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Saving and managing Filters

Instead of creating the same Filters repeatedly, use saved Filters to speed up filtering.

Saving a Filter​

Click the Save as icon on the right side of the Filter Ribbon, enter a name, and click Save. Newly saved Filters are Private by default.

The Filter Bar with the Save icon highlighted
Save Filter.

Applying a saved Filter​

Click Add a Filter in the Filter Ribbon, click the Choose a Saved Filter tab, then click the Filter to add it to the Query. All available saved Filters appear in this list, or use the Shared or Private tabs to narrow it.

The saved-filter picker with Choose a Saved Filter, Shared, and Private tabs
Applying a saved Filter.

Merging Filters​

Add all the desired Filters to the Query and click the Merge icon on the right side of the Filter Bar to merge multiple saved Filters that are commonly used together.

The Filter Bar with the merge icon highlighted
The Merge icon.

Enter a name for the merged Filter, then select from the dropdown:

  • Match All: the logical AND operator. Applies all Filters together.
  • Match Any: the logical OR operator. Applies any of the Filter parameters.
  • Match None: the logical NOT operator. Removes the Filter results from the display.

To exclude any Filters from merging, uncheck the boxes next to them, then click Save.

The Merge Filters and save dialog with a name and Match All option
Merge and save Filters.

Updating or copying a saved Filter​

There are two ways to update or copy a saved Filter: from the Data panel with the saved Filter applied, or from the Filters Listing Page.

Data panel​

Click the saved Filter's bubble to update it with the Filter applied, then add, change, or remove nested Filters. After making changes, click the Manage Filter icon in the top-right of the Filter panel, then Save as....

A saved Filter panel with the Manage Filter menu open
Updating a saved Filter.

Choose Overwrite existing to overwrite the saved Filter, or change the name and choose Save as new to create a new saved Filter with the changes.

The Save Filter as dialog with Overwrite existing and Save as new options
Saving changes to a Filter.

Filters Listing Page​

note

The Filters Listing Page is only available on Dataset Queries.

Any User with the Data Wizard role or higher in the Team that owns the Dataset can manage all the saved Filters on that Dataset. Click the Filters icon in the left panel of a Dataset to open the Filters Listing Page.

A Dataset with the Filters icon in the left panel
The Filters icon.

The Filters Listing Page shows all existing Filters and whether each is Shared or Private. Shared Filters are available to anyone with access to the Query and appear with a globe icon; Private Filters are only available to their creator and Super Users and appear with a shielded-person icon.

Click + New to add a Filter. Highlight a Filter and click the ... on the right of its row for the Actions menu.

The Filters Listing Page with a row Actions menu open
The Filter Actions button.

The Actions menu options:

  • Change Owner: change the Filter's owner to a Team or User with access to the Dataset.
  • Change Status: change the Filter between Shared and Private.
  • Delete: delete the Filter. This cannot be undone.
  • Edit: open the Filter edit page.
  • Rename: change the Filter's name.
Also available through the REST API
Everything on this page is built on Informer's public REST API, the same one the product uses, so your scripts and integrations can do it too. Developer reference: Queries.