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  • Qualtrics Platform
    Qualtrics Platform
  • Customer Journey Optimizer
    Customer Journey Optimizer
  • XM Discover
    XM Discover
  • Qualtrics Social Connect
    Qualtrics Social Connect

Saved Segmentations (QSC)


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About Saved Segmentations

Saved segmentations are filters that you create to reuse in insights reports and on charts. This helps you save time by only requiring you to create the filter once. After saving the segmentation, you can easily reuse it in your reports.

Creating a Saved Segmentation

  1. Click the user icon in the top right corner and select Account settings.navigating to the saved segmentations section of insights in account settings
  2. Navigate to the Saved segmentations section of Insights.
  3. Click Add saved segmentation.
  4. Give your segmentation a name so you can identify it later.giving the segmentation a name and choosing filters
  5. Choose a label for the filter you want to apply to the segmentation.
  6. In the Filter box, build your filter. See Filtering in Social Connect for more information.
  7. You can add multiple filters to your segmentation. Click Add to use additional filters.
  8. When finished, click the blue Add button.

Managing Saved Segmentations

After creating your segmentations, you can edit or delete them as needed. Click the gear icon to edit the segmentation, or the trash can icon to delete it. the gear and trash icons for managing segmentations

Using Saved Segmentations

You can use your saved segmentations on an Insights report and when building a chart.

Insights report

While displaying data in an Insights report, you can use the Compare option to compare by your saved segmentations. clicking the compare option on an insights report to filter by segmentation

Chart Builder

While building a chart, you can select your saved segmentations to apply to the chart. choosing a segmentation option when creating a chart