> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gocrisp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding filter groups

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](/docs/support/articles-Applying-filters).

* Select the filter group icon at the top-right of the screen.\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/filter_groups_004.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=960075e62022df325a31f26bf3d5676d" alt="filter_groups_004.png" width="324" height="206" data-path="docs/support/images/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](/hc/en-us/articles/31317306617239).

* From the sidebar that appears, select the **New Filter Group** button.\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Filter_groups_003.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=117f8a784f9342fa17034f310147f669" alt="Filter_groups_003.png" width="690" height="306" data-path="docs/support/images/Filter_groups_003.png" />

* Enter a name for your filter group (e.g., Bread products).\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Filter_groups_005.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=0ff466463de0f4714193b11f64309b94" alt="Filter_groups_005.png" width="634" height="292" data-path="docs/support/images/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:\\

  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Filter_groups_006.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=38a8dd7ca65662be8e245737c5844326" alt="Filter_groups_006.png" width="360" height="436" data-path="docs/support/images/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.\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Filter_groups_007.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=8b8f9172f598d699a49523c260e4b249" alt="Filter_groups_007.png" width="580" height="144" data-path="docs/support/images/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.\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Filter_groups_014.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=654534a7dcba402b47b728e9786ab002" alt="Filter_groups_014.png" width="1154" height="476" data-path="docs/support/images/Filter_groups_014.png" />

* Select the workspace to which you want to apply the filter group (e.g., Scintilla Charter).\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Filtering_reports_010.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=05b443e58c469700733190509fdce1b3" alt="Filtering_reports_010.png" width="720" height="399" data-path="docs/support/images/Filtering_reports_010.png" />

* From the top-right corner of the screen, select the gear icon.\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Filter_groups_011.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=69185483a2cbb3e361407c8486d63566" alt="Filter_groups_011.png" width="1766" height="690" data-path="docs/support/images/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**).\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Filter_groups_012.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=67b478843470be56c0f0c559b73a14e3" alt="Filter_groups_012.png" width="1218" height="736" data-path="docs/support/images/Filter_groups_012.png" />\
  A list of the filters in the group appears for you to review.

* Select the **Save** button.\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Filter_groups_013.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=5f92212071db97070e763f7a275b666f" alt="Filter_groups_013.png" width="1238" height="258" data-path="docs/support/images/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.\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/filter_groups_004.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=960075e62022df325a31f26bf3d5676d" alt="filter_groups_004.png" width="324" height="206" data-path="docs/support/images/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.\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Filter_groups_008.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=b408c38fcef9507fa4e3e5a5522ffd98" alt="Filter_groups_008.png" width="844" height="470" data-path="docs/support/images/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**.\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Filter_groups_009.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=461174caca6de76ed137d2c0d331fed1" alt="Filter_groups_009.png" width="822" height="344" data-path="docs/support/images/Filter_groups_009.png" />
