Customization & Filters

Every analytics page in SocialPulse shares the same filter bar, so the mental model you build on one screen carries to all of them. You can narrow by date range (with hour, day, or week granularity), Platform, Topic, Sentiment, Intent, Emotion, Language, Region, and Brand, plus a free-text search across post content. Because the bar is identical everywhere — Command Center, topic drilldowns, sentiment trends, and beyond — there's no per-page filter dialect to relearn as your team moves between views.

Multi-value fields are additive, not exclusive picks: you can select several Topics or Platforms at once, and the filter bar represents that as comma-separated values in the URL's query parameters (for example, ?topics=network,pricing). That means every filtered view is a shareable, bookmarkable link on its own — paste it into a ticket or chat message and a colleague lands on exactly the same sliced data, no screenshots required.

Tenant Admins and Analysts can design their own dashboard layouts, called Workspaces, tailored to how their team actually works. Building one is a drag-and-drop exercise: pull widgets in from a widget library, arrange them freely, and resize with handles to give the metrics that matter more room. The canvas is collision-aware, so widgets automatically reflow around each other and you never end up with overlapping tiles to untangle by hand.

Layouts are fully responsive across desktop, tablet, and touch devices. For anyone who prefers not to drag and drop, keyboard-accessible move-up and move-down controls provide a full accessibility fallback. Once you're happy with a Workspace, you can set it as your personal default so it's what loads when you log in, and rename or delete any Workspace you own at any time.

Alongside personal Workspaces, every tenant has a System Default layout — a read-only baseline dashboard that no one can edit or delete, not even a Tenant Admin. That's a deliberate design choice: it guarantees there's always a known-good, unmodifiable view available on every account, so a new team member or anyone troubleshooting a customization gone wrong can always switch back to a layout guaranteed to work.

In practice, the System Default acts as a stable floor beneath however much your team customizes on top of it. Workspaces are where experimentation and team-specific tuning happen; the System Default is the unedited baseline you can always point to.

Because filters live in the URL, SocialPulse lets you save a specific combination as a named view you return to later — the Command Center's top bar includes a bookmark icon for exactly this. Set your filters and click the bookmark icon, and that exact slice is saved for one-click recall the next time you need it.

This is a lightweight complement to Workspace layouts: a Workspace defines which widgets you see, while a saved view captures which slice of data you're looking at through them. Teams that monitor the same recurring question — a launch, a competitor, a crisis topic — tend to accumulate a small set of saved views they check daily.

For turning a dashboard view into something you can hand off, the Command Center's top bar offers two more actions. "Generate briefing" produces a written summary of what's currently on screen. "Export posts (CSV)" pulls the underlying post-level data behind your current filters into a CSV file for further analysis.

Both actions respect the filters and layout active at the time, so what you generate or export lines up with what you're actually looking at. Availability is role-aware: Viewers can generate briefings and export data on dashboards shared with them, while configuring Workspaces and data sources remains the province of Tenant Admins and Analysts.