You may have noticed things look a little different in Ideally. We’ve rolled out a fresh interface to streamline how you interact with your insights, without disrupting your existing workflows. Here’s a quick guide to what’s moved and how to get the most out of the new layout.
Filters — Now easier to use, right where you need them
Your demographic and test filters have moved to the right-hand panel, making them more visible and easier to adjust.
At a glance, you’ll see quick-access filters for:
Age
Gender
Household structure
Household income
Before-the-loop closed answer and test questions
To explore more filters, just click ‘Add’ to browse our full set.
Filter Sets (previously Segments) — Save and switch views effortlessly
What you knew as “Segments” are now called Filter Sets—and they live at the top of your Filters panel. They help you save and quickly switch between commonly used filter combinations.
To create a Filter Set:
Select your desired filters
Click ‘Create new filter set’
Name your set
Click ‘Save’
To update or rename a Filter Set:
Use the pencil icon to rename
Add/remove filters and click ‘Update filter set’
To export a specific Filter Set’s results:
Click ‘Export’ at the bottom of the panel
Toggle ‘Use filter selection’ ON
Choose your export format
Benchmarks — Find them in the left panel
Your test benchmarks now appear in the bottom left corner of the results view, so you can quickly toggle them on and off while reviewing data.
Export Options — Now in the filters panel
Exports are now located at the bottom of your Filters panel. You can still choose from:
PPTX: Slides of your test results
XLSX: Spreadsheet with a sheet per question/metric
CSV: Flat file of test results
Intelligent Summaries — Now contextual, always available
Summaries now appear within your results for better context. Just hover over a summary to expand it, and click to copy anything that stands out.
What’s Next?
No action is required, but we recommend taking a quick tour of the new layout so you can hit the ground running. If you have questions or feedback, we’re just a message away.