Overview:
Add contextual filters to a folder to customize its contents, helping you zero-in on what you're looking for more quickly, or allowing you to focus the folder's view before you share with your colleague, your team or another department.
For example, let's say you're setting up a call center for Minneapolis. You can select the Folder filters button within the Minneapolis Center folder and apply a team filter. Now, all of your folder contents will be tailored to reflect this particular team.
Getting started: If you’re not already in a folder, first click on the Insights tab at the top right of the application.
Share a report:
- Click on the Folder filters button.
- The filters panel will appear on the right side of the screen. Select the filters you want applied to this folder.
Note: Your available filters may not match the example shown below.
- As you select filters, you'll see them listed below the folder name (see A below). Once you have finished selecting all the filters you want, click the Save filters button (see B below).
- A popup will appear asking you to confirm your changes. Click the Save button.
What's next?