You’ll find the global filters at the top of The Hub, labelled with a blue button with a funnel icon. The main reason for using this tool is to select which account you’d like to manage if you look after more than one.
How to select your account
Log into the Feefo Hub
Click on the blue filter button at the top right of the Hub
In the dropdown menu under ‘General filters’, select which account you’d like to manage
Click ‘Apply global filters’ at the bottom of the page
The dashboard will then load with all the relevant information for that account. To check that you’re looking at the right data, look at the top right of the screen. The blue button should now be green, with the label reading ‘Filter active’. The account that you’re looking at will now be showing in the very top-right corner
Filtering data by tags
You can also use the global filters to find data containing certain tags.
Log into the Feefo Hub and select which account you’d like to manage using the above instructions
In the dropdown menu under the ‘Sales tags’ heading, select which sales tag key you’d like to filter by, such as ‘area’, ‘product’, ‘advisor’, etc.
Then select the value you’d like to filter by, so ‘Hampshire’, ‘Red jumper’, ‘Karen’, for example
Click ‘+ And’ to add extra tag values to your filter
Click ‘Apply global filters’ at the bottom of the page to filter your data, or ‘Clear filters’ to start again, or look at your unfiltered data
Hiding your data by tags
As well as using the tool to show your data by certain tags, you can also use it to hide any tags you don’t want to include in your reports.
Log into the Feefo Hub, as instructed above.
Under the ‘Sales tags’ heading in the global filter, select the blue option saying ‘+ Add hide rules’
In the same way that you filtered your data above, select which sales tag keys and values you would like to hide
Click ‘Apply global filters’ at the bottom of the page, or ‘Clear filters’