When you manage massive campaigns across various regions and platforms, you need quick access to your most frequently reviewed data. Custom filters create shortcuts to specific groups of brands, markets, partners, and channels so you can bypass repetitive manual selections. Let's review how administrators construct these shortcuts and how your entire team can apply them to their daily analysis.
Step 1: Construct a Custom Filter
Only Admin users have permission to create custom filters. To build your first custom filter, follow these steps:
- Navigate to Reference > Custom Filters.
- Click the "+ New Custom Filter" button in the upper-right corner of the page.
- Type a name for your filter and click Next. This name will appear in the filter menus across your dashboard.
- Select a Category to define the available components, then click Next.
- Type a name for the Dropdown Option and click Next.
- Choose the specific brands, markets, channels, and partners to group.
- Click Save to finalize your new custom filter.
Step 2: Expand and Modify Options
Once you create a filter, you can easily add more variations or adjust the current parameters.
- To add an extra Dropdown Option: From the Reference > Custom Filters page, select the custom filter, click "Add Item," and repeat the configuration steps above.
- To modify a current choice: Locate the custom filter, click the number displayed under the Dropdown Options column, and select Edit. Adjust the name or the specific data groups, then click Save.
Step 3: Apply Filters to Your Data
Every dashboard page allows you to isolate specific data using these shortcuts. All users can apply these filters, regardless of their permission level.
- Locate the filter menu above your data set and click the white "+" icon.
- Select your custom filter name.
- Choose a specific option from the dropdown menu.
- Click the Add button. The dashboard will refresh to display the targeted results.
Note: You can also evaluate these specific groups on the Rankings page. Select "Segment By" and choose your custom filter to break down the performance data.
Review Permission Levels
The system assigns capabilities based on your user role. You can review all active filters for your organization by navigating to Reference > Custom Filters.
| User Role | Custom Filter Capabilities |
|---|---|
| Admin | Create, modify, and apply custom filters across the organization. |
| Standard, Connecting, Limited | View the available filters in the Reference menu and apply them to dashboard data. |
Troubleshooting
Did you encounter a roadblock with your custom filters?
- Missing Configuration Tools: If you cannot locate the "+ New Custom Filter" button, your account lacks Admin privileges. You must ask an Admin to create the filter for the organization, or you can create a default preferred view for your personal account instead.
- Empty Filter Results: If you apply a custom filter and the dashboard displays zero results, check your date range. You likely need to expand the selected time frame to capture the relevant campaign data.
Please contact support@creativex.com if you have more questions.