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Saving Filters in Dashboards

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About Saving Filters in Dashboards

Filtering (CX|EX) is a great way to narrow the results shown in your dashboard, gaining new insights to how different demographics have responded to your survey, and to see how different variables are related. Sometimes, the filters we build are complicated by necessity, and we will want to reuse them later. You can save the filters in your dashboard, so that you don’t need to rebuild them from scratch every time.

Filters can be saved even by users who do not have editing power over the dashboard. Saved filters only appear to the user who has created them, so the list of saved filters will never get crowded with content irrelevant to a user.

Saving New Filters

Qtip: You can add up to 20 filters on your dashboard.

First, build out your filter (CX|EX). Then, click the Filters dropdown and select Save As.

Saved filters dropdown with Save As selected

In the next window, fill in the name you want to give this filter. Then click Save.

Filter naming window

Selecting Saved Filters

Once you’ve created a filter, click the Filters dropdown and select it from your list of saved filters to reuse it. Use this same dropdown and re-click a filter to deselect it.

List of existing filters under the dropdown

Saved filters will appear on other pages with filters enabled. If they are grayed out, it means the parameters needed to use that filter don’t exist on the page.

Example: On page 1 of your dashboard, you can filter by employment and marital status, so you saved a filter that isolates divorced people who are unemployed. Page 2 of your dashboard lets you filter by marital status, but not employment status. The unemployed divorcees filter would be grayed out.

Filters are listed in alphabetical order by name. You can only select one saved filter at a time.

Saving Changes to Filters

Sometimes you may want to modify an existing filter. To do so, select it from the Filters dropdown. Then make the desired changes to the filter.

Save option under dropdown

Qtip: If you want to create a new, additional filter, choose Save As instead.

Managing Saved Filters

Selecting Manage Saved Filters allows you to rename your existing filters, or delete them.

Manage Filters option

The following window will show each of your filters by name. Click a filter to expand it and see the fields involved. Use the dots in the upper-right to delete or rename the filter.

Manage Filters window

Click Save to save these changes.