Article summary: Compass features custom Labels within its filtering options, allowing you to group together various Business Units and Departments to tailor your data insights. This guide explains how to use Labels as filters across all Compass analytics tools and details user access permissions.
1. What are Labels in Compass?
Labels introduce a powerful way to customize your platform insights by grouping different organizational structures together based on your specific operational needs.
- Customized Grouping: You can use Labels to bundle together multiple business units and departments to review collective performance metrics. For example, you can create a Label for all the business units and annexed departments located in specific cities to instantly analyze and compare regional activation rates.
- Flexible Terminology: While the system default refers to "business units" and "departments", these structural names can be fully customized within your network's Organization Settings to match your company's internal vocabulary.
Access Permissions: Label filtering and configuration features are enabled by default for all Network Administrators. Regular members who have access to Compass but wish to create new Labels must request creation rights by contacting Speakap Support.
2. Supported Compass Features
Once created, your custom Labels are autonomously added to the filtering options across the entire suite of Compass analytical tools:
- Dashboard & Spotlight: Streamline your high-level overview metrics.
- Activation & Retention: Track how well localized or grouped teams onboard and stay active over time.
- Interaction & Engagement: Measure platform participation and communication health across your grouped entities.
- Content & Tasks: Evaluate content performance and task completion rates for targeted regional or functional structures.
3. How to Filter by Labels
To apply your custom Labels to any analytics view, use the filtering bar located at the top of your dashboard:
- Navigate to your chosen feature page within the Compass module.
- Locate the global filtering bar at the top of the interface.
- Click on the drop-down option situated directly next to the text label 'Showing:'.
- Select Labels from the drop-down choices.
- Review the generated list of custom Labels and select the relevant ones to update your dashboard insights.
Need a refresher on how to build these groupings from scratch? Read our in-depth companion article on How to create labels to ensure your network is utilizing Compass to its full potential.