Overview
We have implemented a number of new UX and filter changes within the platform, to give you the ability to pinpoint the data you are looking for. Scroll down to the respective area to see how we have improved the filterability and findability of the areas which matter most to you.
Areas of Platform Affected
OKRs
- OKRs Grid
- OKRs Alignment
- Shared OKRs
Reports
Settings
- Users
People
- Employees
- Teams
Persistent Filters
OKRS
OKRs Grid – Filters
You can now filter by:
Multiple sessions
Objective owner
Teams and their members
Teams and their subgroups
Tags
Last updated
OKR-design score
KR owner
OKR Name
Progress
Custom Fields
OKRs Grid – Sort
You can now sort by:
Multiple sorting criteria - Objective name, Owner, Progress, Description, OKR-design score, Number of Key Results
Custom fields
Re-sort by ascending and descending
OKRs Alignment – Filter
You can now filter by:
Objective owner
Session
Objective Owner - Individual Owner, Teams, Teams and their members, Teams and their subgroups, My Teams
KR owner
OKR Name
Tags
Progress
Last updated
OKR-design score
Start Date
Custom Fields
OKRs Alignment – Sorting
You can now sort by:
Objective name
Owner
Progress
OKR-design score
Re-sort by ascending and descending
Reports
Reports – Filter
For Process and Performance reports, users can filter by:
Session - or multiple sessions
Teams and People
In the All Reports section (formerly lists in Gtmhub) users can now create custom reports and filter by specific criteria, see examples below on what custom reports users can create within Quantive Results Reports.
For Key Results showing progress lower than 50% users will filter by:
Show me - Key Results
Session
Owners
Progress - is lower than - 50
For achieved objectives in a session users will filter by:
Show me - Objectives
Session
Objective owner
Progress - equals to - 100
For a list of To-do tasks by owner and session users will filter by:
Show me - Tasks
Session
Objective owner
Progress - equals to - To-do
SETTINGS
Users – Filter
You can now filter by:
Name
E-mail
Teams
Role
Users – Sort
You can now sort by:
First name
Re-sort by ascending and descending
PEOPLE
Employees - Filter
You can now filter by:
Name
E-mail
Teams
Employees - Sort
First name
Last name
Re-sort by ascending and descending
Teams – Filter
You can now filter by:
Name
Status
Teams – Sorting
You can now filter by:
Name
Members count
Re-sort by ascending and descending
PERSISTENT FILTERS
In conjunction with the above improvements, we have also enabled persistent filters. Filters are now automatically saved on a given screen and will restore on login or return to the page in which they were implemented. This feature is automatically enabled in all accounts.