Create and Save Filters

Filters help refine your data using selector criteria, making it easier to analyze accounts, people, opportunities, or activities. You can use filters to quickly narrow lists, uncover key segments, and reuse commonly applied criteria across Demandbase.

For example, you might filter accounts by industry, region, or company size to view different segments without recreating lists.

Filters can be created and used across multiple areas of Demandbase, including Analytics, Database, Selectors, Segments, Journey Stages, and Reports.

Where You Can Create Filters

You can create filters in the following areas:

• Analytics
  • Dashboard
  • Engagement
  • Engagement > Site Analytics
  • Journeys
  • Journeys > Volume
  • Journeys > Velocity
  • Journeys > Conversion
  • Accounts
  • People
  • Opportunities
  • Program Impact
• Database:
  • Account Filters
  • Person Filters
  • Opportunity Filters
  • Activity Filters

Prerequisites

Read:

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

Create and Save 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.
   
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 creator of the filter and any Demandbase 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 meet the selector criteria.
6. Click Save.