Global Filter Panel

   Journey Analytics Previously known as Transact Insights.  |   Analytics  |  v5.1 & Higher This feature is related to v5.1 and higher. |   Updated in v18.11 This feature was updated in v18.11.

The Global Filter Panel allows you to choose filters to filter the application data that will be analyzed by Journey Analytics. The Global Filter Panel is found in the User Interface and the global filters will carry across all analytics views. These filters are:

  • Scope  |   v18.05 & Earlier This feature is related to v18.05 and earlier.
  • Period
  • Client Device
  • Location
  • Cohorts
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Apply and reset global filters

To apply the global filters you selected, click Apply. The selected filters will then be applied across all applications visible in the analytics views.

 |   v18.05 & Earlier This feature is related to v18.05 and earlier.

To reset the global filters, click Reset.This clears the global filters and resets the time period to 1 week.

 |   v18.11 & Higher This feature is related to v18.11 and higher.

To reset the global filters, simply click Apply again.

Scope filter

 |   v18.05 & Earlier This feature is related to v18.05 and earlier.

In v18.05 the Scope filter allows you to choose applications from available organizations and/or spaces.

To filter by scope:

  1. Select either the Organisation or Space checkbox.
  2. Select the organizations or spaces you want to filter by.
  3. Click Apply.

Consider the following:

  • When no organization or space is selected, all applications accessible to your Insights user account will become visible.
  • When one or more organization is selected, only applications from those selected organizations will be displayed.
  • When an organization is selected, spaces that are a part of that selected organization will become visible to select in the Space option.
  • When one or more spaces are selected, only applications from those selected spaces will be displayed.

 |   v18.11 & Higher This feature is related to v18.11 and higher.

In v18.11 the Scope filter is not required, as all organizations and spaces the user has access to in Journey Manager will be available for analysis.

Period filter

 |   v18.05 & Earlier This feature is related to v18.05 and earlier.

The Period filter allows you to choose a specific time frame where transactions associated with the selected applications were undertaken. The time period will remain visible on the top right-hand corner in all views of Journey Analytics.

To select the date range:

  1. Click on the Period filter.
  2. Click on the date range you want to analyze.
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  4. Click Apply.

To select a custom timeframe:

  1. Click on the Period filter.
  2. Select Custom.
  3. Select your Start date and End date.
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  5. Click Apply.
Note

The pre-defined period options are calculated backwards from 11.59 pm of the day prior to the current date.

 |   v18.11 & Higher This feature is related to v18.11 and higher.

In v18.11 the Period filter has moved to the Scope Selector. See Scope Selector for more information.

Client Device filter

Filtering based on the client device allows you to analyze data coming from specific devices and configurations. This data provides information on how transaction data from different device configurations compare against one another.

For example, you may want to only show transactions completed using a mobile phone. To do this, filter by the Mobile Phone Device Type.

To filter by device:

  1. Select either the Operating System, Device Type, Screen Size or Browser checkbox.
  2. Select the options you want to filter by.
  3. Click Apply.

Options

Category Options

Device Type

Mobile Phone, Tablet, Desktop, Unknown (from v18.11)

Operating System

Android, iOS, Windows, MacOS X, Linux

Browser

Chrome, Firefox, Safari, Internet Explorer, Microsoft Edge, Robot / Crawler (from v18.11)

Screen Size

4'',5",6",7",8",12",13",15"

You may choose to apply one or more of these filter categories, in any combination. 

Examples

Use the following examples as a guide to using the Client Devices filter.

Combination Result

Desktop, Windows, Chrome, Firefox, Internet Explorer, 8" to 15" Screen Sizes

This will filter transaction data coming from Chrome, Firefox or Internet Explorer web browsers on a Windows operating system that is running on a desktop PC which has a display screen of size 8” to 15” inches.

Mobile Phone, iOS, Chrome, Safari, 4" to 12" Screen Sizes

This will filter transaction data coming from either Chrome or Safari web browsers on an iOS operating system that is running on a Mobile device which has a display screen of size 4" to 12" inches.

Location filter

The Location filter allows you to filter transaction data coming from specific geographies, such as Country, Region, or City. 

To filter by location:

  1. Select either the Country, City or Region checkbox.
  2. Select the locations you want to filter by.
  3. Click Apply.
Note

  • When one or more Countries are selected, all regions for the selected Countries will appear under the Region filter. You may then select one or more regions from the list.
  • When filtering by City, manually enter the name of the city. City names are case-insensitive.

Cohorts filter

 |   v18.05 & Earlier This feature is related to v18.05 and earlier.

The Cohorts filter allows you to filter transactions based on specific custom milestones that have been identified and configured in Maestro, Composer or Journey Manager.

 

From v18.11 you can also filter by Segments, that have been configured and addedd to the Segment Whitelist.

From v19.05 you can also filter by Collaboration Jobs.

Custom milestones are preconfigured events that occur in a transaction. To filter by milestone is to filter by a specific event that occurred in a transaction.

To filter by milestones:

  1. Select the Milestone, Segments or Jobs checkbox to display the a dropdown list.
  2. Select the milestones, segments or jobs you want to filter by.
  3. Click Apply.

Selecting more than one milestone in the Filter will only include transactions that contain all selected milestones. For example, in an application with configured milestones called Prefilled Info and E-Signed, that trigger if the user chooses to auto-populate form details or sign electronically, choosing both milestones in the Filter will display only the transactions that have both Prefill Info AND E-Signed milestones.

 |   v18.11 & Higher This feature is related to v18.11 and higher.

In v18.11 Segments was added to the Cohorts filter.

Segments are custom events or groups that are preconfigured and sent from a Maestro or Composer application, or from a groovy/fluent service on Journey Manager to Insights. Each segment event lets Journey Analytics know to which segment or group a transaction belongs to. A transaction can only belong to one segment or group. For instance, transactions can be grouped by gender, age or age brackets, products selected, or Exchange packages used to complete an application, such as the Mitek drivers license scan.

To filter by segments:

  1. Select Segments to display the segments dropdown list.
  2. Select the segments you want to filter by.
  3. Click Apply.