Manage named filters

This is for:

Business Analyst System Administrator

named filters are custom filters comprised of a dimension, an operator, and one or more values. These filters can be added to Coveo Analytics reports, data exports, as well as the Visit Browser. With the required privileges, you can use the Named Filters (platform-ca | platform-eu | platform-au) page to create and manage named filters.

Named filters page | Coveo

Adding named filters helps you refine your reports to analyze specific segments of your data.

Example

You notice a surge of visits on your website with no clicks. Therefore, you create the following named filter to analyze the origin of these visits: Visit Referrer contains google.com.

Add a named filter

  1. On the Named Filters (platform-ca | platform-eu | platform-au) page, click Add named filter.

  2. In the Add a named filter panel that opens, under Display name, enter a descriptive name that will help you identify the filter when you want to use it.

  3. Click filter-add-2, and in the dimension filter dialog that opens, do the following:

    1. Select the dimension on which you want to set the filter. You can either sort by event type by clicking Search, Click, or Custom, or click All. Then, use the search box to find the dimension of your choice.

      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.

    2. Under the dimension that you just selected, click the dropdown menu, and then select an operator. The list of available operators depends on the dimension type.

    3. Click Add value and enter the filter value. You can:

      • Select the most frequent ones from the suggested values (if any).

        Note

        Values aren’t suggested for numerical dimensions (for example, Number of Results or Click Rank).

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

      • Enter a new value.

    4. (Optional) To add another value for the same dimension, click Add value again and repeat the previous step.

      Important

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

      • Advanced query expression: 5

      • Keyword: 250

      • All other dimensions: 75

    5. (Optional) To filter blank and n/a values, select the Include blank values in filter and Include n/a values in filter checkboxes.

    6. Click Add filter.

  4. Click Add named filter.

Edit a named filter

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

  2. In the Edit named filter panel that opens, edit the Display name.

  3. Under Filters, do one of the following:

    • To edit an existing filter, click the filter, make your changes to the dimension, operators, and values, and then click Add filter.

    • To remove an existing filter, click the x next to the filter.

      Note

      If you have multiple dimension filters in a named filter, and you remove one of them, the remaining filters are still applied to the report in which the named filter is used. However, if there’s only one dimension filter in the named filter, you must delete the named filter in its entirety.

  4. Click Save.

Add to reports

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

Delete a named filter

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

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

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.