Question about behaviour of filters
Question asked by CCC - November 3, 2014 at 2:44 PM
Answered
I see that there are two ways to setup filter sets
 
  1. Settings > My Settings > Filter Sets
  2. 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.
 

3 Replies

Reply to Thread
0
Employee Replied
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.
0
Employee Replied
Employee Post
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
0
Employee Replied
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.

Reply to Thread