Saving Filters

Save filter selections in groups for easy application to reports. Filter groups are stored locally and can be managed and edited within a report's dashboard.

About Saving Filters

It is possible to save filters along with their incorporated filter selections into filter groups. These can then be applied to your report. Filter groups save time manually selecting and deselecting filters and filter selections later.

To create filter groups, you first need to create filters in your report. To learn how to do this, visit: Creating Question Filters and Creating Date Filters.

When using filter groups, it is important to understand the following distinctions:

Filter Groups - Filter groups contain filters.

Filters - Filters contain filter selections, and can be placed in groups.

Filter Selections - Filter selections are located within filters, making up the contents of the filter.

Note

Filter groups are stored locally to your current device and browser. This means if you access the report on a different device or browser, your filter groups will not appear.

Saving Filters to a Group

Once you have at least one filter in your report, you can begin to use filter groups by following these steps:

Make the Filter Selections

1. Click the Filters icon in the top menu of the Studio dashboard.

2. In the left hand menu, click the name of the filter you want to add to your filter group.

3. Make the filter selections by checking the relevant boxes.

4. Click the Apply button at the bottom.

5. Click the back arrow and repeat the process for all the filters you want to add to the filter group.

   The filters and filter selections will show beneath the "All Filters" section:

   

   The all filters section with a chosen filter and filter selections

Save the Filter Group

Once you have made your filter selections, follow these steps to save them to a filter group:

1. In the left hand menu and click the Save to Favorites button at the bottom.

2. Click the radio button next to "New filter group".

3. Type a name in the "Group Name" field.

4. Click the Save button.

   

   Creating a new filter group

After creating the filter group, you can view it by clicking the "Favorites" tab at the top. The number next to the favorites tab signifies how many filter groups exist within it.

Applying and Clearing a Filter Group

Applying a Filter Group to your Report

To apply a filter group to your report, follow these steps:

1. Click the name of the filter group you want to apply to your report.

2. Click the Apply button at the bottom.

Clearing a Filter Group from your Report

To clear any filters that are currently applied to your report, follow these steps:

1. Click the name of the filter group you want to clear from your report.

2. Click the Clear All button at the bottom.

Managing Filter Groups

Renaming a Filter Group

To rename a filter group, follow these steps:

1. Click the pencil icon next to the name of the filter group you want to edit.

2. Locate the filter group name and click the adjacent pencil icon.

3. Type a new name for the filter group.

4. Click the Apply button.

Adding or Removing Filter Selections

To add or remove filter selections, follow these steps:

1. Click the pencil icon next to the name of the filter group you want to edit.

2. Click the name of the filter you want to add or remove filter selections from.

3. Add or remove filter selections by checking or un-checking them.

4. Click the Update button.

5. Click the Apply button.

Removing Filters from a Group

To remove filters from a group, follow these steps:

1. Click the pencil icon next to the name of the filter group you want to edit.

2. Click the name of the filter you want to remove from the group.

3. Click the Delete button.

4. Click the Apply button.

Deleting a Filter Group

To delete a filter group, follow these steps:

1. Click the "Favorites" tab.

2. Click the trash can icon next to the filter group you want to delete.

Adding New Filter Selections to an Existing Filter Group

To add new filter selections to an existing filter group, the "Replace Existing Group" function should be used. This will overwrite the group with all currently active filters, not just add new ones. Consequently, any filters not currently selected will be removed, ensuring the group only contains the active selections.

1. Click the "Favorites" tab at the top of the left hand menu, and then click the name of the filter group you want to replace.

2. Check or un-check any filter selections to your liking.

3. Click the Apply button at the bottom.

4. Click the Save to Favorites button at the bottom.

5. Click "Replace existing group".

6. Using the drop-down, select the existing filter group you want to apply the changes to.

7. Click the Save button.