Segments

The Segments feature in the Operator Backoffice (BO) enables operators to save and reuse filtered views across different reporting pages such as Flagged Activity, Reports, and more. Segments are designed to speed up day-to-day monitoring, troubleshooting, and operational checks by allowing users to create personalised views that can be shared and accessed easily.

Segments ensure consistent filtering across sessions and teams, while reducing repeated manual configuration of views.

Key Use Cases for Segments

  • Save commonly used filtered views for regular monitoring.

  • Share operational views with other team members securely.

  • Bookmark frequently used filters to the sidebar for faster access.

  • Maintain page-specific customisations across modules like Flagged Activity or Reports.


Viewing and Managing Segments

Table View

In each module that supports Segments (e.g., Flagged Activity), a 'View all segments' option is available. This opens a full list of all saved Segments for that specific page, including:

  • Segment name

  • Notes (optional)

  • Actions: share, delete, bookmark/remove bookmark

Segments saved on other modules are not visible outside their respective pages. For example, a Segment saved under Reports will not appear under Flagged Activity.

For faster access, Segments can be bookmarked to the left-hand sidebar. Only pinned Segments will appear in the sidebar. This is useful for views you access frequently.


Creating a Segment

To save a filtered view as a Segment:

  1. Apply your desired filters on the current page.

  2. Click ‘Save Segment’.

  3. Enter a name (required) and an optional note. Notes are great for later, when you need to differentiate between a list of Segments.

  4. Tick ‘Add to sidebar’ if you’d like to bookmark it.

  5. Click Save.

The Segment is now saved and will appear under "View All Segments".


Sharing Segments

To share a saved filter view with someone:

  1. Apply the filters you want to share.

  2. Click ‘Share Segment’.

  3. A secure encrypted URL is copied to your clipboard.

  4. Paste and send it via email or chat.

When the recipient opens the link:

  • The filters will be auto-applied.

  • If they do not have the necessary permissions, an error message will be shown.


Segment Behaviour and Security

  • Page-Specific: Segments are stored per page. You cannot use a Segment saved on Reports in Flagged Activity.

  • Filters in URL: Filters are encoded into the URL as they’re applied, ensuring persistence across refreshes and shared links.

  • Permissions: Segments respect the underlying page access permissions of the user.


Frequently Asked Questions (FAQ)

Can I use the same Segment across different pages? No. Segments are page-specific and are only visible on the page where they were created.

What filters are included in a shared Segment? All filters visible in the UI for the page at the time of saving or sharing will be applied in the shared view.

Is data in shared Segment links secure? Yes. The URL is encrypted and does not expose any sensitive information such as usernames or internal IDs.


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