Filters

Using Filters allows users to build sophisticated search queries that will return more accurate results while allowing ad-hoc customisation of reports for both users and Analytics Viewer users. Filter Groups provide a customisable layer of default filters that affect all reports, Indexes or users.

You can also Configure Filters and define Special Filters.

Filter Groups

Grouping filters provides users with logical sets to use when reporting. They will appear in the drop-down list of the Filter Panel. Select the group to display the filters that exist within the group.

There are four (4) default filter groups:

  • Active Filters: Active filters are session based and available to all users. They are cached across Indexes and are viewed by clicking Edit.
  • Global Report Defaults: Global Report Defaults are applied to all reports in the selected Index and are set by an administrator. It is applied to reports as soon as they are loaded.
  • System Defaults: System Defaults apply to all reports and Indexes and are set by an administrator.
  • User Defaults: User Defaults work in the same way as System Defaults, but only for a specific user. User Defaults are deactivated once an existing report is loaded.

The hierarchy in which filters are applied occurs as follows:

Note: Filters only overwrite each other when they use the same field. Filters spanning different fields are not affected by the filter order.

Configure Filter Groups

To configure filter groups:

  1. Open the Filter Panel by clicking the >> arrows above the cog icon in the Query screen
  2. Click the cog icon next to the current filter drop-down list to open the 'Filter Configuration options'.
  3. Click the 'Groups' tab

To add a new group, type the label of the new group to the Name textbox and click Add Group to create it.

Click Edit Groups to display the currently configured groups and click the ellipsis (…) icon to customise the settings for each group (except Active Filters). Once changes are made, click the Save Group button to apply the changes.

Tip: You can change the position of the groups by dragging and dropping them up or down within the list.

To delete a created group, click Edit Groups, then click the X icon next to it.