Introduction
Global filters in Revlitix help you streamline your reporting process by applying specific conditions across multiple reports and widgets. Follow the steps below to set up a global filter and manage it in your reports for easier data analysis.
Steps for Setting Up a Global Filter
Step 1: Open a Report
Begin by opening the report in which you want to apply a global filter.
Step 2: Access the Actions Menu
Click on the Actions button to reveal a drop-down menu.
Step 3: View Filters
From the drop-down, click on View Filters.
Step 4: Add a New Filter
Click on the Add New Filter option.
Step 5: Define Filter Conditions
Set the conditions you want to apply for your filter.
Step 6: Save the Filter
Once you've defined the conditions, click on Save.
Step 7: Access the Global Filters
The filter you've created will now be available under Global Filters.
Step 8: Manage Filters in Widgets
To access these filters in different widgets, go to the Manage Filter option within the widget.
Alternative Way to Set Up a Global Filter
Step 1: Open a Report
Navigate to the report where you want to apply a filter.
Step 2: Use Select Filter in a Widget
In any widget, click on Select Filter.
Step 3: Manage Filters
Click on Manage Filter.
Step 4: Add Filters
From here, click on Add Filters.
Step 5: Enter Filter Conditions
Input the conditions for your new filter.
Step 6: Save in Filter Library
Click on Save in Filter Library to store your filter for future use.
Step 7: Finalize the Filter
Click on Save to complete the setup.
Conclusion
Global filters can greatly simplify your reporting workflows by letting you apply consistent filtering conditions across reports and widgets.
Note*
Keep in mind that these filters are available only through the reports related to the channel and object they were created for.
For example, if you create a global filter for LinkedIn Ads and the object is a campaign, this filter will be applicable only in widgets related to campaigns within LinkedIn Ads.