Manage named filters

This is for:

Business Analyst System Administrator

named filters are custom filters that refine search usage analytics (UA) data shown in each UA card (see Filter Settings and Limitations). They can be added to any report, and can be renamed, edited, or deleted at any time. Named filters can also be added in usage analytics data exports and in the Visit Browser.

With the required privileges, you can use the Named Filters (platform-ca | platform-eu | platform-au) page to create sets of filters that you can use on many reports.

Example

You notice many of your reports contain the same filters, therefore you decide to group them under one named filter to save space and time in the future when creating reports that require these filters.

Add or edit a named filter

On the Named Filters (platform-ca | platform-eu | platform-au) page, click Add named Filter. To edit an existing filter, click the desired filter, and then click Edit in the Action bar.

add or edit a named filter

Define filter

  1. When creating a new filter, enter a descriptive name.

  2. Click filter-add-2, and in the list of available Dimensions, select the dimension on which you want to set the filter. You can:

    • Sort by event type by clicking Search, Click, or Custom.

      Note

      Filters that rely on custom event types only work with the UA Protocol. If your Coveo implementation uses the Event Protocol, custom event types won’t function as expected.

    • Click All, and then use the Search box to find and select the dimension of your choice.

  3. In the filter definition dialog box, click the dropdown menu, and then select an operator to apply between the selected dimension and the value. The list of available operators depends on the selected dimension.

  4. Click the third field and enter the filter values. You can:

    • Select the most frequent ones from the suggested dimensions values (if any).[1]

    • Start typing and select values that appear with the search-as-you-type feature.[2]

    • Enter a new value.[3]

    Example

    You want to review the usage of your online help web site in Canada so you add the following two filters:

    • Country is Canada

    • Origin 1 (Page/Hub) is Online Help

  5. In the filter definition dialog box, click Add Filter.

  6. In the Add/Edit a named Filter panel, click Add Filter or Save.

Important

Maximum number of values per filter, depending on the dimension:

  • Advanced query expression: 5

  • Keyword: 250

  • All other dimensions: 75
Notes

  • To add values, click add or select Enter.

  • To edit values, click the value, make your changes, and then select Enter.

  • To filter blank and n/a values, select the Include blank values in filter and Include n/a values in filter checkboxes.

Add to reports

When you’re done adding or editing your filter, add the named filter to one or more reports.

Remove named filters

  1. On the Named Filters (platform-ca | platform-eu | platform-au) page, click the named filter that you want to remove, and then click Delete in the Action bar.

  2. In the confirmation prompt that appears, click Yes.

Note

Deleted named filters are automatically removed from the reports in which they’re used.

Review named filter management activities

As part of your duties, you may need to review activities related to named filters for investigation or troubleshooting purposes. To do so, in the upper-right corner of the Named Filters (platform-ca | platform-eu | platform-au) page, click clock.

See Review resource activity for details on activities and alternative ways to access this information.

The list contains the named filter management activities in reverse chronological order. Each row represents an activity, and indicates when it occurred, the display name of the affected filter, what was done (created, updated, deleted), and by who (user).

Required privileges

The following table indicates the required privileges for members to view and edit filters on the Named Filters (platform-ca | platform-eu | platform-au) page and associated panels (see Manage privileges).

Action Service - Domain Required access level

View named filters

Analytics - Analytics data Analytics - Dimensions Analytics - Named filters Organization - Organization

View

Edit named filters

Analytics - Analytics data Analytics - Dimensions Organization - Organization

View

Analytics - Named filters

Edit

Access the Activity Browser and view all organization activities

Organization - Activities Organization - Organization

View
Important

A member with the View access level on the Activities domain can access the Activity Browser. This member can therefore see all activities taking place in the organization, including those from Coveo Administration Console pages that they can’t access.
1. When you select a suggested value, the value is case sensitive (except for User Query and Keyword dimensions values, which are always case insensitive).
2. As designed, values aren’t suggested for numerical dimensions (for example, Number of Results, Click Rank, etc.).
3. When you enter a value, the value is case insensitive.