Advanced Analytics - Filters

Description: The purpose of this article is to provide a detailed overview of the Filters section of Ooma Enterprise Advanced Analytics. 

Advanced Analytics serves as the primary digital workspace for end-users involved in call analytics. Within this portal, users can access various tools and features to efficiently manage and supervise their call analytics.

The primary objective of the "Filters" feature is to create and use filters within the system, allowing users to locate specific calls or groups of calls. The system retains various types of information regarding each call, which can be used for identification purposes. This information can subsequently be employed in saved filters to ensure that the required data is displayed in reports and wallboards.

When you click on the respective option in the left-hand menu, the main space of the app will display the "Filters" page.

All the presented information is divided into three primary sections.

• The table of existing filters: this table contains all filters created by you.

In the final column, you will find three buttons associated with the filter record:

• Edit: selecting this button will open a dialog form, identical to the one used for creating schedules (described below), where you can modify the schedule's parameters. 
• Clone: by pressing this button, you will create a copy of the selected filter.

A pop-up dialog menu will appear on the right-hand side of the window, showing all the parameters of the initial filter that you wish to duplicate.

The dialog form used for creating new filters, which will be elaborated upon in detail below, is identical to the dialog form employed for this cloning process.

The cloned filter will retain the same name but with the addition of "(Copy)" at the end. You can also add additional conditions to the set of the initially created ones. Upon clicking the "Save" button, the cloned filter will be generated and displayed in the table of existing filters.

• Delete: pressing this button will permanently remove the selected filter. Once you click on this button, a pop-up window will be displayed, prompting you to confirm the deletion.

• The search bar:  it allows you to locate a specific filter in the table of existing filters by its name.

• The "+ Create Filter" button: upon clicking this button, the process of creating a new filter will be initiated.

When you click on this button, a pop-up dialog menu will appear on the right side of the window. 

Firstly, enter the "Name" value for the newly created filter. 

Next, select the "Conditions" field to reveal a dropdown menu containing various options.

Each condition consists of three components:

1. Field: the data field on which the filter is based.
2. Operator: specifies how the comparison should be conducted (e.g., '=', '!=', etc.).
3. Comparison Value: the value against which the field will be filtered.

Once a field is selected, select an operator, enter the value to match against, and click the "Add" button. For example:

The filtering system utilizes three types of comparisons: 

1. Fixed: many filterable fields offer fixed options. When applying filters to these fields, a list of available choices will be presented for selection. For example:

The comparison process relies on accurately matching the selected options from the provided list.

2. String: for the fields that use string-based comparisons, the comparison value should be entered as text in the designated box. The table presented below displays the available operators that can be used for conducting the comparison.

3. Time: the following operators are used when adding conditions for fields that involve call duration information.

All available conditions in this drop-down menu are categorized into seven sections, which will be explained in detail below.

1. Agent Times

2. Call Costs

3. Call Info

4. Call Info (Advanced)

5. Call Times

6. Contact Info

7. User / Devices

Upon clicking the "Create" button, the configured filter will be stored, and you will be able to locate it in the table of existing filters.