Introduction
The following feature is available only to users with Admin permission settings. For all other users, you can set a default view using the steps highlighted here.
Other users can also report on Custom Filters using the Rankings page to understand how specific regions, categories, etc... are performing. You will just need to click on "Segment By" and select what custom filter you would like to break down the data by.
Overview
Custom Filters allow you to create shortcuts to the groups of brands, markets, partners, and channels that you most often report on. As an admin of your organization, we understand the importance of getting to the data you need efficiently and with the least amount of resistance, and we’ve built an experience to match.
To create “Custom Filters”, please follow the below steps:
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Step 1: Select “Settings” from the side menu.
- Expand the menu and then select "Company Details"
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Step 2: The page will then open to “Custom Filters”.
- To create your first custom filter select the “Create a Filter” button in the right-hand portion of the page.
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Step 3: Name your filter.
- This will be reflected in the filters menu throughout the dashboard. After entering the name of your filter, select “Next”.
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Step 4: Select a “Category”.
- This will define what building blocks can be selected within your filter. After selecting the “Category”, select next.
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Step 5: Provide a name for “Dropdown Option”.
- The Dropdown Option will appear underneath your “Filter” and be present throughout your dashboard. After naming your “Dropdown Option”, select next.
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Step 6: Refine the dropdown options:
- Select the specific brands, markets, channels, and partners that will be grouped together underneath your Filter Item. Press “Save” to save your Custom Filter and first Dropdown Option.
To create additional “Dropdown Options” for a Custom Filter, please follow the below steps:
From the main Custom Filters Page
- Select the name of the “Custom Filter” that you would like to create a dropdown option for.
- Select “Add Item” to add an additional dropdown option.
- Follow Steps 5 and 6 from above to create an additional “Dropdown Option”.
To edit your Custom Filter:
From the main Custom Filters Page
- Find the Custom Filter that you'd like to adjust and select the adjacent “Edit” button, located underneath the “Actions” column.
- Edit the text of the Custom Filter and select “Save”.
To edit your Dropdown Option:
From the main Custom Filters Page
- Find the name of the Custom Filter that contains the option you would like to edit.
- Click on the number listed underneath the "Dropdown Options" column header.
- Then click “Edit” underneath the “Actions” column header, adjacent to the dropdown name.
- Next, you will be prompted to refine the dropdown options by adjusting the name, and then the specific brands, markets, channels, or partners that will be grouped together.
- Press “Save” when you have completed updating your Dropdown Option.
Who can edit Custom Filters?
- Admins are the only users who have the ability to create and refine Custom Filters on behalf of their organization.
How can I see what Custom Filters are set up for my organization?
- All users, Limited, Connecting, Standard, and Admins can see what Custom Filters are set up for their organization by navigating to the “Settings” page and selecting the tab labelled “Custom Filters”.
How do I use my organization’s Custom Filters?
Every page in our dashboard provides an option to filter your data. This is denoted by the white “+” sign within the square above the data set of that page.
- To utilize the “Custom Filter” that an admin has created, navigate to a page where you would like to filter your data.
- Select the white “+” sign within the square above the data set of that page.
- Select your “Custom Filter” name.
- Next, you will have the ability to select from one of the available options from the dropdown menu. Then, select “Add”.
- The page will reload, and the data will reflect the markets, brands, partners, or channels that are associated with that filter dropdown selection.