Filters let you customize your analyses and refine the display of data in your dashboards as well as in the data explorer. You will regularly encounter their use in Reflect.

They are divided into three main types: standard, advanced and permanent.

Filters are shown and hidden by clicking the "Filters" button in the top right menu of Reflect.

Filters are cumulative. A filter can be modified by clicking on it. A filter can be removed by clicking the associated cross.

Filters are persisted in your URL. If you reload your page, the selected filters will therefore still be present. Handy when sharing a page with a colleague.

When opening the filters menu, if no filter is selected, you will see several filterable dimensions directly accessible via dropdown lists. These are the standard filters.

They allow you to quickly filter on the main dimensions related to the page you're viewing. It's a shortcut. To filter more precisely or on other dimensions, you need to use an advanced filter.

Standard filters can be customized by an ADMIN user on the Preferences page.

Click the "+" button next to the standard filters. A modal appears with the different dimensions on which you can then apply any filter.

You then have 3 options to access the filter you want:

Once the dimension has been chosen, you can now filter it using an operator and a selection of values corresponding to the selected dimension.

This results in an advanced filter applied to all your data on the page you are on:

Some filters seem obvious to add for certain dashboards. For example, we very often want to visualize only permanent employees (CDI) in the Retention dashboard. Indeed, counting fixed-term contracts (CDD) or internships (Stage) would skew our turnover calculations. It is therefore preferable to save this filter so you don't have to reselect it on each visit to the Retention dashboard.

This is exactly the purpose of default filters. These are filters specific to a particular dashboard. They are saved by default so you don't always have to reselect them.

To set default filters on a dashboard, convert the currently selected filters by pressing the "Save for everyone" button.

Permanent filters are then displayed with a characteristic light blue background.

Nothing prevents the user from adding other advanced filters in addition to the default filters. Similarly, nothing prevents the user from removing a permanent filter by clicking the associated cross. But by doing this, the default state is not modified. You can then return to a dashboard's default state using the "Reset" button.

When a dashboard contains default filters, the corresponding module is also filtered on the Home dashboard. Indeed, a small filter icon reminds you that a default filter is applied there.

Some dimensions have no relation to each other. This is often the case between Employee data and Recruitment data.

For this reason, when you select a filter related to Employee data and try to view Recruitment data (or vice versa) you will see the following message:

To continue viewing the data, simply remove the incompatible filter.

Some filters cannot be removed and are locked by the presence of a small padlock. These are scope filters. These filters only appear in the "My scope" view and reflect the data scope that has been assigned to you by your account administrators.

Aside from being locked, a scope filter works exactly like any other filter.

Only ADMIN users can modify a user's scope filters.