TOTW: How to create a saved filter (and why you should)

  • 18 February 2020
  • 1 reply

Userlevel 5

Hey all! 

This TOTW is about saving filters :sunglasses:

But before I tell you how, let’s talk about why you should!

Saved Filters are available on Audience Explorer, Account Explorer, and throughout PX reports. With Saved Filters, you can: 

  • quickly remove test users, internal users, etc
  • mimic the logic of Segments so you can filter reports by the same criteria you use to target engagements*
  • create shortcuts for sets of frequently used filters, especially if you are navigating between multiple reports 
  • PX Admins - create filter shortcuts for others at your organization (this can help others more easily adopt PX!) 

*the ability to filter reports by Segments is a current feature request 

Now, onto the how

Click My filters under the Custom Filters panel, then start adding criteria. 

Once you are satisfied with the set of filters, click Save as, name the custom filter, and click Add

You now have a Saved Filter! The next time you are in a report or Audience/Account Explorer, just click My filters, select one of the Saved Filters, and click Apply

Also note that filters you save will appear under MY FILTERS, and all saved filters for your organization will appear under PUBLIC FILTERS. So any filters you make will be available for others at your organization to use. 

Happy filtering! :dancer_tone2:

1 reply

Userlevel 7

@Julie-Pinto That’s a great explanation and thanks for your time on this! 

Bumping this to the top for more visibility!