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Custom Filters

Updated by Vaishnavi

You can save any filter on Enterpret as a Custom Filter to quickly find and re-use it across Dashboards and Feed. If your team frequently creates the same combination of filters, saving it once lets teammates jump-start their queries.

Creating a Custom Filter

In the Feed, Quantify, or Dashboard tab from the left pane, find the query builder and build the filter you want to save.

Click Save As Custom Filter on the bottom-right of the query builder.

Save as Custom Filter action at the bottom right of the query builder.

In the pop-up, add a descriptive name so you and your teammates can find it later.

Save as Custom Filter dialog with a name, filter conditions, description, and Save button.

Click Save. The filter is now available to everyone in your organisation.

Using Custom Filters

Custom Filters created by you and your teammates appear in the query builder and can be used across Dashboards and Feed.

A saved Positive Sentiment custom filter selected in the query builder.

Frequently asked questions

Who can edit a saved Custom Filter?

The creator of a Custom Filter can edit it, after originally saving it. Besides the creator, your organisation's admins on Enterpret can edit all Custom Filters.