Filters can help you pull data for specific users, goals, forms, or huddles inside of your account. You can also use custom fields to further segment data in your Sibme account.
Who is this article for?
Sibme Copilot is a premium feature only available to Accounts who have purchased the Sibme AI package. If you do not see the AI logo in your Account, contact our sales team today. When enabled in an Account, every paid user Role will have access to Sibme Copilot.
Definitions of items
To begin filtering click the filter icon on the page you want to segment data for:
This opens up a list of options relevant to that page. While not all of these options might be visible on the screen you are filtering, this list is comprehensive for all dashboards in Sibme.
People/Accounts: This allows you to select specific users. If you are in a Parent account, you can also choose users in multiple child accounts or view data for specific child accounts from the parent.
Groups: Create Groups in the people page of your account and then use Groups to filter data by members of that group.
Roles: Filter data for your Super Admins, Admins, or Users
Categories: In goals, you can create and manage Categories and then filter goal data by category
Type: In goals, you can look at Individual, Many Individual, Group, or Archived Goals
Location: Review Goals or Forms data from Huddles, Huddle Goals, or Account Wide Goals (data from Workspace Goals is private and not available in dashboards)
Framework: This filter serves two purposes: it allows you to filter data by framework, but also shows the framework tags and performance levels from your selected framework. At the top of this filter are two options:
Tagged: This will show only Goals/Forms/Users who have artifacts or forms with tags from the selected framework
Tagged + Untagged: This will show all users who meet the other filter criteria, but then show the selected framework data for the users who have Goals/Forms/Artifacts where the selected framework has been used.
Status: In goals, this shows the goal status (complete, in progress, not started). In forms it shows the form status (not started, in progress, submitted, unavailable, incomplete, or late)
Custom Fields: Create custom fields for users in your account to capture data on those users (such as campus, grade level, course, ID number) and then filter by custom fields in reports.
What’s Next:
Goals Dashboard
Forms Dashboard
AI Dashboard