Filters manager

Last update: 2024-01-26
  • Topics:
  • Filters
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  • Created for:
  • User

The Filters manager offers many ways of curating filters, such as sharing, tagging, approving, copying, deleting, and marking as favorites.

The Filters manager shows you all the filters you own and that have been shared with you. Admin-level users can see all filters in the organization. This overview presents the user interface and the capabilities of the Filters manager.

Access the Filters manager

  1. In Customer Journey Analytics, select the Components tab, then select Filters.

Available actions in the Filters manager

In the Filters manager, you can:

Configure columns

You can configure the information displayed for each filter in the Filters manager by configuring the columns that are displayed.

To configure the visible columns in the Filters manager:

  1. In Customer Journey Analytics, select the Components tab, then select Filers.

  2. In the Filters manager, select the Customize columns icon Customize columns icon, then select the columns that you want to be displayed in the Filters manager.

    The following columns are available:

    Column title Description
    Title and description These values are provided in the Filter builder. To edit the title and description, select the title link to open the Filter builder.
    Favorites Displays star icons next to each filter, allowing you to mark filters as favorites. For more information, see Mark filters as favorites.
    Data view This column indicates in which data view the filter was last saved.
    Owner Indicates who owns the filter. As a non-Admin, you can see only filters you own or those that were shared with you.
    Tags (not checked in column selector, hence column not appearing) Tags that were applied to the filter, either by you or by people who shared the filter with you.
    Shared with Lists individuals or groups (Admin only) or All (Admin only) that you shared the filter with.

    When a filter is being shared by you or with you, a share icon displays next to the filter name.

    Date modified Shows the date that the filter was last modified.
    Used in Shows how many components the filter is currently being used in.

    For example, if the filter is being used in 40 projects and 2 alerts, then the value of this column shows as 42 components.

    Select the value in this column to see the breakdown of where the filter is being used (for example, Projects (40), Alerts (2)).

    Filters can be used in any of the following component types:

    • Calculated metrics
    • Projects
    • Scheduled projects

    This information can help you determine whether a component is valuable to users in your organization, where it is used, and if it needs to be deleted or modified.

    Consider the following when viewing this column:

    • This information does not include usage from the API, Report Builder, or Data Warehouse.
    • The Used in column does not display by default. Configure columns to display it.
    • If there is no data in this column for a given component but it has a Last used date, the component might have been used in an analysis without being saved.
    • This information is available only to system administrators.

    You can use the Data Dictionary along with this information to help you keep track of and better understand how components are being used in your organization.

    Last used Shows the date when the filter was last used in any of the following component types:
    • Calculated metrics
    • Projects
    • Scheduled projects
    • Filters

    This information can help you determine whether a component is valuable to users in your organization, or whether it should be deleted.

    Consider the following when viewing this column:

    • This information does not include usage from the API, Report Builder, or Data Warehouse.
    • For some components, this column might not contain data if the component was last used prior to September 2023.
    • This information is available only to system administrators.

    You can use the Data Dictionary along with this information to help you keep track of and better understand how components are being used in your organization.

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