Question about behaviour of filters

Question asked by CCC - 11/3/2014 at 2:44 PM

Answered

I see that there are two ways to setup filter sets

Settings > My Settings > Filter Sets
Settings > Site Settings > General Settings > Import Filters

#1 appears to apply to real-time reports, but not scheduled email reports ("mark as default filter set" is checked)

#2 appears to apply to both

Is that expected behavior?

I would think the desired behavior would be to import everything, and filter the reports - rather then selectively importing.

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Employee Replied

11/3/2014 at 3:04 PM

Employee Post

The Import Filter (2nd option which is a site wide setting) apply the filter set when it import in the logs, so all report ran will have the data excluded. The Filter set it just for a specific report.

CCC Replied

11/4/2014 at 7:20 AM

How do we apply a filter set to the CEO overview report (this is a scheduled email report)?

Employee Replied

11/4/2014 at 8:07 AM

Employee Post Marked As Answer

If you want to apply a filter to the CEO report you have two options. You can go in and edit each report in the CEO report to apply the filter or you can create a new CEO report and apply the filter. If you do create a new CEO report here is a knowledge base article on how to set it up: http://portal.smartertools.com/kb/a2825/re-create-the-default-custom-report-ceo-overview.aspx

CCC Replied

11/4/2014 at 9:33 AM

Thanks for the reply. I'll give that a try.

Is there a way to define a new report at the server level and push that report out to all sites? If not by GUI perhaps by exiting xml files or web services?

Employee Replied

11/5/2014 at 7:22 AM

Employee Post

At this time there is not a way to set up a report and push it out to all other sites. This is a good feature suggestion.

CCC Replied

11/5/2014 at 8:10 AM

Great, consider this a feature request :)

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