Share filters

Last update: 2024-10-01
  • Topics:
  • Filters
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  • Created for:
  • User

In the Filter manager, you can share filters. Depending on your permissions, you can share filters with your whole organization, groups, or individual users:

  • Administrators: Administrators can share filters with the whole organization, with groups within an organization, and with individual users. See the Admin Console documentation for more information.
  • Non-administrators: Non-administrators can only share the filters they have created and only with individual users. |

To share one or more filters:

  1. In the Filter manager, select one or more of the filters you want to share.

  2. From the action bar, select Share Share.

  3. In the Share Filters dialog:

    Share Filters dialog

    1. (optionally) use Search to Search individuals or groups for and limit the list of groups or individuals you want to share the filter with.

    2. Select one or more options from the Organization or Groups section or search for and select one or more individuals. What options are available depends on your role.

    3. Select Save to share the filters. Select Cancel to cancel.

Best practices

Below are some best practices when you should share filters and with whom you should share filters.

  • As an administrator, only share a filter with All if you are convinced anyone in your organization is comfortable using the filters. You can also consider favoring these filters. See Mark a filter as favorite for more information.

  • As an administrator, share a filter with a specific gorpu if that filter provides business value for the users part of that group

  • As an administrator or an individual user, share a filter with one or more individuals to validate a filter. If the filters do not prove to be useful, you can delete the filter.

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