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Filters on Saved Boards

What Is This Feature?

Add filters to your Saved Boards Charts in Insights to narrow down the data for your Content, Initiatives, and feature adoption in Kapost. Members with editing permissions on Charts can add or remove filters. 

How It Helps

Kapost users can create three different chart types in their Saved Boards in the Insights App: Content Charts, Initiative Charts, and Adoption Charts. Filters on these charts enable you to set chart parameters and narrow down subsets of data.

Your customizable charts enable you to understand the content, initiatives, and team usage of key features of the Kapost platform to help you analyze your content operation.

How It Works

Add new charts to your Saved Boards in Insights by clicking the green Get Started button if you’re making your first Board or by selecting the Add Chart button found in the top left-hand corner of your screen.

You’ll choose the type of chart you want to create: Initiative Chart, Content Chart, or Adoption Chart. Each chart type offers different metrics around your content inventory, operations, internal and external content reach, and the activity of members in your Instance.

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Clicking on a chart will expand its settings in the left-hand column of your page. The settings area enables you to edit the chart and apply filters. Filtering options are available on many charts for further customization.

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You can copy, download, or delete a chart in the settings area as well as adjust a chart’s date range.

The table below provides details on the filters that are available for Content and Initiative Charts, their functionality, and value.

https://kapostmarketing.kapost.com/posts/knowledge-base-saved-boards-filters-chart 

 

Content Charts Filters

Filter Name (Parameters) Definition Functionality  Value

Content Owner (Member)

Content Owner refers to any instance member set as the owner of a piece of content. 

The Content Owner filter expands to show one filter option, "Member," which is a searchable drop-down filter that includes all members of your instance.

Once you've chosen the content owner(s) you wish to use as a filter for the data on your chart, click "Apply Filters." The chart data will be filtered to only include data from content owned by the specified content owner(s). 

Filtering by the Content Owner allows you to narrow down data by a single user, multiple users, or a team. This is useful for any organization invested in tracking the performance of its teams in order to isolate areas of success and areas for improvement.

Content Stage Dates (Planned Date; In-Progress Date; Completed Date)

Content Stage Dates are the dates on which content was moved to a certain stage

For example, if you set your In-progress date filter to be for the last 30 days, data from any asset that was moved from Planned to In-Progress during that time will appear on the chart.  

 

The Content Stage Dates filter expands to show three options: Planned date, In-Progress date, or Completed date. These are all the date filters, which allow you to choose a date range using the date modifier.

The data on your chart will be filtered to only include content that was moved to the selected stage during the selected time frame.

Filtering by a Content Stage Date allows you to isolate your data by the stage you are interested in analyzing while narrowing down that stage data with a date range.    

Over time, this allows you to track changes to your assets as they move through the stages. It also allows you to compare data on different assets as they existed when they were in the same stage, even if they are in different phases of development. 

Content Stage (n/a)

The Content Stage is defined as the status of a piece of content or where it is in the workflow. It can either be Planned, In-Progress, or Complete. 

The Content Stage filter is a drop-down filter that contains the three content stages as options: Planned, In-Progress, or Completed. You can choose any or all of these options by clicking on the checkbox next to the stage name in the drop-down. 

The data on your chart will be filtered to only include data from content that is in the chosen stage or stages.

Isolating the data on your charts by content stage is helpful because content evolves in such a way that you'll likely be measuring very different things depending on where your content is in its process.

For example, depending on your workflow, you may find it helpful to look at engagement stats for completed content, which is less relevant for content in other stages. Likewise, you may want to check your custom field health for planned content but find this less relevant for Completed content.

The stage filter allows you to best utilize your charts by only looking at content in a relevant spot in its workflow.

Content Publish Date (n/a)

The Content Publish Date is the date on which a piece of content was published.

 The Content Publish Date filter is a date filter, so it will allow you to choose a date range using the date modifier.

The data on your chart will be filtered to only include content that was published during the time frame you selected.

Using the Publish Date filter allows you to compare past data on content with present content to observe trends over time. This helps you see where you've improved and find patterns that will help you succeed in moving forward.

As you gather information about trends in your industry, you can also use this filter to find holes in past content (topics covered, regions targeted, etc.) to give you direction for new content and help you refine your strategy.

Content Created Date (n/a)

 The Content Created Date is the date on which a piece of content was created.

The Content Created Date filter is a date filter. It allows you to choose a date range using the date modifier.

The data on your chart will be filtered to only include content that was created during the time frame you selected.

Like the Publish Date filter, the Created Date filter allows you to drill down into your data by time, which facilitates comparing past content to present content and strategizing future content.  

The Created Date filter, however, has the added benefit of not being restricted to published content—you can measure data on content at any stage.  

Initiative (n/a)

 An Initiative is a container for content assets. It is used to categorize and organize your content.

You can find your Initiatives and create new ones in your Initiative Catalog.

The Initiative filter is a drop-down filter that contains a searchable list of all Initiatives in your instance. You can choose any or all of these options by clicking on the checkbox next to the Initiative name in the drop-down.

The data on your chart will be filtered to only include data from content that belongs to the chosen Initiative(s).

 The Initiative filter allows you to drill down into one or more selected initiatives to look at their data in isolation from other initiatives or, by using multiple charts, compare data between initiatives.

This allows you to check your progress on current initiatives to see how they compare with others, as well as measure success criteria on past initiatives to see what worked and recreate it on future initiatives.

Additional Fields (Content Type; Personas; Buying Stages; All single and multi-select custom fields being used on at least one content type)  

Content Type refers to the Content Type assigned to a piece of content. These types are created by you in your instance Settings, and every content asset in Kapost has a type assigned.

Personas and Buying Stages are out-of-the-box Kapost fields that are created and managed in your Persona and Buying Stages grid.

Custom Fields are fields that you build in Settings to add to your Content Types. Only single and multi-select fields will appear as filters.

The Additional Fields filter expands to show several options: Content Type, Personas, Buying Stages, and all single and multi-select Custom Fields being used on at least one content type. These are all drop-down filters that display their values in a searchable list.  Select a value by clicking the checkbox next to it. 

The data on your chart will be filtered to only include content containing the metadata you selected.

Each of the fields listed under additional fields is highly customizable within your instance. Using one of the Additional Fields filters allows you to drill down into information particular to your instance and your team.

Whether you are interested in your success around targeting a specific persona or region, fully covering a specific buying stage or topic, or delivering your eBooks on time, you should be able to find this information as long as it is captured in an Additional Field filter on your instance.

 

Initiative Charts Filters

Filter Name (Parameters) Definition Functionality  Value

Initiative Owners (Member)

Initiative Owner refers to any instance member set as an owner of an Initiative.

The Initiative Owners filter expands to show one filter option, "Member," which is a searchable drop-down filter that includes all members of your instance.

Once you've chosen the initiative owner(s) you wish to use as a filter for the data on your chart, click "Apply Filters." The chart data will be filtered to only include data from initiatives owned by the specified Initiative Owner(s).

The Initiative Owners filter allows you to narrow down initiative data by a single user, multiple users, or a team. This is useful for any organization invested in tracking it's teams' performances in order to clearly see their strengths and identify and address areas for improvement.

Initiative Stage Dates (Planned Date; In-Progress Date; Completed Date)

Initiative stage dates are the dates on which an initiative was moved to a certain stage

For example, if you set your In-Progress date filter to be for the last 30 days, data from any initiative that was moved from Planned to In-Progress during that time will appear on the chart. 

The Initiative Stage Dates filter expands to show three options: Planned date, In-Progress date, or Completed date. These are all date filters, which allow you to choose a date range using the date modifier.

The data on your chart will be filtered to only include initiatives that were moved to the selected stage during the selected time frame.

Filtering by an Initiative Stage Date allows you to isolate your data by the stage you are interested in analyzing while narrowing down that stage's data with a date range.  

Over time, this allows you to track changes to your Initiatives as they move through the stages. It also allows you to compare data on different Initiatives as they existed when they were in the same stage, even if they are in different phases of development. 

Initiative Stage (n/a)

The Initiative Stage is defined as the status of an initiative or where it is in its workflow. It can either be Planned, In-Progress, or Complete.

The Initiative Stage filter is a drop-down filter that contains the three content stages as options: Planned, In-Progress, or Completed. You can choose any or all of these options by clicking on the checkbox next to the stage name in the drop-down. 

The data on your chart will be filtered to only include data from initiatives that are in the chosen stage or stages.

Initiative Created Date (n/a)

The Initiative Created Date is the date on which an Initiative was created.

The Initiative Created Date filter is a date filter. It will allow you to choose a date range using the date modifier.

The data on your chart will be filtered to only include initiatives that were created during the timeframe you selected.

The Initiative Created Date allows you to drill down into your Initiative data by time, which enables the comparison of past initiatives to present initiatives in order to create better strategies for future initiatives.   

This is a great way to track the evolution of your initiatives over time and to quickly and concretely visualize your progress. 

Additional Fields (Initiative Type; All single and multi-select custom fields being used on at least one initiative type)

Initiative Type refers to the Initiative assigned to an initiative. These types are created by you in your instance Settings, and every initiative in Kapost has a type assigned.

Custom Fields are fields that you build in Settings to add to your Initiative Types.  Only single and multi-select fields will appear as filters.

The Additional Fields filter expands to show your Initiative Type filter as well as all single and multi-select custom fields being used on at least one initiative type. These are all drop-down filters that display their values in a searchable list. Select a value by clicking the checkbox next to it. 

The data on your chart will be filtered to only include data from initiatives containing the (metadata) you selected.

Each of the fields listed under additional fields is highly customizable within your instance. Custom Fields are built entirely by you and your team, and Initiative Types are dependent on the unique breakdown of your content.

Using one of the Additional Fields filters allows you to drill down into Initiative information particular to your instance and your team. 

Whether you're interested in how often you deliver certain types of initiatives on time or in how effectively your initiatives as a whole are being tagged, you should be able to find this information as long as it is captured in an Additional Field filter on your instance.

 

 

 

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