Adding Named Filters to Reports

You can create sets of filters (called named filters) to save time during the creation of a report, when you have the required privileges.

Named filters refine search usage analytics data shown in each usage analytics cards (table, time series, etc.) (see Filter Application in Reports).

Once created, named filters can easily be added to or removed from usage analytics reports.

Access a Report in Edit Mode

  1. On the Reports page:

    • Click the report in which you want to add the named filters, and then in the Action bar, click Open.

      OR

    • Double-click the desired report.

  2. In the top right corner of the screen, click Edit.

    Changes you made prior accessing the Edit mode are kept. You must thus remove these changes (if unwanted) before saving the report.

Add Named Filters to Reports

  1. Access a report in Edit mode.

  2. On the [Report name] page:

    1. Click the Add filter icon (Icon-FilterAdditionc).

    2. Under Named Filters, select the set of filters that you want to apply to the report.

    3. In the top right corner of the screen, click Save.

    • In reports, named filters are identifiable by their white background and their italic font style.

      Admin-NamedFiltersIcon

    • By hovering over the named filters, you see the filters of the set.

    • More than one named filter can be applied in a report at a time.

    • You can remove the named filter in the Edit mode at any time by clicking the x icon in its label, and then saving.

Required Privileges

Members of the Administrators, Analytics Managers, and Relevance Managers built-in groups can view and edit elements of the Reports page.

The following table indicates the required privileges to view and edit reports from the Reports page and associated panels (see Privilege Management).

Access to reports or part of their content may be further restricted as a function of the member (see Managing Usage Analytics Report Access in Reports and Adding and Managing Permission Filters).

Action Service - Domain Required access level
View named filters

Analytics - Analytics data

Analytics - Dimensions

Analytics - Reports

View
Edit named filters

Analytics - Analytics data

Analytics - Dimensions

View

Analytics - Reports

Edit
Analytics - Administrate Allowed
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