Top Navigation Bar

The top navigation bar is the primary means of displaying the various CX Suite locations. The following is a high-level guide on what locations are available:

• Dashboards: This tab is where you can view dashboards like ForeSee^® CX 360.
• Surveys: This tab is where you can manage all your surveys in one place, such as CX Measurement model surveys and Feedback opt-in surveys, as well as set-up Replay to be integrated into the surveys.
• Cases: This tab is where you can manage all your customer cases related to Store and Contact Center measurements.
• Text Analytics: This tab is where you can view sentiment and keywords related to an individual CX Measurement.
• Notifications: This tab is where you can manage your personal alerts for Feedback.

Based on your user permissions, you may not have access to all of these tab.

In the upper right corner of the page, click the Help icon (?) to display this Help feature in a separate browser window. Click on the client's name and your initials to display the User menu with the following options:

• A list of clients you have access to.
• Global Settings
• Switch to Advanced Analytics Portal or Executive Portal.
• Log Out

Again, these options are based on your user permissions.

Filtering

You can limit, or filter, the data shown by applying either a date range, survey filter, or hierarchy filter in order to achieve precise segment analysis. The filters you have in Analytics Portal are also available in CX Suite. In addition, you may build filters in CX Suite, as well as delete or copy over existing filters. To apply these filters:

• Date Picker - Click on the date range to display the Date Picker. The Date Picker offers the following options for limiting data to a specific range of dates:

  • A list of preset date ranges along the left side which you can select to implement. When you click on a range the Date Picker closes and the screen refreshes to display data within the selected dates.
  • Start Date and End Date text fields where you can type in the desired dates. When you enter the start and end dates the screen refreshes to display data within those dates.
  • A calendar displaying the current and previous month and the current date range highlighted. Click the start and end dates to set the range. Use the single arrows (< and >) to scroll one month at a time. Use the double arrows (<< and >>) to scroll one year at a time. When you select the start and end dates the screen refreshes to display data within those dates and the Start Date and End Date fields are updated.
  Click Apply Date Range to close. The page refreshes to display data from the selected date range.

• Survey Filter - Click Add a Filter to display a list of preset filters or switch to your saved filters. These filters allow you to select specific questions and answer options of the current survey, which is displayed to the left of the Date Picker. Each selected filter displays below the secondary bar. You can apply multiple filters as desired and save the combination of filters as a new filter.

• Page Filter - Click Add a Page Filter to display a list of options where you can build a new Page Filter or select an existing filter. To build a new filter:
  1. Select a key data point:
     • Entry Page - Create a filter based on the web page which the visitor first landed on.
     • Pages Visited - Create a filter based on the web page(s) which the visitor viewed during the session.
     • Exit Page - Create a filter based on the last web page which the visitor viewed during the session.
  2. Select an operator. The operator menu defaults to URL Contains. Click to display a list of operators and select the desired option.
  3. In the text box below the operator menu, enter the filter criteria.
  4. Click the Add Criteria icon () to increase the granularity of the filter.
  5. Click Apply to save the filter and view filtered results.

• Hierarchy Filter - The Selected Locations displays in the toolbar next to the Date Picker and offers the following options:

  • Search - Type in a hierarchy level. As you type, a list of hierarchy levels matching your entry displays.
  • Locations - A tree view of locations which may be deselected to omit them from the display. When you deselect a parent location, the child locations are also deselected. If you select a child location, only data from that location, and its child locations, display. For Case Management, only a single child location can be selected.
  This filter only displays three levels for simplicity. When you drill down to a lower level, a Return button () displays for you to move back up one level.