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 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.

Whether you’re using Backlink Explorer, Research Central or Google Webmaster Tools, the amount of data involved can be difficult to negotiate without breaking it down in to smaller, more useful chunks. Filter Sets have been integrated into Raven to separate the unhelpful data from what is most important to you, based on your own criteria.

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 filters as you like.

You’ll also take away some tips for using and managing your filter sets.

Where to find filter sets

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 Sets Icon

How to create a new filter set

1. Click the Filter Options icon.

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

create-new-filter

 

 

 

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.

FilterSets-FilterDropdowns

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 Any vs. Match All

As you select your filter criteria, the table will automatically update with your choices. If you want to show multiple filter criteria, you can switch your matches from Match All Filters to Match Any Filter. In the below examples, we’ll use the Keywords section of Research Central to demonstrate their difference.

Match All Filters: All criteria must be true for keywords to be included in the filter. In the example below, selecting Match All Filters means only keywords mentioning “SEO” with a mozRank above 3.00 are shown.

FilterSets-MatchAll

Match Any Filters: At least one criteria must be true for keywords to be included in the filter. In the example below, selecting Match Any Filters means keywords that either mention “SEO” or have a mozRank above 3.00 are shown.

FilterSets-MatchAny

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

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.

FilterSets-SaveFilter

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.

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.)

FilterSets-EditFilterDeleting a filter set

Once you’ve saved a filter, you can later delete it by choosing the saved filter from the Filter Options menu and clicking the Delete button once it has been loaded.

Filtering options offer a powerful way to manage data in Raven. Start taking advantage of it today!

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