Understanding Filters

  • Updated

In addition to being able to filter many pages throughout Demandbase through the filter fields at the top of a page, Demandbase also offers the option to create and save filters. Saved Filters are a great companion to Selectors. They are reusable snippets of search criteria that allow you to refine your target account, people, and opportunity lists on-the-fly or to uncover subsets of audiences (segments) or activities that you commonly need to see. Saved filters can be combined with other filters or criteria to use with Selectors, Analytics, JourneysSegments, and Personalization.

There are three sections of a Filter: List, Selector, and Details.

  • List - Provides details about the members of the filter. You can edit which columns you want to see here by clicking Edit Columns and you can also export the list to CSV by clicking Export.

  • Selector - Use the Selector tab to find specific People, Accounts, Opportunities, and Activities. Click here learn more about Selectors.

  • Details- Provides an overview of key metadata about the filter including:

    • Name - Name of the filter. If you want to change the name of an existing filter, you can always come back here to make the change.
    • Description - Add a description to give more details about the filter. If you want to change the description of an existing filter, you can always come back here to make the change.
    • Public - Make the filter visible to others within your organization.
    • Member Type - Type of results the filter will return (for example,  Person, Account, Opportunity, or Activity).
    • Owned By- Who the filter is owned by.
    • Created By - Who the filter was created by.
    • Created Date- When the filter was created.
    • Last Modified By- Who was the last person to update the filter.
    • Last Modified Date- When the filter was last updated.

See Create Filters.

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