Adding filter groups – Crisp Knowledge Base

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

1. If needed, select the All workspaces button to return back to the workspace selection screen.
2. Select the workspace to which you want to apply the filter group (e.g., Scintilla Charter).
3. From the top-right corner of the screen, select the gear icon.
  
  The Workspace settings window appears.
4. 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.
5. 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.

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.