You can add a set of filters to a report, then save them as a filter group that you can share with others (or keep private) and easily apply across your reports. For example, you can create filter groups for a specific product line, store list, or geographic region. Once you create a filter group, you can easily apply it to individual reports or set all reports in a workspace to use a filter group by default.
The following sections provide instructions on how to create, apply, and manage your filter groups.
Creating a filter group
- From any report page, apply the filters you want to include in your filter group. For instructions on applying filters see: Applying filters to your reports.
- Select the filter group icon at the top-right of the screen.
Note: If this menu does not appear, you may need to turn it in settings. For instructions, see Customizing your Retail Analytics workspace. - From the sidebar that appears, select the New Filter Group button.
- Enter a name for your filter group (e.g., Bread products).
- If you want, adjust the filter group access by selecting the Access drop-down menu and choosing one of the following options:
- Private: This filter group will only be visible to you.
- All workspace users: This filter group will be visible to everyone who has access to the workspace.
- Select the Save button.
Your filter group is saved and can be applied to your reports.
Applying a filter groups to an entire workspace
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- If needed, select the All workspaces button to return back to the workspace selection screen.
- Select the workspace to which you want to apply the filter group (e.g., Scintilla Charter).
- From the top-right corner of the screen, select the gear icon.
The Workspace settings window appears. - From the Preset Filter Group drop-down menu, select the filter group you want to apply (e.g., Bread products).
A list of the filters in the group appears for you to review. - Select the Save button.
Your filter group settings are saved and all reports in the workspace will have the selected filter group applied by default.
- If needed, select the All workspaces button to return back to the workspace selection screen.
Applying a filter group to an individual report
- From any report, select the Filter group icon.
- From the list that appears, select the filter you want to apply.
Hint: You can use the filters at the top of the screen to narrow down the list of filters by how they are shared.
Editing or deleting a filter group
- Select the More menu to the right of the filter group you want to manage.
- Select Edit and make your changes or Delete.