Filter Management

 

Efficient filter monitoring involves both ensuring you have the filters you need and deleting those you don’t need. This keeps your filters list concise so Pulse users can easily find and use the right filters.

Note:  You can easily manage large numbers of filters using the bulk_filters API. For more details, see Bulk Filters API at https://developer.conviva.com.

Click on the Settings icon and select Filter Management.

The Filter Management screen categorically displays all the filters. You can change the order in which they appear by clicking on any of the column headings. 

For example:

Sort by Created On to see filters based on the day it was created.

The example below shows filters sorted by the filter creation date.

The left category menu lists the different categories. You can sort the filters based on the categories.

Select any filter on the left panel to sort the filter data.

In this example, the data is sorted based on the Country.

Creating Filters

You can create a filter from the Filter Management screen.

Click New Filter Icon, to see the Create Filter page.

For more information on filter creation, see Creating and Cloning Filters.

Editing Filters

Before editing a filter, ensure you understand the potential impact of your changes.

Changing a filter's name or category does not impact the collected data. However, any other modifications will alter how data is collected in the future.

For example, if you remove the flag for Top Rising Content, you will no longer be able to use those filters on that dashboard.

To edit a filter:

  1. In the filter Management screen, click the kebab icon next to the desired filter and select Edit from the drop-down.

  2. Edit the filter as required and click Save. Edit Filter page automatically populates with the values from the filter you selected.

Searching for Filters

You can search for a filter by  Name, Creation Date, Created On, or Created Byfields. 

  1. Type a search term in the search box and press Enter. In this example, we search for the term "New Zealand":

 

Cloning Filters

You can clone a filter, and save the filter in a different name.

  1. In the filter Management screen, click the kebab icon next to the desired filter and select Clone from the drop-down.

  2. Clone Filter screen is displayed. Edit the details as required and click Save. Clone Filter page automatically populates with the values from the filter you selected.

Deleting Filters

You can delete a filter to streamline your list of filters.

Note: You cannot delete a filter that is associated with a Conviva object (alert or daily email). If you need to delete this type of filter, you must delete the objects that refer to it. 

  1. In the filter Management screen, click the kebab icon next to the desired filter and select Delete from the drop-down.

  2. Click OK to confirm the deletion.

Managing Filters Deleting Filters Managing Filters Managing Filters