You now have the ability to delve deeper than ever before into specific insights with advanced filters based on review scores, guest details or stay criteria.
What are Advanced Filters?
You now have the ability to delve deeper than ever before into specific insights with advanced filters.
- Guest filters allow you to see everything about the guest themselves, for example their nationality, gender, language, etc.
- Review Filters let you filter your report data according to specific elements of a guest’s stay. For example, you can set room type or number you would like to analyse, and the report will only show you reviews from guests who stayed in those rooms.
- Question Filters allow you to refine your report by guest responses to specific questions. For example, you can view only reviews from guests who scored you a 4 or a 5 for breakfast service.
Applied filters will follow you as you navigate through your current account account and filter data accordingly.
How do they work?
You can filter your data by as many criteria as you like by selecting one or multiple filters under each of the Advanced Filters tabs. This means that you can, for example, filter your survey responses to only see guests who stayed in rooms 15 or 16, were from the USA, and gave you an NPS of 9 or 10.
If, however, you had no guests from the USA staying in rooms 15 or 16, the filter will return with no information, and therefore you won’t be able to apply it.
Once you’ve chosen your filters, clicking Set* and Apply will refresh the data on the screen.
*If you’ve selected your criteria, but forgotten to set it, a warning icon will appear alongside a reminder to “Set filters before applying!”. Once set, the tab will have a tick icon to remind you that there is a filter applied to that section.
Tip! Remember to set your Date Range
Where can I find Advanced Filters?
To set or change your filters, you can find the Advanced Filter button in the top filtering section of the following pages:
Once they have been set, your advanced filters will reflect apply to the data throughout your app.
Once you have set your filters, it’s easy to open and close the filters panel to review, change or remove them. Selecting the Close button will hide the filters pane completely, while clicking the arrow to the left of the pane will slide it to the right of your screen, but leave an arrow which will remain visible to slide the pane back open when needed.
How do I set or clear the filters?
Once you have chosen the criteria that you would like to filter your data by, make sure you click on both the Set Filters and Apply buttons. Once the filters have successfully been set, green tick will display for each criterion and the Set Filters button will change from white to green.
If you try to apply changes without setting your filters, a red warning sign will appear, and a message will appear reminding you to click on the Set Filters button.
To remove all filters, open your Advanced Filters pane and click the Clear Filters button.
How can I check if filters are active?
Once a filter has been set and applied, the Advanced Filters button in the filters section of your page will display in red, and the Apply button will be disabled. An orange Reset button will appear, allowing you to easily clear all set filters.
If you open the Advanced Filters panel, you will also notice that a tick will appear alongside the tab where filters have been applied, and the Set Filters button will be green and display a tick as well.
What filters can I apply to my data?
Under the Advanced Filters pane, you’ll find tabs to apply Guest Filters, Review Filters and Question Filters to your data. You can apply filters from each of the tabs simultaneously (bearing in mind that if there is no data for one of your selections, an error message will prevent the filter from being applied.)
Selecting a filter will give you a quick indication of the number of guests the filter may apply to based on the pre-selected date range.
If no data is available for the selected filter, it will indicate this in line with the filter name.
The information under your Guest Filters tab is automatically provided through your PMS integration, where one is in place, or can be manually added from the Guests section of your account.
You can apply any one, or combination, of the following filters to your guest data:
- Address Country
- Member Number
For example, you can filter your data to reflect Male guests from South Africa, or only view responses from guests who speak German and have a Gmail.com email address.
The information under your Review Filters tab is a combination of data provided through your PMS integration, data that has been manually added through the Guests section of your account, and data from online reviews.
You can apply any one, or combination, of the following filters to your review data:
- Room Number
- Business Source
- Reservation Type
- Rate Plan
- Room Type
- Review Rating
- Sentiment Score
- Number of Visits
For example, you can filter your data to reflect first-time guests who were staying in rooms 20 or 31, or guests who booked through Booking.com and left a review rating above 90%..
The information under your Question Filters tab is a combination of data from survey responses and online reviews.
Once you have begun to apply a filter to a specific question group, the questions that the filter is applied to will have a grey highlight applied to them, and a blue border appearing around the question group.
In addition to selecting individual questions to filter by, you can also apply a filter to an entire question group by clicking the scores at the top. For example, you can filter by all Primary Service Ratings that have a score of 4, and all of the questions relating to Primary Service Ratings will then also have the filter applied to them as per the image below.
If one of these questions has no relevant data, as is the case with Food Quality above, the question and score will remain white to indicate that they are not included in the filter.
Note: When selecting multiple questions within a group (i.e. vertically/downwards), the filter will apply to responses where all of the selected questions were answered with that score (AND logic is applied, which means all conditions were met). When selecting multiple answers for one question (i.e. horizontally/across), the filter will apply to responses where either of the answers were provided (using OR logic, which means some of the conditions were met).
For example, you can apply a filter to show guests who gave an answer of 4 under Overall Satisfaction AND 5 under Value for Money, or guests who gave an answer of 4 OR 5 under Services Received, or you can refine your data by a combination of these filters.