The advanced filters option allows you to create reports with results that are specific to your business. This tool offers flexibility and precision, allowing you to generate results tailored to your unique requirements.

You can use the advanced filters within the filters section on top of your dashboard: 

There are two ways you can work with advanced filters:

• In the edit mode, which lets you save a dashboard with the edits you made via the advanced option, you can get back to your most wanted data anytime without the need to apply filters every time.
• In the view mode (the default mode), which lets you apply filters quickly and check your results on the go. Depending on the filter and individual settings, you may need to switch the filter to advanced mode.  

Edit mode

To go to edit mode, copy an existing dashboard and save it into your personal or group folder. Then, within that copied dashboard, you can select the Edit dashboard option from the options menu (three dots icon).

The banner indicates you’re in edit mode.

Now you can start working on your custom filter. Let's take the Message name filter as an example.

1. Click on the three dots icon and choose Edit. 
   
2. A popup will appear. You can see the advanced filter under Configure Default Value.
   
3. Here, you can configure the default value for the filter. You also have additional options, like changing the title of the filter. 
4. Choose an operator from a drop-down list. You'll find out more about how those operators work at the end of this article. Then type in the message name (or its part) that you want to see results for.
   
5. If you want to see data only for messages containing the word "welcome" on your dashboard, the filter should look like this:
   
6. You can add more filter values by clicking the “+” button to create an “OR” condition. 
   
7. When you’re satisfied with your custom filter, click Update.
   
8. Update your dashboard to apply the custom filter and see your results.
   
9. To make the changes permanent, hit the Save button in the upper right corner.
    

You can return to this dashboard whenever you need to, and your custom filter will be there. 

Similarly, you can create a copy of the dashboard with a custom tags filter (where available) to easily access reports only for campaigns tagged with a keyword or a custom date filter to access reports within a specific time range.

Here is a quick tutorial on how it works.

View mode

If you don't need a dashboard with a permanent advanced filter, you can still apply it for viewing purposes.

1. Make sure your filter is set to advanced. Click on the filter's field to find out:
   
2. If it is an advanced filter, you'll see an expandable list of operators.
   
3. If you don't see the list, you can still set the filter to advanced. To do so, you need to activate the edit mode. When in edit mode, click on the three dots icon next to the filter and hit Edit.
   
   
4. Then from the Control list, choose Advanced. This feature may not be available for every filter or dashboard.
   
5. Click the Update button.
6. Now you'll be able to customize your filter in the view mode.
7. Click on the filter's text field and expand the operators' list. Choose one operator.
   
8. Type in a message name (or its part) that you want to see results for.
   
9. You can add more filter values by clicking the “+” button to create an “OR” condition.
   
10. Click the button to apply the new filters' settings to the dashboard
11. Your results will be visible on the dashboard, but if you refresh the page (on the browser level) or leave the dashboard, you'll lose your custom filter.

Learn how to change default filters in Insights in this quick tutorial.

How to bind a new filter to the time filter

Here's how to bind a new filter to the time filter so that the options are limited:

1. Ensure you are working on an editable copy of the dashboard that you have copied into your personal or group folder.
2. If you haven't done so already, create your new filter.
   
3. Click on the three dots icon in the upper right corner of the page and choose Edit dashboard.
4. Go to the Time filter, click on the three dots icon next to it, and choose Edit.
   
5. You'll see a popup window. Expand the Additional options list.
   
6. You can see that the Tag and Message name filters are already tied to the Time filter. Expand the list of filters. You'll see your new filter (in this case Program name) at the bottom of it. Check the box next to your new filter.
   
7. Click the Update button.
8. Update the dashboard to see your results. 
   
9. Optional: you can change the title of the dashboard for clarity. 
10. Finally, to make your changes permanent, click the Save button. 
    

Programs only use case

A client wants to see data only for specific programs that were active in a specific time frame (the previous month) so that they don't have to adjust the filter every time they need that data. To achieve this, you need to create a Program name filter add it to your dashboard, and then link it to the time filter in a particular order.

How to do it:

1. Ensure you are working on an editable copy of the dashboard that you have copied into your personal or group folder.
2. Click on the three dots icon in the upper right corner of the page and choose Edit dashboard.
   
3. First, create the Program name filter. Click on the Filters button and select Add Filter.
   
4. You'll see a popup. From the list, select Program name. 
   
5. In the Additional options list, check the bock to select filters to update when this filter changes and add the Message name filter. This will result in updating the Message name filter list whenever you make changes to the Programs name. Click the Add button.
   
6. Your new filter will appear in the Filters section.
   
7. Now go to the Time filter, click the three dots icon, and select Edit.
   
8. In the popup window, expand the Advanced options and add the Program name filter.
   
9. Click Update.
10. You'll notice that a link icon appeared next to the Program name filter, indicating that it is now connected to the Time filter.
    
11. Click the Save button to make your changes permanent.

Custom filter dashboard use case

A client wants to create an email channel report which:

• has the journey type set to Campaign by default
• excludes all mailings containing "Autoresponders" using the Message name filter

without the need to change filter settings every time they view the dashboard.

How to do it:

1. Ensure you are working on an editable copy of the email channel dashboard that you have copied into your personal or group folder.
2. Click on the three dots icon in the upper right corner of the page and choose Edit dashboard.
   
3. Go to the Journey type filter, click on the three dots icon next to it, and choose Edit.
   
4. You'll see a popup window. Check the box next to the Campaign under the Configure Default Value and click the Update button.
   
5. Now go to the Message name filter, click on the three dots icon next to it, and choose Edit.
   
6. You'll see a popup window. Type in "Autoresponder" in the text field under the Configure Default Value, then from the drop-down list of operators, choose doesn’t contain. Keep in mind that this functionality is case-sensitive, so it makes a difference, whether you type in "Autoresponder" or "autoresponder". Click the Update button.
   
7. Update the dashboard to see your results.
   
8. Optional: you can change the title of the dashboard for clarity. 
9. Finally, to make your changes permanent, click the Save button. The dashboard with your custom filter settings will be available whenever you need it!
   

Filter operators

Filter operators are an advanced way to filter queries. This list describes how to use them.

Remember to use the correct capitalization as it is case-sensitive and can affect the results.

Operator	Example	Description	Special character operator
is		is equal to "welcome", exactly (not WELCOME) you can type in multiple names	welcome
contains		matches "welcome" and "swell" (but also "wellingtons")	%welcome%
starts with		starts with "sal", matches "sales" and "sale" but not "presale" or "sale now"	%sal
ends with		ends with "sal", matches "sal" and "universal" but not "sale"	sal%
is blank		string is empty (has zero characters) or is null (no value)	empty
is null		value is null	null
is not		is not equal to "sale" (is any value except "sale")	-sale
doesn't contain		doesn't contain "sal", does not match "sale" or "salamander"	-%sal%
doesn’t start with		doesn't start with "sal", does not match "sale" or "sales"	-sal%
doesn't end with		doesn't end with "sal", does not match "universal"	-%sal
is not blank		string is not empty (has at least one character)	-empty
is not null		value of column is not null	-null
matches (advanced)		you can type in an expression using special characters

You can use a combination of the operators, to filter down the results even more. For example:

Warning: Using the "matches a user attribute" operator is not recommended.