Loading...
  • Customer Experience
    Customer Experience
  • Employee Experience
    Employee Experience
  • Brand Experience
    Brand Experience
  • Product Experience
    Product Experience
  • Core XM
    Core XM

Rater Group Filters (360)

What's on This Page:


Was this helpful?


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!


About Rater Group Filters

In the new 360 reports, you can create filters that help you narrow down subject-specific data by the different “rater groups” (or relationships) that evaluated them.

Since different groups of evaluators may have different views of the subject, it can be useful to organize the results in ways that make those distinctions apparent. For example, you might want to have separate tables displaying the subject’s feedback from their manager, and another graph that combines all colleagues’ assessments of the subject in one place. You may also want to identify the gaps between one group of raters and another, or break out high and low scoring items by the different relationships the raters had to the subject (e.g., managers vs. peers vs. self).

Qtip: Rater group filters serve a similar purpose to data sources in the old 360 reports. The primary difference is that, whereas old 360 reports combined the data source survey (e.g., 2020 data vs. 2019 data) with the ability to filter data by the relationship to the subject, the new 360 reports separate these two functions. This page focuses on filtering / breaking out data by the relationship to the subject.

Default Rater Group Filters

These are the filter groups included in your report by default. If you need to make additional filters for rater groups, see Creating a Rater Group Filter.

  • All: This filter displays all finished subject evaluations.
    the "all" default filter
  • Others: This filter displays all finished subject evaluations submitted by people other than the subject themself.
    the "others" default rater group filter
  • Self: This filter displays the subject’s self-evaluation.
    the "self" default rater group filter

Creating a Rater Group Filter

Examining Rater Group Filters

Before jumping into building our own rater group filters, let’s take a look at the default “Others” filter to see what aspects make an effective rater group filter.
breaking down the different parts of a rater group filter

  1. The logic statement begins with All, indicating that every condition statement must be met. You can also interpret this as each condition being linked by an implicit “and.”
  2. The Evaluation Scope defines whose evaluations we want to view. In the above example, we want to view the subject’s evaluations, so the evaluation scope is “subject’s evaluations.” We don’t want to view any responses that don’t relate to the subject.
  3. The Relationship determines what evaluations we see by choosing the evaluator’s relationship to the subject. In the above example, the relationship is set to “is not Self” since we want all evaluations besides the subject’s self-evaluation.
  4. The Finished field lets us filter out any partial or empty responses. By adding Finished is equal to “True,” we will only get fully completed responses.

Creating a New Rater Group Filter

  1. In the report toolbar, click Modify Filters.
    navigating to manage filters by clicking the filter button in the top right
  2. Hover over your data source.
  3. Select Manage Filters.
  4. Click Create New.
    creating a new filter by giving it a name and beginning to create conditions
  5. Give your filter an easily recognizable name.
  6. Choose whether you want All of the conditions to be true, or Any of them to be true.
    Qtip: When “all” the conditions are true, each condition is linked by an implicit “and.” When “any” of the conditions can be true, each condition is linked by an implicit “or.”
  7. Click Insert New Condition.
  8. Click Select Field.
    choosing the evaluation scope field for a rater group filter
  9. Select Evaluation Scope.
  10. For the operand, choose whether you want to view the subject’s evaluations, or all evaluations except those pertaining to the subject.
    adding a condition for evaluation scope
  11. Add a new condition by clicking Insert New Condition or the plus sign ( + ) next to your existing condition.
  12. Select Finished as your next condition.
    choosing the finished field for a condition

    Qtip: This condition is technically optional, but we recommend including it in your rater group filters.
  13. Set the condition to be equal to True.
    adding a condition for finished is true and then adding another condition
  14. Add a new condition by clicking Insert New Condition or the plus sign ( + ) next to an existing condition.
  15. Select Relationship as your next condition.
    choosing the relationship field for the rater group filter
  16. Choose which relationships you’d like to include.
    choosing what relationships to include in the filter

    Qtip: You can select multiple relationships!
    Qtip: You can continue to add conditions as needed. For example, you could add a condition to only show responses that scored the subject above a certain threshold.
  17. When finished, click Save and Apply.

Adding Filter Groups to Visualizations

To add your filter group to a visualization, click Add Filter in the visualization editing window and then select your desired filter group. You can also click Manage Filters to create a new one.

adding a filter to a visualization

Applying Different Filters to a Visualization

Let’s take a look at how applying different filters can affect the data in a visualization. In the below bar chart, the All filter is applied, and we can see that the visualization contains six responses. This includes all responses for the subject which includes their self evaluation as well as any evaluations submitted by other evaluators about the subject.

a visualization with the all filter applied

If we instead wanted to view data for all evaluations submitted about the subject, but not including the subject’s self-assessment, we can then use the Others filter. After applying the filter, we can see that the data in the visualization has adjusted, and now only five responses are shown since the subject’s self-assessment is now excluded.

adding the others filter to a visualization and seeing how the response count changes

Visualizations that break out by rater groups

The following widgets let you use your rater group filters to break out the subject’s results.

Example: Below is a Report Summary Table with three different rater group filters applied.
a report summary table with multiple relationship filters applied

Visualizations that let you compare two or more rater group filters

The following widgets let you compare between two or more rater group filters:

Example: Below is a Hidden strengths/improvement areas visualization that is comparing the self evaluation against the evaluations submitted by others.
a hidden strengths/ improvements table with multiple group applied

Visualizations best suited for the “All” Filter

Example: Below is a High and Low Scores visualization with the All filter applied so we can see the data for every evaluation.
the all filter applied to a high and low scores visualization