This guide explains how to create, manage, share, and apply Filter Sets within the platform.
Filter Sets help users save time by reusing complex combinations of filters across multiple areas without recreating them each time.
Key Product Benefits
Reuse Filters Efficiently
Save curated filter combinations once and reuse them across the platform, eliminating repetitive setup.
Centralized Filter Management
Create, view, and manage all your saved Filter Sets from a single management page.
Multiple Actions Made Easy
Edit, duplicate, share, or apply Filter Sets to mention streams directly from the management page.
Preview Before Applying
Instantly preview a Filter Set before applying it to ensure it matches your intended criteria.
Feature Overview
A Filter Set is a group of multiple filters available within the Advanced Filters popup.
Instead of repeatedly setting up individual filters, you can save a combination once and apply it across different platform locations.
Where Filter Sets Can Be Applied
Create/Edit Mention Streams
Temporary Filters (Normal & List View)
Mention Stream Reports
CER/DER
All Filter Sets can be accessed and managed from:
Organisation Settings → Filter Sets Tab
Creating a Filter Set
You can create a Filter Set from two locations.
From the Management Page
Click on your Initials at the top left of the page, Navigate to Organisation Settings → Filter Sets.
Click New Filter Set.
The Advanced Filters popup will appear.
Configure your filters as desired and click Save to store your new Filter Set.
From the Advanced Filters Popup
Go to any section where advanced filters can be applied.
Set up your filters as usual.
Open the Filter Sets tab within the popup.
Click Create Filter Set (bottom left corner).
Enter a name for your Filter Set and click Save.
This method is ideal for converting pre-existing filters from mention streams into reusable Filter Sets.
Managing Filter Sets
Once created, all Filter Sets can be managed through the Filter Sets Management Page.
Use the three-dot menu (⋮) beside each Filter Set to perform actions.
Available Actions
Create New Filter Set
Add a new Filter Set directly from the management page.
Edit
Modify existing Filter Sets. Updates automatically reflect wherever the Filter Set is used.
Share
Share Filter Sets with other users in your organisation or team.
Edit Permission: The recipient can modify the Filter Set; changes affect all users and locations using it.
View Permission: The recipient can apply but not edit the Filter Set. Any owner updates will automatically sync.
Duplicate
Create a personal copy of a Filter Set—useful for modifying shared (view-only) sets without affecting the original.
Apply to Mention Streams
Instantly apply a Filter Set to a mention stream using the dropdown available in each row.
Delete
Remove unwanted Filter Sets.
Note: You cannot delete Filter Sets that are currently shared or used in mention streams.
Sort & Search
Sort by Name or Group Name, or use the search bar to locate Filter Sets quickly.
Applying a Filter Set
Filter Sets can be applied at any supported location using the Advanced Filters Popup.
Steps to Apply
Open the Advanced Filters Popup at your chosen location.
Navigate to the Filter Sets tab at the bottom.
Use the dropdown to view all available Filter Sets.
Select one to preview its contents.
Click Apply Filter Set to apply it.
Click Confirm to finalize and activate it.
Important Notes
Only one Filter Set can be active at a time.
When a Filter Set is applied:
The Advanced Filter popup becomes read-only to prevent conflicting manual edits.
Normal filters cannot be combined with Filter Sets (except Date Range filters).
To remove a Filter Set:
Use Clear All Filters or select Delete Filter Set within the Filter Sets tab.