Create and Save Filters in Analytics

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Context

You can filter many pages in Analytics using the filter workspace available from the top of each page. In the filter workspace, you can use Basic or Advanced Selectors to create, edit, and view filters to apply to accounts, people, opportunities, or activities. After you create filters, you can save and reuse them throughout Demandbase.

You can also create filters from Database_N.png Database > Account Filter, People Filter, Opportunity Filter, and Activity Filter. See Create and Save Filters

Prerequisites/Preparation

Review the following articles:

Decide on the criteria you want to use to filter your accounts, people, opportunities, or activities.

Steps

  1. From the left navigation bar, go to Analytics2.png Analytics and select the page with the accounts, people, opportunities, or activities to filter.
  2. Click More Filters in the top right corner.
    More_Filters.png
  3. In the More Filters window, use Basic or Advanced Selectors to create your filter.
    For example, use Basic Selectors to create a filter for computer software companies in the United States.
    Filter_Criteria_N.png
  4. Click Save Filter at the bottom left of the More Filters window.
  5. In the Save Filter Set As… window, enter a name and click Save & Apply.
    Save_Filter_Window.png

Next Steps

From the Saved Filters drop-down list, search for and use the filter in any of the Analytics pages with the filter workspace available.

Saved_Filters.png

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