Table of Contents

Setting Your Saved Filters for In-App Reporting

Angie C. Updated by Angie C.

Why do you want to save your filters?

Because there are other members on your team who use CaliberMind, each user may have specific or different needs from the reports. With that in mind, CaliberMind has a search filter setting to use where you can easily configure filters based on your use case for your reporting needs. You can save these for yourself or your organization as a public filter anyone (authorized in the platform) can access. You also have the ability to make one of these Saved Filters as your default view when accessing your dashboard for at ease visibility!

  1. From the Home Page, select the object and enter what you would like to search.

From the CaliberMind Home Page, Select the Object and Input What You Want to Search
  1. Select the item you would like to Search.

Select the CaliberMind Item You Want to Search
  1. Open the Filter icon drawer from any report tab (People, Attribution, Engagement, etc.) selected.
Open the CaliberMind Filter Icon from Any Report Tab Selected
  1. By default, you’ll only see the filters for that tab selected. When creating a Saved Filter, you may want to see all of the filters by clicking on the Eye icon.
Clicking on the Eye Icon Lets You See All CaliberMind Filters
  1. Each section will be collapsed as there are many filters, so to view them, click on the row you'd like to expand.
    To View a Filter, Click on the CaliberMind Row You Want to Expand, Which Are Collapsed Since There Are Many Filters
  2. Set the desired filters for each tab.
Set the Desired Filters for Each CaliberMind Tab
  1. When finished with your desired settings, click the Add button to Save Your Filter.
    Click on the CaliberMind Add Button to Save Your Filter
  2. In the Create Saved Filter modal, you will see the following information:
    1. Name (This is required for you to save and identify your search filter saved)
    2. Public (Check this if you want this filter set to be available for everyone within your organization)
    3. Private (Check this if you want this filter set to only be available to you)
    4. Set as my default? (Check this setting if you want this page to load for you and your users each time you start a new search report)
    Check the CaliberMind Set as My Default Setting to Load This Page for Yond Your Users Each Time You Launch a New Search Report
  3. Now you’ll be able to select this filter anytime you interact with this report to quickly apply your filters!
    Now You Can Interact with This CaliberMind Report and Apply Your Filters Quickly
  4. To apply a filter set now, select the Saved Filter name from the dropdown and click the Apply button.

To Apply A Filter Set, Select the Saved Filter Name from the CaliberMind Dropdown and Click the Apply Button

Deleting Your Saved Filter

  1. To delete a saved filter, select the saved filter desired, and click the Trashcan icon to delete.

To Delete a Saved Filter, Select it and then Click on the CaliberMind Trashcan Icon
  1. You'll get a confirmation prompt to Confirm if this is the correct filter you'd like to delete.

A CaliberMind Confirmation Prompt Will Appear

How did we do?

Object Manager: Campaign Member

Object Mapping: Create a Filter