Filtering and sorting findings
Narrow the Findings table by category, priority, resolution status, date range, and more, then save the filter as private or share it with your organization.
Quick pill filters
At the top of the Findings page, three pill dropdowns let you narrow the list fast:
- Category — Usability, Friction, Issues, Operations, Improvement Opportunity, Positive Feedback, Uncategorized
- Priority — Low, Normal, High, Urgent
- Status — filters by resolution: Solved, Not Solved, Unclear
An X clear-all button appears once any pill is active.
The full filter panel
Click the Filter icon (its badge shows how many filters are active) to open the full filter sidebar. It's shared across Findings, Topics, Incidents, People and Companies, so learning it here pays off everywhere else:
| Section | Options |
|---|---|
| Date Range | All time, Today, Last 7 days, Last 30 days, Custom |
| Read Status | New / Seen |
| Resolution Status | Solved / Not Solved / Unclear |
| Sentiment | 😊 Positive / 😞 Negative / 😐 Neutral |
| Groups, Company, Tags, Ticket Type, Custom attributes | Search-as-you-type multi-select lists pulled from your connected tools |
The sidebar has two tabs — Current (build a new filter) and Saved (reuse one you saved earlier).
Saving a filter
Build your filter combination on the Current tab, then use the Save option to name it. When you save, choose its visibility:
- Private — only you can see and apply it
- Organization — visible to everyone in your workspace
It moves to the Saved tab, where every saved filter you have access to is listed — click one to reapply it instantly, or use its edit option to rename it, change its visibility, or update which criteria it includes.
Guests can view and apply saved filters but can't save new ones.
Search and sort
- Search — the expandable search box in the header searches findings by text.
- Order by — sort Latest first, Oldest first, or by count (High to Low / Low to High).
Customizing and exporting the table
The table itself supports column reordering, show/hide, and CSV export — covered once for every data table in Customizing table columns and Exporting table data to CSV.
Next steps
Frequently asked questions
What's the difference between the quick pill filters and the full filter panel?
What's the difference between a Private and an Organization saved filter?
Can guests save their own filters?
Is the filter sidebar the same across Findings, Topics, and other pages?
How do I reuse a filter I saved earlier?
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