From 31267834ed8df4b68426613c30ee1b087cc8720e Mon Sep 17 00:00:00 2001 From: Caitlin Date: Wed, 18 Mar 2026 10:43:04 -0500 Subject: [PATCH 1/4] docs: Save views in analytics pages --- docs/source/guide/dashboard_annotator.md | 19 ++++++++++++++++++- docs/source/guide/dashboard_overview.md | 9 +++++++++ 2 files changed, 27 insertions(+), 1 deletion(-) diff --git a/docs/source/guide/dashboard_annotator.md b/docs/source/guide/dashboard_annotator.md index ddf4af821050..5ef011c1d198 100644 --- a/docs/source/guide/dashboard_annotator.md +++ b/docs/source/guide/dashboard_annotator.md @@ -59,7 +59,15 @@ You can use the **Export** drop-down to export the following: * **Comments Added** - Download a CSV file with all of the comments that the user has left. -## Filter by date range +## Filters + +### Filter by project and workspace + +Select one or more workspaces or individual projects. To see all projects, select **All Workspaces** at the top of the workspace filter. + +This does not include Personal Sandbox projects. + +### Filter by date range You can select a date range to apply to the performance metrics. If you want to be precise, you can also include time. @@ -69,6 +77,15 @@ For example, say you select a date range of 2 days: Monday and Tuesday. If an an Similarly, if a reviewer opens an annotation on Tuesday but then doesn't accept it until Wednesday, that annotation is not counted in their total reviews or accepted annotation metrics. +### Save views + +You can save your member, date range, and project filters as custom views. Saved views makes it easier for you to group member and project combos you want to readily access. + +Note the following: + +* You can save, update, and delete views. +* Views are only visible to you (meaning they are not shared with other users within your organization). + ## Annotations diff --git a/docs/source/guide/dashboard_overview.md b/docs/source/guide/dashboard_overview.md index 1f5796633560..1bed7ac2c910 100644 --- a/docs/source/guide/dashboard_overview.md +++ b/docs/source/guide/dashboard_overview.md @@ -40,6 +40,15 @@ Note that annotation and acceptance metrics are calculated on when they are **co For example, say you select a date range of 2 days: Monday and Tuesday. If an annotator opens an annotation on Tuesday, begins working on it, and then submits it on Wednesday, then that annotation and the time they spent on it will **not** be included in the metrics. +### Save views + +You can save your date range and project filters as custom views. Saved views makes it easier for you to group dates and projects you want to readily access. + +Note the following: + +* You can save, update, and delete views. +* Views are only visible to you (meaning they are not shared with other users within your organization). + ## Tasks and project states From ae9ad02b2844d68d57c67eaeb3470e3ab917a3b0 Mon Sep 17 00:00:00 2001 From: C L W Date: Thu, 19 Mar 2026 10:03:24 -0500 Subject: [PATCH 2/4] Update dashboard_annotator.md with view propagation note Added note about view propagation to other Analytics pages. --- docs/source/guide/dashboard_annotator.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/source/guide/dashboard_annotator.md b/docs/source/guide/dashboard_annotator.md index 5ef011c1d198..24d6131d2652 100644 --- a/docs/source/guide/dashboard_annotator.md +++ b/docs/source/guide/dashboard_annotator.md @@ -86,6 +86,8 @@ Note the following: * You can save, update, and delete views. * Views are only visible to you (meaning they are not shared with other users within your organization). +!!! note + If you click **Apply** after saving your data and project/workspace filters, your selections will propogate to other Analytics pages. You can reapply your view or incorporate those filters into a new or updated view. ## Annotations From 4930fc3107da9e6e3ebd6bd87338d5445042c517 Mon Sep 17 00:00:00 2001 From: C L W Date: Thu, 19 Mar 2026 10:04:06 -0500 Subject: [PATCH 3/4] Enhance dashboard overview with filter propagation note Added note about filter propagation in views. --- docs/source/guide/dashboard_overview.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/source/guide/dashboard_overview.md b/docs/source/guide/dashboard_overview.md index 1bed7ac2c910..aa1e7a6cf300 100644 --- a/docs/source/guide/dashboard_overview.md +++ b/docs/source/guide/dashboard_overview.md @@ -49,6 +49,8 @@ Note the following: * You can save, update, and delete views. * Views are only visible to you (meaning they are not shared with other users within your organization). +!!! note + If you click **Apply** after saving your date and project/workspace filters, your selections will propogate to other Analytics pages. You can reapply your view or incorporate those filters into a new or updated view. ## Tasks and project states From 3c408d0ae14185b89b3ae74a79ae2d330992111b Mon Sep 17 00:00:00 2001 From: C L W Date: Thu, 19 Mar 2026 10:04:36 -0500 Subject: [PATCH 4/4] Fix typo in dashboard annotator documentation --- docs/source/guide/dashboard_annotator.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/source/guide/dashboard_annotator.md b/docs/source/guide/dashboard_annotator.md index 24d6131d2652..6fe87152ca5c 100644 --- a/docs/source/guide/dashboard_annotator.md +++ b/docs/source/guide/dashboard_annotator.md @@ -87,7 +87,7 @@ Note the following: * Views are only visible to you (meaning they are not shared with other users within your organization). !!! note - If you click **Apply** after saving your data and project/workspace filters, your selections will propogate to other Analytics pages. You can reapply your view or incorporate those filters into a new or updated view. + If you click **Apply** after saving your date and project/workspace filters, your selections will propogate to other Analytics pages. You can reapply your view or incorporate those filters into a new or updated view. ## Annotations