Editing Dashboard Cards & Using Filters

Editing Dashboard Cards & Using Filters

Card Name

Every card name is editable and displayed in the top banner of each card. 


The filters for individual cards, can be edited to tailor dashboards, by clicking on the edit icon in the top right corner of every card.

On editing filters for a card within a dashboard, a full list of cards in that dashboard is displayed down the left-hand side of the screen. Clicking on a card in the list will reveal the filter page for that card so that the cards within the dashboard can be easily customised. Save changes before returning to the dashboard to review. 

The Save As feature enables the names and filters of existing cards to be changed and saved as a new card. Once an existing card has been edited, select the Save As button to create the new card which will appear at the bottom of the dashboard. If the name of the card was not changed, a suffix _0 will be attached to the original name. To rename the new card just edit and save.

Use this feature and place cards side by side to see trends and compare performance. 


Select a period of time for analytics; yesterday, today, this week, this month, last 7 days, last 30 days, this quarter, or last quarter. You can also filter using a customized period.


Select working hours, outside of working hours or a specified time.


Select People / Team / or Group to refine data.

People can be selected individually by scrolling the list or typing the beginning of their name to search. Alternatively, where appropriate you can also select, My Direct Reports or My Reporting Network where My Reporting Network includes everyone in your extended team(s). This includes direct reports and those who report to your direct reports. My direct reports are only those that report directly to you.

On selecting Team, a list of accessible Microsoft Teams will be displayed in the Teams field. Select an individual Team by scrolling the dropdown list or typing the name of the Team in the box.

Microsoft distribution groups are displayed on selecting Group and can be selected individually on scroll or searched by typing the name of the group in the box.

Calls and Meetings

Filter by communication type (audio, video, screen share) to understand activity. Refine your data using the internal and external meeting filters. Where applicable, meetings can also be filtered by participants and organizers.

Use quality filters to review good, average or poor quality of communications. Refine your data using internal and external call filters. Poor quality communications can lead to frustration and ineffective meetings.


Filter by chat reaction or sentiment using the check boxes available. Use these filters to identify positive or negative collaboration. Refine your data with internal and external chat filters. 

Video: Using Card Filters

Content is subject to change without noti­fication. E&OE.
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