Did you know? How to use filter sets in Raven

How To

Did you know? How to use filter sets in Raven

Filter sets are such a handy dandy feature for Raven’s data-rich tools. These shortcuts make it easy for you to refine records and pull from lists of data just the information you’re looking for.

Once a filter set has been set up, you’ll be able to access the data you need with an easy click of a button. And you can set up as many as you like.

In this post, we’ll talk about where you can access and create filter sets for easier access to the data you’re looking for. You’ll also learn some tips for using and managing your filter sets.

Where to find filter sets

Filter sets are available in a number of Raven tools: Keyword Manager, Site Auditor, Google Webmaster Tools, Link Manager, Top Searches and more. To find out whether they’re available in the tool you’re in, look for this icon, typically located in the upper right corner of the table.

filter-options-icon

How to create a new filter set

1. Click the Filter Options icon.

2. From the drop-down menu choose Create New Filter.

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3. Choose from the different options provided. You can create lots of different filters sets depending on your needs. In the example below, we are using filter sets in Link Manager and we have selected Link Status and Queued.

filter-options-example

Tip: Filter sets can be particularly helpful when used to monitor user activity. Admins and/or account owners can set up filters to view how many link records have been created by a particular user In Link Manager, or how many CRM tasks have been completed (or not).

4. Decide if you would like to Match All Filters or Match Any Filters. Here’s the difference between them:

Match All Filters: All criteria must be true for records to be included in the filter.

Match Any Filters: At least one criteria must be true for records to be included in the filter.

5. Click the Save button to save this filter for future use.

save-filter-set

 

 

 

 

6. Assign a name for your filter.

7. Set the permissions for your filter. Here are your options:

Global filter: All users can use this filter.

Profile-only filter: All users with access to the Profile you’re in can use this filter.

Private filter: Only you can use this filter.

name-filter-set

That’s it! Once the filter set is saved, you’ll be able to access it by clicking the Filter Options icon and selecting your filter from the drop-down menu.

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Editing a filter set

If you ever need to make changes to a filter set you created, you can do so as follows:

1. Click the Filter Options icon.

2. From the drop-down menu, select the filter set you would like to edit.

3. Make your changes.

4. Click the Save button.

(To change either the name of the filter set or its permissions, just click the Edit button.)

edit-filter-set

 

 

 

 

 

 

Deleting a filter set

It’s easy to remove a filter set if you don’t need it anymore. Here’s how:

1. Click the Filter Options icon.

2. From the drop-down menu, select the filter set you want to delete.

3. Click the Delete button.

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4. A pop-up window will display. Confirm that you want to delete that filter set and it’s gone.

Creating reports with filter set data

Another time-saving option of filter sets is the ability to generate a report based on the filter set you created. A report can be generated from the application itself, by clicking the Save to PDF options from the gear icon drop-down menu. The system will generate a report with the data displayed.

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In some cases, you can also use the Report Wizard to add specific filter set data to a particular report.

For instance, in Keyword Manager we created a filter to only show keywords that contain the word “SEO.”

In the Report Wizard we can choose that filter set from the drop-down menu within the Keyword Manager reporting module.

reporting-filter-sets

As you can see, filter sets offer lots of flexibility and power to Raven customers. Start taking advantage of them now!

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