Table of contents

This article provides a guide on creating, using, editing, and sharing audience filters in Happeo’s Analytics to gain deeper insights into your user data.

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What is it?

Audience filters are a powerful tool that can be used to filter data in a variety of ways. They allow you to select specific subsets of data based on various criteria, such as organization name, manager, location, etc. This allows you to get a more focused view of your data.

You can use audience filters to compare data across different groups of people. For instance, you can use audience filters to compare the usage patterns of employees in different departments or to compare the performance of different teams.

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Filters and conditions

Filters

The first filter is the audience filter-creation process's primary categorization or grouping mechanism. It determines the overarching group of data to be filtered and analyzed.

  • Cost center
  • Organization name
  • Google OU
    • Okta and Azure users will not see this filter
  • Location
  • Department
  • Manager
  • Title

The role of the second filter (which appears after selecting a condition) is to provide additional granularity to the audience filter, ensuring that the data analyzed is focused on the exact locations of interest, for example. The second filter is dependent on the first filter and the filter condition.

Conditions

The filter condition refines the audience filter by specifying the exact criteria defining the desired data subset. It narrows down the group identified by the first filter based on specific attributes or characteristics.

  • Is or Is not – Is used for text-based conditions (e.g. manager)
  • Contains – Is used for addresses, as these are unstructured information, including what you choose to add as a second filter (e.g. country, state, postal code, street, etc.)
  • Equals, is more than or equal to, is less than or equal to – Is used for numbers, (e.g. searching a Channel with 10-100 members)
  • Is, is before, is after, is between – Is used for dates

Example scenario

A user selects the following filters and filter conditions:

  • First filter: Location – Choosing this filter indicates that they wish to focus on data related to the geographic locations of the organization's employees
  • Filter condition: Contains – This indicates that they want to include only users who work in a specific location
  • Second filter: Amsterdam – This indicates that the user wanted to include only users who work in the specific location of Amsterdam, excluding those from other locations in the organization

How to create a new audience

To find audience filters, you can:

  1. Click on your avatar at the top-right corner of the page and select Analytics
  2. At the top of the page, you’ll find a people icon; next to it is an audience filter
    1. By default, before creating a new audience, the selected audience filter is All users

To create a new audience, you can:

  1. Locate the people icon at the top of the Analytics page and select Create new audience from the drop-down menu
  2. Under the Filter by audience header, click on the dropdown menu titled Select… and choose the criteria that define the audience filter
  3. Once you've selected the filter type, specify the condition that narrows down the audience filter
  4. (Optional): If you want to refine the audience filter further, click on the Add condition button and repeat the process of selecting the filter type and defining the condition
  5. Once you're satisfied with the audience filter’s criteria, click the Save button to name the audience filter. The audience filter will be saved and added to the dropdown menu at the top of the Analytics page. To apply the new audience filter, simply click Apply filter next to the Save button or select it from the dropdown menu 

To start over with the audience filter creation process, click on the X button on the right of the page. Alternatively, you can click on Clear all at the bottom of the audience filter creator or use the Undo and Redo buttons to revert or reapply your changes.

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How to use an audience filter

On the Analytics page, you can click the people icon at the top of the page and click on the audience you want to see data for.

How to edit an audience filter

To edit an audience filter, you can:

  1. Click on the people icon at the top of the Analytics page. In the dropdown menu, select the audience filter you wish to edit
  2. The selected audience filter will be highlighted in grey and light blue on the center-left of the page. Click on the audience filter to open the editing tool
  3. Make any desired modifications to the audience’s filter criteria, including the filter type, condition, and specific values
  4. To edit the audience filter’s name, click the Edit filter button on the highlighted audience filter’s right and change the name there
  5. Review your changes and ensure they accurately reflect your intended adjustments
  6. Click the Save button to apply the changes to the audience filter

How to share an audience filter

To share an audience filter, you can:

  1. Click on the people icon at the top of the Analytics page. In the dropdown menu, select the audience filter you wish to edit
  2. The selected audience filter will be highlighted in grey and light blue on the center-left of the page. Click on the audience filter to open the editing tool
  3. Click Share filter on the right of the audience filter
    1. The filter link will be copied to your clipboard

How to remove an audience filter

To remove an audience filter, you can:

  1. Click on the people icon at the top of the Analytics page. In the dropdown menu, select the audience filter you wish to edit
  2. The selected audience filter will be highlighted in grey and light blue on the center-left of the page. Click on the audience filter to open the editing tool
  3. Click the Edit filter button on the highlighted audience filter’s right
  4. Select Remove and then Remove filter
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