Create Filters

Filters help you refine data using selector criteria to focus on specific accounts, people, opportunities, or activities. You can use filters to narrow your data, identify key segments, and reuse criteria across Demandbase.

For example, you can filter accounts by industry, region, or company size to analyze different segments without creating separate lists.

Prerequisites to Create Filters

Review:

• Working with Selectors
• Operators in Selectors
• Identify Accounts, People, Opportunities, and Activities Using Basic Selectors

Create a Filter in Analytics

1. From the left navigation bar, go to Analytics.
2. Click top right More Filters.
   
3. Use Basic or Advanced selectors to define criteria.
   Tip: Click the refresh icon to see the number of records that match the selector criteria.
   
4. Click Save Filter.
5. Enter a name for the filter set.
6. Click Save & Apply.
   

Create and Save a Filter in Database

1. From the left navigation bar, go to Database > [Object] Filters.
2. Click Create New.
3. In the Create a new filter window, enter the following:
   • Name: Enter a name for the filter.
   • Visibility: Select who can view the filter.
     • Public: Visible to everyone in your company.
     • Private: Visible only to the filter creator and users with Admin permissions.
4. Click Create Filter.
5. Use Basic or Advanced selectors to define criteria.
   Tip: Click the refresh icon to see the number of records that match the selector criteria.
6. Click Save.