Managing Named Filters

You can use the Analytics section of the administration console navigation menu to create named filters (sets of filters) when they use or plan to use the same filters on multiple reports (see Required Privileges).

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

Named filters can be added to any reports, renamed, modified or deleted at any time.

Named filters can also be added in usage analytics exports and in the Visit Browser.

You can open your reports and look for groups of filters that appear in more than one report.

Access the “Named Filters” Page

  1. If not already done, log in to your Coveo Cloud organization with a user that is a member of a group with the required privileges to manage reports (see Required Privileges).

  2. In the main menu on the left, under Analytics, select Named Filters.

Create Named Filters

  1. Access the Named Filters page (see Access the Named Filters Page).

  2. In the Named Filters page:

    1. Click Add Named Filter.

      If the Add Named Filter button is grayed and unresponsive, you do not have all required privileges to perform this action (see Required Privileges).

    2. In the Add a Named Filter dialog that appears, create a filter. The named filter creation process is really similar to the global dimension filter creation process (see Adding Global Dimension Filters):

      1. In the first box, enter a descriptive name for the named filter.

        The filter name can only contain letters, numbers, spaces, and underscores.

        Online Help Visitors From Canada

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

      3. In the list of available Dimensions, select the dimension on which you want to set the filter:

        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

        • Click the links (Search, Click and Custom) to quickly browse dimensions by event type, and then select the one of your choice (see Usage Analytics Dimensions).

          OR

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

      4. In the filter definition dialog box:

        1. Select an operator (Is, Is not, Contains, Does not contain, Is equal to, Is not equal to, Is lower than, Is lower than or equal to, Is greater than or Is greater than or equal to) to apply between the selected dimension and the value.

          The list of available operators depends on the selected dimension.

        2. After clicking in the third box:

          • When you select a suggested value, the value is case sensitive, except for Query and Keyword dimensions values, which are always case insensitive.

          • When you enter a value, the value is case insensitive.

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

          • As designed, values are not suggested for numerical dimensions (e.g., Number of Results, Click Rank…).

          • Select between the most frequent dimension values suggested (if any).

            OR

          • Start writing and select value(s) using the suggest as you type feature.

            OR

          • Enter one or more values to filter on.

            To add values, click the plus icon (Icon-OrangePlus) or press Enter.

        3. When you want to filter blank and/or n/a values, select Include blank values in filter and/or Include n/a values in filter check boxes.

        4. Click Add Filter.

    3. Click Add Filter.

    4. Add the named filter to one or more reports (see Adding Named Filters to Reports).

Filter Named Filters

In the Named Filters page, in the right section of the Action bar, type keywords in the Filter box (see Access the Named Filters Page). You can filter named filters by display name or by filter rule.

Manage Named Filters

In the Named Filters page, you can (see Access the Named Filters Page):

  • Edit named filters

    1. Access the Edit a Named Filter: [Filter_Name] dialog:

      • Click the row the named filter you want to review, and then in the Action bar, click Edit.

        OR

      • Double-click the desired named filter in the Name column.

    2. In the Edit a Named Filter: [Filter_Name] dialog, when you are done, click Save.

  • Remove named filters

    1. Click the row of the named filter you want to remove, and then in the Action bar, click Delete.

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

    Named filters are automatically removed from the reports they were used.

Review Named Filter Management Activities

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

You can review the creation, change, and deletion history of your named filters. To do so, in the Named Filters page, click the Activity icon (ac8-icon-clock) (see Access the Named Filters Page and Activity - Panel).

If the Activity icon is grayed and unresponsive, you do not have all required privileges to perform this action (see Required Privileges).

Required Privileges

The following table indicates the required privileges to view and edit elements of the Named Filters page and associated panels.

Action Service - Privilege 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