Manage Named Filters

You can use the Named Filters page to create named filters (sets of filters) that you use or plan to use on many reports, 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).

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 data exports and in the Visit Browser.

Create or Edit a Named Filter

  1. On the Named Filters page:

    • To create a named filter, click Add Named Filter.

      OR

    • To edit a named filter, click the desired filter, and then in the Action bar, click Edit.

  2. In the Add/Edit a Named Filter panel that appears, create a filter. The named filter creation process is similar to the global dimension filter creation process:

    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 Add-Filter.

    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 browse dimensions by event type, and then select the one of your choice.

        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 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:

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

        • Advanced Query Expression: 5

        • Keyword: 250

        • All other dimensions: 75

        • When you select a suggested value, the value is case sensitive, except for User 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 aren’t suggested for numerical dimensions (e.g., Number of Results, Click Rank, etc.).

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

          OR

        • Start writing and select values using the suggest as you type feature.

          OR

        • Enter one or more values to filter on.

        To add values, click the plus sign Icon-OrangePlus or press Enter.

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

      4. Click Add Filter.

  3. When you’re done creating/editing your filter, click Add Filter or Save.

  4. Add the named filter to one or more reports.

Remove Named Filters

  1. On the Named Filters page, click the named filter that 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 in which 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 an 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, on the Named Filters page, click Activity (see Review Events Related to Specific Coveo Administration Console Resources).

If the Activity icon is grayed and unresponsive, you don’t have all of the required privileges to perform this action.

Required Privileges

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

The following table indicates the required privileges to view and edit filters of the Named Filters page and associated panels (see Manage Privileges).

Action Service - Domain Required access level
View named filters

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

View
Edit named filters

Analytics - Analytics data

Analytics - Dimensions

View

Analytics - Named filters

Edit
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