Filter Metrics

To add a filter to a metric, first access the metric from your dashboard (settings menu > edit metric) or create a new metric on the Find Metrics screen.

Click on settings > edit metric from your dashboard.

Once you have clicked into your metrics screen, either build your new metric or edit the existing one. The current filter that is applied to your metric will show on the left-hand side of the screen. Click into the filter to update the data being shown.

Note that "All" indicates that there are not currently any employees being filtered out of the data set.

Once you have clicked into the filter, uncheck the "all" box at the top of your pop-up. This will allow you to select the specific fields you want to filter your metric on.

After deselecting "All" you can click into the specific field(s) you would like to filter by and click apply at the bottom of the pop-up.

Note that you can select from multiple fields (i.e. department and tenure).

Once you have made your filter selections, scroll to the bottom of the pop-up and click "Apply."

Click on "View Metric" again to update your metric with the filter.

Save your metric to lock in the changes.

If you are editing an existing metric, "Save Changes" will show in the upper right corner.

If you're creating a new metric, "Save" can be found in the lower right corner.