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You can add a set of filters to a report, then save them as a filter group that you can share with others (or keep private) and easily apply across your reports. For example, you can create filter groups for a specific product line, store list, or geographic region. Once you create a filter group, you can easily apply it to individual reports or set all reports in a workspace to use a filter group by default. The following sections provide instructions on how to create, apply, and manage your filter groups. Creating a filter group
  • From any report page, apply the filters you want to include in your filter group. For instructions on applying filters see: Applying filters to your reports.
  • Select the filter group icon at the top-right of the screen.
    filter_groups_004.png
    Note: If this menu does not appear, you may need to turn it in settings. For instructions, see Customizing your Retail Analytics workspace.
  • From the sidebar that appears, select the New Filter Group button.\ Filter_groups_003.png
  • Enter a name for your filter group (e.g., Bread products).\ Filter_groups_005.png
  • If you want, adjust the filter group access by selecting the Access drop-down menu and choosing one of the following options:\ Filter_groups_006.png
    • **Private: **This filter group will only be visible to you.
    • **All workspace users: **This filter group will be visible to everyone who has access to the workspace.
  • Select the Save button.
    Filter_groups_007.png
    Your filter group is saved and can be applied to your reports. Applying a filter groups to an entire workspace
  • If needed, select the All workspaces button to return back to the workspace selection screen.\ Filter_groups_014.png
  • Select the workspace to which you want to apply the filter group (e.g., Scintilla Charter).\ Filtering_reports_010.png
  • From the top-right corner of the screen, select the gear icon.
    Filter_groups_011.png
    The Workspace settings window appears.
  • From the Preset Filter Group drop-down menu, select the filter group you want to apply (e.g., Bread products).
    Filter_groups_012.png
    A list of the filters in the group appears for you to review.
  • Select the Save button.
    Filter_groups_013.png
    Your filter group settings are saved and all reports in the workspace will have the selected filter group applied by default.
Applying a filter group to an individual report
  • From any report, select the Filter group icon.\ filter_groups_004.png
  • From the list that appears, select the filter you want to apply.
    Hint:** **You can use the filters at the top of the screen to narrow down the list of filters by how they are shared.\     Filter_groups_008.png Editing or deleting a filter group
  • Select the More menu to the right of the filter group you want to manage.
  • Select Edit and make your changes or Delete.\ Filter_groups_009.png