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Community Analytics  filtering by role


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Community Analytics 

When filtering content within the community by the "Author User Role," I would like to clarify how the filtering works when multiple roles are applied. Specifically, does this filtering display only those users who possess BOTH roles simultaneously, or does it include data for ANY users who have EITHER of the specified roles assigned to their accounts?

 

 

Best answer by DannyPancratz

In my testing it looks like it’s an OR filter, but someone from Gainsight should probably confirm. 

I have a single user attached to a custom role. When I selected that custom role and another with 100s of users, the content volume reflected the larger cohort. 

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DannyPancratz
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  • February 5, 2025

In my testing it looks like it’s an OR filter, but someone from Gainsight should probably confirm. 

I have a single user attached to a custom role. When I selected that custom role and another with 100s of users, the content volume reflected the larger cohort. 


Kenneth R
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  • February 6, 2025

Hi ​@Hannah Bailey - a usual, ​@DannyPancratz has nailed it, it’s indeed an OR filter when filtering for multiple roles in our dashboards.


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  • February 6, 2025

Thank you both 😁

My ultimate goal is to report on the posts made by our customers. However, we have a lot of our CS team posting as well, so I'm trying to exclude them from the analysis. We created a custom role, “CS Team,” but we also have logic in the backend that automatically places all users into another custom role when they register. Ultimately, the CS team is placed into two custom roles. 
 

@Kenneth R Soooo my follow-up question… If I remove a custom role, will the analytics reflect that change for past posts? Or will the analytics take into account the role the user held at the time they created each post? (Sorry I hope that makes sense) 


DannyPancratz
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  • February 6, 2025

If I remove a custom role, will the analytics reflect that change for past posts? Or will the analytics take into account the role the user held at the time they created each post? (Sorry I hope that makes sense) 

 

From my experience, the OotB Analytics dashboard reflect *current state* of the post/user. So changes you make would eventually be reflected (it may take a few hours or so for the system to process everything, but it also might be reflected immediately)


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  • February 6, 2025

@DannyPancratz 
I was really hoping for it to be “current state.” 

I removed the custom role from our user yesterday, and today, nothing has changed. ☹️ 


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  • February 6, 2025

Just ran it again - and it is “current state” 🙌🏼


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