Filter Records in Reports

4 mins read - Created on Feb 26, 2025

Sifting through large datasets can often feel like searching for a needle in a haystack, but with Kimola’s robust filtering tools, you can transform your data exploration into a laser-focused hunt for insights. Let’s embark on a journey to reveal the true power of your data by focusing on what really counts. With the right filters in place, your report analysis becomes sharper, aligning perfectly with your strategic objectives. Let’s walk through this process step by step to show you how to create a bespoke view of your data and extract the most relevant insights.

How to Filter Records in Reports?

Step 1: Access Your Reports

Dive into your Kimola Dashboard and navigate to the reports page to get started.

Step 2: Open the Report

Uncover insights by clicking on the report’s title, icon, or the “View” button to open it.

Step 3: View Full Analysis

Unlock every detail by hitting the “View Full Analysis” button at the top right, or head straight to the analysis page via the reports menu on the left panel.

Filter Options

Step 4: Filter by Columns

Let each column in your dataset blossom into a filter right on your dashboard, much like in Excel.

Imagine yourself as a supplement manufacturer—a few clicks allow you to spot which sellers delight customers and where complaints simmer. Select your column, set the criteria, and let your investigation begin.

Step 5: Filter by Date

  • Zoom in on conversations held over specific time spans with a date filter, perfectly handy if your dataset features a date column.
  • Confining your analysis to particular start and end dates lets you narrow your focus, providing precise insights.

Step 10: Filter by Range

  • Embrace the art of trend spotting over time by selecting daily, weekly, monthly, quarterly, or yearly ranges.
  • These filters illuminate the dance of data through time, revealing trends and patterns with eloquence.

Step 6: Filter by Popular Terms

  • Let Kimola’s natural language processing take the spotlight with the “Popular Terms” feature, bringing the terms your customers buzz about to your attention.
  • Harness these terms as filters to reveal interconnected topics and sentiments—they’re like conversation threads waiting to be pulled.

Step 7: Filter by Searched Keywords

  • Unleash the power of search, diving into the depths of your data by entering keywords that call to your curiosity.
  • See where these concepts make an appearance and unravel how they weave into various topics.

Step 8: Filter by Sentiment

  • Capture the emotional rhythm of your consumer feedback by filtering for sentiment—be it positive, negative, or neutral.
  • This lets you attune to the prevailing moods swirling around your products or services with rapid precision.

Step 9: Filter by Topic

  • Let Kimola’s smart categorization be your guide, instantly highlighting consumer interests or concerns by topic.
  • Filter your data and become a maestro in identifying pertinent themes.
Tip

Once you've tailored your report with the precise filters you need, Kimola offers the added flexibility of exporting these refined insights in various formats. You can download these filtered reports effortlessly as Excel, PDF, or PPT outputs. Simply apply your desired filters, select the export option, and choose your preferred format—Excel for data manipulation, PDF for sleek presentation, or PPT for a captivating slideshow. This feature ensures that your data-driven narrative is ready to share whenever and however you choose!

Tip

If you need to reset any applied filters, simply use the "reset filter" button located beneath the search bar to effortlessly clear your selections.

With these filtering techniques in your toolkit, your vast dataset is transformed into a finely-tuned narrative, spotlighting the metrics that serve your business goals. Let Kimola’s filtering prowess guide you deeper into the heart of your consumer data, where precision meets discovery in perfect harmony.

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