Manage Named Filters

Analyze Usage Data Coveo Relevance Cloud Business Analyst System Administrator Product Documentation

Named filters are custom filters that refine search usage analytics data shown in each usage analytics card (see Filter Settings and Limitations). They can be added to any report, and can be renamed, modified, 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.

You notice that 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.

Define Filter

  1. When creating a new filter, enter a descriptive name for the named filter.

    The filter name can only contain letters, numbers, spaces, and underscores (e.g., Online Help Visitors From Canada).

  2. Click Add-Filter, 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 on Search, Click, or Custom.

    • 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 drop-down list and select an operator to apply between the selected dimension and the value. The list of available operators depends on the selected dimension.

  4. Click on 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

    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.

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

  • Advanced Query Expression: 5

  • Keyword: 250

  • All other dimensions: 75

  • To add values, click Icon-BluePlus or press Enter.

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

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

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.

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

Review Named Filter Management Activities

On the Named Filters (platform-ca | platform-eu | platform-au) page, you can review the creation, change, and deletion history of your named filters with the Activity panel list. To access the panel, click Activity.

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).

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 (platform-ca | platform-eu | platform-au) page.

The following table indicates the required privileges to view and edit filters of 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

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 (e.g., Number of Results, Click Rank, etc.).

3: When you enter a value, the value is case insensitive.