the educational purposes of this article, we will filter our data based on source type, so that we can get the calls that came from Paid Advertisement. From the list, select "Source Type" and then click on Online Paid.



Step 3. If you want to get even more specific data, you can add as many filters as you wish.

For example, if you want the calls generated by paid advertisement that lasted less than 4 minutes. You should click on "Filters" and then add a new condition that meets the criteria. Click on "and", and then on "Call Minutes" and adjust the slider to your needs. Don't forget to click on "Apply".

Step 4. Optionally, you can save this view as New View so that you can always see these data by the selected date range or Export the data to an excel or CSV file.

Updated on: 16/07/2024