Customize a subset of users to view and compare data

Slice and dice data in the way that helps you visualize information specific to your organization by creating a custom segment of users that meet certain criteria. Use rules to indicate which set of users to include or exclude, based on team, location, job title, and even app usage.

Once your organization has uploaded org chart data, you can include or exclude specific teams, locations, and/or job titles in the segment.

To create a custom segment:

1. Select the All teams, locations, managers dropdown.
2. Select Create new segment.
3. Enter a Name to identify the segment. This name shows in the All teams, locations, managers dropdown.
4. Select any combination of rules, including +Add team rule, +Add location rule, and/or +Add job title rule to segment users by team, location and/or job title.
5. For each rule, select Show or Exclude and select the applicable group to include or exclude from the segment.

The +Add instance rule option allows you to identify users with specific app behavior and include or exclude the applicable users in the custom segment. To include app usage in the segment, complete the following steps:

1. Select +Add instance rule.
2. Depending on the app, select the License tier from the dropdown.
3. Select the time period for which you want to include or exclude user activity.
4. If the selected app has an engagement connector set up, select the applicable app actions from the dropdown.

Select Remove rule for any item you want to remove from the custom segment.

Once you have created the rules for identifying the users for the segment, select Finish and create.