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Group filters enable you to create subgroups for fast and easy interaction filtering. You can create filter groups for agents, skills, scorecard names, and/or scorecard reviewers. Once saved, the group name appears in the Advanced Filter section of the component for which you have created the group.

Expand
titleAdding a New Filter Group

To create a new filter group:

  1. Click New
  2. In the New Filter Group popout window that appears, specify a name for the filter group. 
  3. Click Save.
    The new filter group appears in the table.
  4. Double-click the new filter group to open the settings window.
  5. On the Settings tab, select the filter type from the Type drop-down list. You have the following options:
    • Agents
    • Assessors
    • Phone numbers
    • Scorecards
    • Skills
  6. Select the filter(s) from the Available column and click the right arrow to move to the Selected column. You can type the filter name in the Filter by Name field and search for the desired filter.
  7. Click Save.