Filtering data

Slicers allow you to filter, or ‘slice’, the information in a report to look at a smaller subset of data.

In Scout, slicers are drop-down menus located at the top of each report.

Slicers generally default to a selection of 'All'.

Making multiple selections

When using slicers, you can multi-select, which means selecting more than one option.

Holding down the control key (CTRL – Windows) or command key (CMD – Mac) while selecting allows you to make multiple selections simultaneously.

The slicer selection field will indicate that you have made multiple selections.

The checkbox indicates that a slicer option has been chosen.

View your selections on charts and tables

When you hover over charts or tables in Scout, a menu of options will appear on the top right-hand side.

From this menu, hover over the 'Filter' icon to see a list of the chosen filters or slicers affecting that chart or table.

Clearing selections and resetting to default

Select the eraser button that appears when you hover over the slicer to clear selections from filters or slicers.

Reset to default

If you wish to remove all selections you have made and return to the initial view of the report, select the back arrow button in the top right-hand corner of the report, then select ‘Reset’.

Using charts and tables

Scout reports contain various types of charts and tables to help you view data and information in a visually meaningful way and support your understanding of the information in a report.

Hover for more information

Due to the scale of some graphs, it can be difficult to gain a precise understanding of the data.

By hovering over any chart segment, a pop-up box of summary information will appear in which the details of each grouping are visible.

View as a table

If you prefer to access information in a table format, hover over the top right-hand corner of the graph or chart to reveal an ellipsis (three dots).

Select the ellipsis (...) or 'More options' menu, then select ‘Show as a table’.

This will take you to a new view, which provides the information in table form.

Cross-highlighting

You can use cross-highlighting to view data subsets, enabling easy comparison across all charts in the report.

The cross-highlighting function is particularly useful in a report with several graphs and/or tables. By identifying a specific focus item on one graph or table, you will see it reflected across the remaining graphs and tables in the report.

Select any column on a chart to trigger cross-highlighting.

To clear your selection, select the item again.

Holding down the control key (ctrl - Windows) or command key (cmd - Mac) on your keyboard allows you to select multiple items to cross-highlight at once.

Vertical scrolling

Some Scout reports contain vertical scrolling, allowing you to access further information within the same report.

You can hover over the scroll bar and use the scrolling function on your mouse, or you can select and hold the grey scroll bar and pull it down to scroll.

Sorting tables

From the 'More options' menu, select ‘Sort by’ and choose from the different sorting options in the dropdown menu. These may vary depending on the type of chart.

Exporting for further analysis

Select ‘Export data’ to export the selected table to an Excel file. This function is not available on every report.

Focus mode

Enlarge individual charts or tables within a report by selecting the ‘Focus mode’ icon on the top-right side of the chart.