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Sebastian
Helper ⭐️⭐️⭐️
May 31, 2022

More filters and columns on the User overview

Related products:CC Users & Roles
  • May 31, 2022
  • 14 replies
  • 347 views
More filters and columns on the User overview

Starting today, we’re rolling out a lot more filters on the User overview, which will allow you to slice-and-dice your user base and hone in on the users that are most interesting to you.

 

If you click on Filters on the User overview, you will be able to filter on:

  • Primary role

  • Custom role

  • Last activity

  • Last login

  • Registration date

  • Ranks

  • Badges

  • Points

  • Topics

  • Replies

  • Groups

Also, we’re allowing you to show and hide the columns for these properties on the user overview, so you can decide which properties you see, and which you don’t.

Learn more about how all the filters work in more detail in our Knowledge Base article.

Use cases

Here’s some quick ways to get some interesting insights by using filters:

  • Use the Registration date filter to find all users that signed up in the last 7 days to see who signed up recently, and to see how many people signed up

  • Use the Last activity filter (which includes any activity, so also viewing a page) to see how many users were active in the last 30 days

  • Use the Badge filter to see which users, and how many, have attained a certain badge

Of course, you can also combine filters to really drill down into your user base.

Release schedule

We’re doing a gradual rollout over the next couple of days, starting today. You’ll receive an in-app notification once they’re rolled out to your instance.

What’s next?

Being able to find interesting segments of users is one thing, but we want to take it further in the next improvements, which we’ll launch over the next few months:

  • Filter on custom user profile fields
    Apart from filtering on all the platform properties, the most valuable information about your users is likely caught in the fields filled in during registration, or in the user’s profile page. That’s why we’ll expand the current filters with your own custom user profile fields.

  • Create and save user segments
    Being able to filter is one thing, being able to save those filters as a segment is another. This will allow you to quickly open the same filters again, but also to track how many users are in one segment or the other (for instance, see the percentage of New users vs. Champions).

  • Apply bulk actions to users
    After finding a specific segment of users, you’re likely to want to take an action on them (i.e. assign a role, add to a group, award a badge, etc.). Our new bulk actions will allow you to do just that, and make managing users less time consuming.

What are your power filters?

Which filters, or combinations of filters, provide most value to you and why? Let us know in the comments to inspire others!

14 replies

Contributor ⭐️⭐️⭐️
June 13, 2022

@SebastianLeyens Ideally more customization. For example, if I select two custom roles, it will show me all matches as an “or” filter instead of an “and” filter whereas for most of my use cases currently, I want to select someone who has multiple customer roles and exclude employees. 

Paul_
Contributor ⭐️⭐️⭐️⭐️⭐️
June 30, 2022

@Sebastian do you have an ETA on ‘Apply bulk actions to users’? We’re going to do a pilot in about a month and I would love to use this feature. Will it be possible to apply a specific custom role to an x amount of user by username of e-mailadres? I don't know how I would be able to segement that group another way.

Sebastian
SebastianAuthor
Helper ⭐️⭐️⭐️
June 30, 2022

@Sebastian do you have an ETA on ‘Apply bulk actions to users’? We’re going to do a pilot in about a month and I would love to use this feature. Will it be possible to apply a specific custom role to an x amount of user by username of e-mailadres? I don't know how I would be able to segement that group another way.

Hi @Paul_, we’re currently working on adding more filtering options to the User overview (to filter on email address, username, ranks, etc. but also custom user profile fields such as Company, First name, Last name, etc.), which we’ll release within a few weeks. After that, we’ll start work on Segments and Bulk actions, but I’m afraid we won’t be able to wrap that up in one month.

It will, however, cover the use cases you brought up, so first filter users by email address, then apply a specific user role. 

Melissa Meyer
Contributor ⭐️⭐️
July 6, 2022

Would be great to export the data once the filter is set.

I would love this as well! So handy to get the data filtered how you like and exported right from the same window vs having to download the full data set and then manipulate it outside of the platform.