Mastering Filters and Search

The Ideas & Issues dashboard provides powerful filtering and search capabilities to help you find exactly the feedback you need. From simple category filters to complex multi-criteria searches, the filtering system lets you slice and dice your feedback data for targeted analysis and action.

Filter Panel Overview

Opening the Filter Panel

Location: Top right of the feedback feed

Access Methods:

Click the Filter button (funnel icon)

Filter panel slides in from the right

Click again to close

Visual Indicators:

Active filters: Badge showing count of applied filters

Filter button highlight: When filters are active

Applied filter chips: Shown below search bar

Category Filters

What Are Categories?

Categories organize feedback by topic, feature area, or type of request. Examples:

Feature Requests

Bug Reports

Performance

UI/UX

Integrations

Documentation

Using Category Filters

Multi-Select:

Click category names to select/deselect

Select multiple categories simultaneously

Items matching ANY selected category are shown

Formula:

SHOW items WHERE category_id IN (selected_category_ids)

Example:

Selected: "Performance", "Bug Reports"
Result: All items in either category

Category Filter Strategies

Broad Review:

Select: All categories
Purpose: See everything
Use: Initial review, reporting

Focused Triage:

Select: "Bug Reports" only
Purpose: Bug fixing session
Use: Engineering team review

Theme Analysis:

Select: "UI/UX", "Mobile"
Purpose: Design improvements
Use: Design team planning

Managing Category Selections

Selected categories show:

Checkmark indicator

Highlighted background

Count of items in category

Remove category:

Click category again to deselect

Or click X on filter chip below search

Or use "Clear Filters" button

Status Filters

Status Types

Idea Statuses:

Under Review

Planned

In Progress

Completed

Declined

Issue Statuses:

New

Investigating

In Progress

Resolved

Closed

Separate Idea and Issue Status Filters

Why separate?

Ideas and Issues have different workflows

Different status meanings

Independent filtering

Multi-Select:

Select multiple idea statuses

Select multiple issue statuses

Combined with OR logic within type

AND logic between types

Formula:

SHOW items WHERE:
  (type = 'idea' AND status_id IN (selected_idea_statuses))
  OR
  (type = 'issue' AND status_id IN (selected_issue_statuses))

Status Filter Use Cases

Triage Queue:

Idea Status: "Under Review"
Issue Status: "New"
Result: Items needing initial review

In-Progress Work:

Idea Status: "In Progress"
Issue Status: "In Progress", "Investigating"
Result: Active work items

Completed Items:

Idea Status: "Completed"
Issue Status: "Resolved", "Closed"
Result: Finished items for reporting

Custom vs. Default Statuses

Custom Statuses:

Defined by your team

Product-specific workflows

Flexible naming

Default Statuses:

System-provided fallback

Standard workflow stages

Used if custom not configured

System Detection:

if (statusControl === 'custom') {
  // Use product-specific statuses
} else {
  // Use default system statuses
}

Date Range Filters

Available Date Ranges

Predefined Options:

Today

Last 7 days

Last 30 days

Last 90 days

Last 6 months

Last year

All time

How Date Filtering Works

Filter applies to:

Feedback item creation date (created_at)

Filters items created within selected range

Formula:

SHOW items WHERE created_at >= (now - selected_range)

Example:

Selected: "Last 7 days"
Calculation: created_at >= (current_date - 7 days)
Result: Items created in past week

Date Filter Strategies

Recent Activity:

Range: "Today" or "Last 7 days"
Purpose: Daily/weekly review
Use: Triage, trending analysis

Monthly Planning:

Range: "Last 30 days"
Purpose: Monthly retrospective
Use: Team meetings, reporting

Quarterly Review:

Range: "Last 90 days"
Purpose: Quarterly planning
Use: Strategic roadmap sessions

Historical Analysis:

Range: "Last year" or "All time"
Purpose: Long-term trends
Use: Annual planning, pattern analysis

Combining Date with Other Filters

Example: Recent Bugs

Type: Issue
Category: Bug Reports
Date: Last 7 days
Result: Bugs reported this week

Example: Completed Features This Quarter

Type: Idea
Status: Completed
Date: Last 90 days
Result: Features shipped this quarter

Work Item Type Filters

Ideas vs. Issues

Ideas:

Feature requests

Enhancements

Suggestions

Product improvements

Issues:

Bugs

Problems

Errors

Technical issues

Type Filter Behavior

Exclusive Selection:

Select Ideas OR Issues, not both

Clicking one deselects the other

No selection = show both types

Formula:

if (isIdeaTypeSelected && !isIssueTypeSelected) {
  SHOW WHERE type = 'idea'
} else if (isIssueTypeSelected && !isIdeaTypeSelected) {
  SHOW WHERE type = 'issue'
} else {
  SHOW both types
}

Type Filter Use Cases

Feature Planning:

Type: Ideas only
Purpose: Roadmap planning
Use: Product team meetings

Bug Bash:

Type: Issues only
Purpose: Bug fixing sprint
Use: Engineering focus time

Comprehensive Review:

Type: Both (no selection)
Purpose: Complete picture
Use: Executive reporting

Activity Filters

My Contributions

What it shows: Feedback items you submitted

Filter Logic:

SHOW items WHERE user_id = current_user.id

Use Cases:

Track your own submissions

Monitor status of your ideas

See responses to your feedback

Personal contribution tracking

Example:

Filter: My Contributions
Result: All items you created

Voted By Me

What it shows: Feedback items you've voted on

Filter Logic:

SHOW items WHERE id IN (
  SELECT feedback_item_id 
  FROM votes 
  WHERE user_id = current_user.id
)

Use Cases:

Review items you support

Track progress on voted items

See what you've engaged with

Personal interest tracking

Example:

Filter: Voted By Me
Result: All items you've upvoted

Combining Activity Filters

Both filters can be active simultaneously:

My Contributions + Voted By Me
Result: Items you created OR voted on

Search Functionality

Text Search

Search Scope:

Feedback title

Short description

Long description

Tags (if applicable)

Search Algorithm:

MATCH(title, short_description, long_description) 
AGAINST (search_term IN NATURAL LANGUAGE MODE)

Features:

Natural language: Understands phrases

Relevance ranking: Best matches first

Partial matching: Finds related terms

Case insensitive: Ignores capitalization

Search Best Practices

Effective Searches:

Single Keywords:

Search: "export"
Finds: Items about export functionality

Phrases:

Search: "mobile app crash"
Finds: Items about mobile crashes

Multiple Terms:

Search: "performance slow loading"
Finds: Items about performance issues

Avoid:

Very short terms (< 3 characters)

Common words (the, and, or)

Special characters (unless part of term)

Search + Filters

Powerful Combination:

Search: "authentication"
Category: "Security"
Type: Issue
Date: Last 30 days

Result: Recent security authentication issues

Search Debouncing

Automatic delay:

System waits 400ms after typing stops

Prevents excessive searches while typing

Improves performance

Provides smooth experience

User Experience:

Type: "per" → (wait)
Type: "f" → (wait)
Type: "ormance" → (400ms pause) → Search executes

Filter Combinations

AND vs. OR Logic

Within Filter Type (OR):

Categories: "Performance" OR "Bug Reports"
Statuses: "New" OR "Under Review"

Between Filter Types (AND):

Category: "Performance"
AND Status: "New"
AND Date: "Last 7 days"

Complex Filter Examples

Example 1: Urgent Bug Triage

Type: Issue
Category: Bug Reports
Status: New
Date: Last 7 days
Result: Recent unprocessed bugs

Example 2: Feature Roadmap Planning

Type: Idea
Category: Feature Request
Status: Planned, In Progress
Tab: Top
Result: Popular planned features

Example 3: Customer Feedback Review

Search: "customer_name"
Date: Last 30 days
Type: Both
Result: All recent feedback from specific customer

Example 4: Completed Work Report

Status: Completed (Ideas), Resolved (Issues)
Date: Last 90 days
Tab: Backlog
Result: Quarterly completion report

Active Filter Management

Viewing Active Filters

Filter Chips:

Appear below search bar

Show each active filter

Display filter type and value

Example: "Category: Performance"

Filter Count Badge:

Shows on Filter button

Indicates number of active filters

Updates in real-time

Removing Filters

Individual Removal:

Click X on filter chip

Deselect in filter panel

Immediately updates results

Clear All:

"Clear Filters" button in panel

Removes all filters at once

Resets to default view

Keyboard Shortcut:

ESC key closes filter panel

Does not clear filters

Filter Persistence

Session Persistence

Filters persist:

While navigating within dashboard

When switching tabs

During same browser session

Filters reset:

On page refresh (browser reload)

When navigating away from dashboard

On logout

URL Parameters

Filters may be encoded in URL:

?category=performance&status=new&date=7days

Benefits:

Shareable filtered views

Bookmarkable searches

Deep linking to specific views

Advanced Filtering Techniques

Negative Filtering

Workaround for "NOT" filters:

Goal: Everything except "Declined"
Method: Select all statuses except Declined

Segment-Based Filtering

Combine with Segment Activity:

1. Identify low-engagement segment
2. Search for segment name
3. Review their specific feedback

Time-Based Analysis

Trend Detection:

Week 1: Date = Last 7 days, Count items
Week 2: Date = Last 7 days, Count items
Compare: Identify growth or decline

Category Overlap Analysis

Find cross-category items:

1. Filter: Category A
2. Note item count
3. Filter: Category B
4. Note item count
5. Filter: Category A + B
6. If count < (A + B), items overlap

Filter Performance

Optimization Tips

Faster Filtering:

Use fewer simultaneous filters

Avoid very broad date ranges with many items

Let search debounce complete

Close filter panel when not in use

Slow Filters:

Multiple category selections

Very long date ranges

Complex search terms

Many active filters

Loading Indicators

Visual Feedback:

Spinner during filter application

Disabled state on filter controls

"Filtering..." message

Results update when complete

Troubleshooting

No Results Found

Symptoms: Empty feed after filtering

Checklist:

✅ Check all active filters

✅ Verify filter combinations make sense

✅ Try removing filters one by one

✅ Check date range isn't too restrictive

✅ Verify search term spelling

✅ Clear all filters and start over

Unexpected Results

Symptoms: Results don't match expectations

Verification:

Review all active filter chips

Check tab selection (New, Top, etc.)

Verify product selection

Check for typos in search

Understand OR vs. AND logic

Filters Not Applying

Symptoms: Clicking filter has no effect

Solutions:

Refresh the page

Clear browser cache

Check browser console for errors

Try different browser

Contact support if persists

Best Practices

Daily Workflow

✅ Start broad - Begin with no filters
✅ Narrow progressively - Add filters one at a time
✅ Save common views - Bookmark frequently used filter combinations
✅ Clear between tasks - Reset filters for fresh perspective

Team Coordination

✅ Share filter URLs - Send specific views to teammates
✅ Document filter recipes - Create guide for common searches
✅ Standardize categories - Consistent categorization improves filtering
✅ Regular cleanup - Archive old items to improve filter performance

Power User Tips

✅ Keyboard navigation - Tab through filter options
✅ Multiple browser tabs - Different filter views simultaneously
✅ Export filtered data - Download CSV of filtered results
✅ Combine with tabs - Use Rising tab + filters for targeted trending

Filter Recipes

Common Filter Combinations

Morning Triage:

Tab: New
Date: Last 24 hours
Status: Unprocessed

Bug Sprint:

Type: Issue
Category: Bug Reports
Status: New, Investigating

Feature Planning:

Type: Idea
Tab: Top
Status: Under Review, Planned

Customer Update:

Search: [Customer Name]
Tab: Backlog
Date: Last 30 days

Quarterly Report:

Status: Completed, Resolved
Date: Last 90 days
Tab: Backlog

Quick Reference

Filter Type	Selection	Logic	Use Case
Category	Multi-select	OR	Topic-based filtering
Status	Multi-select	OR within type	Workflow stage filtering
Date Range	Single select	>= date	Time-based analysis
Work Item Type	Exclusive	Single type	Ideas vs. Issues
Activity	Multi-select	OR	Personal tracking
Search	Text input	Full-text	Keyword finding

Master the filtering system to quickly find the exact feedback you need, whether you're triaging new submissions, planning your roadmap, or analyzing trends. Effective filtering is the key to managing large volumes of feedback efficiently.

Filter Panel Overview#

Opening the Filter Panel#

Category Filters#

What Are Categories?#

Using Category Filters#

Category Filter Strategies#

Managing Category Selections#

Status Filters#

Status Types#

Separate Idea and Issue Status Filters#

Status Filter Use Cases#

Custom vs. Default Statuses#

Date Range Filters#

Available Date Ranges#

How Date Filtering Works#

Date Filter Strategies#

Combining Date with Other Filters#

Work Item Type Filters#

Ideas vs. Issues#

Type Filter Behavior#

Type Filter Use Cases#

Activity Filters#

My Contributions#

Voted By Me#

Combining Activity Filters#

Search Functionality#

Text Search#

Search Best Practices#

Search + Filters#

Search Debouncing#

Filter Combinations#

AND vs. OR Logic#

Complex Filter Examples#

Active Filter Management#

Viewing Active Filters#

Removing Filters#

Filter Persistence#

Session Persistence#

URL Parameters#

Advanced Filtering Techniques#

Negative Filtering#

Segment-Based Filtering#

Time-Based Analysis#

Category Overlap Analysis#

Filter Performance#

Optimization Tips#

Loading Indicators#

Troubleshooting#

No Results Found#

Unexpected Results#

Filters Not Applying#

Best Practices#

Daily Workflow#

Team Coordination#

Power User Tips#

Filter Recipes#

Common Filter Combinations#

Quick Reference#

Filter Panel Overview

Opening the Filter Panel

Category Filters

What Are Categories?

Using Category Filters

Category Filter Strategies

Managing Category Selections

Status Filters

Status Types

Separate Idea and Issue Status Filters

Status Filter Use Cases

Custom vs. Default Statuses

Date Range Filters

Available Date Ranges

How Date Filtering Works

Date Filter Strategies

Combining Date with Other Filters

Work Item Type Filters

Ideas vs. Issues

Type Filter Behavior

Type Filter Use Cases

Activity Filters

My Contributions

Voted By Me

Combining Activity Filters

Search Functionality

Text Search

Search Best Practices

Search + Filters

Search Debouncing

Filter Combinations

AND vs. OR Logic

Complex Filter Examples

Active Filter Management

Viewing Active Filters

Removing Filters

Filter Persistence

Session Persistence

URL Parameters

Advanced Filtering Techniques

Negative Filtering

Segment-Based Filtering

Time-Based Analysis

Category Overlap Analysis

Filter Performance

Optimization Tips

Loading Indicators

Troubleshooting

No Results Found

Unexpected Results

Filters Not Applying

Best Practices

Daily Workflow

Team Coordination

Power User Tips

Filter Recipes

Common Filter Combinations

Quick Reference