How to Save a Filter in Signals
Any time you build a filter set in Signals (or in Conversation Explorer), you’ll see the option to Save and Apply or simply Apply those filters. Saved filters allow you to easily find and apply the same filter set at any time in the future.
You’ll also be able to apply your saved filters from either Conversation Explorer or Signals, meaning you can create a saved filter in Signals, and it will be available to you for filtering in Conversation Explorer (and vice versa).
After building your filter set, select either Save and Apply (to save the filter and apply it to the page) or Apply (to apply the filter to the page without saving it).
If you selected Save and Apply, you’ll have the option to name your filter and choose visibility settings: visible to Only Me or My Organization.
💡 Note that if a shared filter is visible to My Organization, these will still honor hierarchy access. This means that if another user has more limited hierarchy access than the shared filter has included, that user will only see the portion of search results to which they have access.
If you select Apply, the filter will be applied to the page. In this case, you won't be prompted to name the filter or choose visibility settings.
Find and Edit Saved Filters in Signals
Find Saved Filters
You can find your saved filters by clicking the Down Arrow on the right side of the Filter button at the top of Signals. Saved filters are organized into My Filters (for those with Only Me visibility), and Shared Filters (for those with My Organization visibility). These saved filters will also be available to you in Conversation Explorer.
Edit Saved Filters
When making changes to an existing saved filter, you have the option to either Save and Apply (to update the saved filter and apply it), or Save as New (to save your changes as an entirely new filter).
Pin a Saved Filter to a Signals Dashboard
You have the ability to pin a saved filter to a custom Signals dashboard. To do so, click the Pin Icon to the right of the filter bar.
Keep in mind the following permission details when pinning a filter to a dashboard:
You can only pin filters to custom dashboards; this does not apply to standard Signals dashboards.
Only the owner of a custom dashboard can pin a filter to that dashboard.
You can only pin a shared filter. to a shared dashboard. In other words, you cannot pin a filter that is only visible to you to a shared dashboard.
Other users who have access to view the dashboard will see that the pinned filter is applied to the dashboard. The viewer will not be able to remove or edit the pinned filter.
Filtering between Signals & Conversation Explorer
When you apply filters in Conversation Explorer, and then go to Signals for reporting, whatever filters you’ve most recently applied in Conversation Explorer will be available to you in Signals.
This allows you to easily go from a more granular Conversation Explorer search to high-level data insights and trends in Signals, and back again. You need only hit Apply to see those same filters applied in Signals. You’ll see a message prompting you to hit apply.
This is also true in reverse: when you go from Signals to Conversation Explorer, your recently applied filters will follow you. Again, you need only hit apply.
You’ll also notice that any saved filters you create in Signals will be available to you in Conversation Explorer, and vice versa.
ℹ️ Learn more about Signals and Conversation Explorer