Introduction

Saved Filters in CustomerGauge are a powerful feature that allows administrators to create reusable filter sets. These saved filters can then be leveraged across various functionalities within the platform, including Relationship AI, GET API calls, and exports for Close-the-Loop and Non-Responses.






Key Uses of Saved Filters

Saved Filters offer a streamlined approach to data analysis and reporting, enabling consistency and efficiency.

  • Relationship AI Filters: Saved Filters can be configured as Relationship AI Filters, ensuring that Gaugie AI analyzes data subsets relevant to your specific business needs. This allows for more targeted insights and improved suggestions.
  • Filters in GET API Calls: When making GET API calls to retrieve data from CustomerGauge, you can include Saved Filters as a parameter. This eliminates the need to specify multiple individual filter criteria in each API request, simplifying your integrations and reducing potential errors.
  • Close-the-Loop and Non-Responses Exports: For detailed analysis and reporting, Saved Filters can be applied when exporting data related to Close-the-Loop history and Non-Responses. This ensures that your exported data is pre-filtered according to your requirements, saving time on post-export data manipulation.




Creation and Usage Permissions

Feature

Creation Permissions

Usage Permissions

Saved Filters

Admins Only

All User Roles


As indicated in the table above, the creation of Saved Filters is restricted to users with Admin roles. This ensures that filter configurations are standardized and managed centrally. However, once a Saved Filter is created, it becomes available for use by all user roles within CustomerGauge. This broad accessibility allows all team members to benefit from the pre-defined filter sets in their respective tasks.




How to Create a New Saved Filter

To create a Saved Filter:

  1. Navigate to Settings → Saved Filters or click on Manage Saved Filters in the Relationship AI Filters feature in System Admin.

  2. Click on +New Filter button.

  3. Type a descriptive name for your filter.

  4. Click on +Add Filter and choose your desired survey filters.

  5. Click on Save.


Once saved, the filter will appear in the list of available filters for all users across the platform in the aforementioned functionalities.




How to Edit an Existing Saved Filter

1. Navigate to Settings → Saved Filters or click on Manage Saved Filters in the Relationship AI Filters feature in System Admin.

2. Click on ⋮ under Actions and then Edit.

3. Make all the changes you would like to and click on Save.


IMPORTANT: When editing a filter, the filter reference will not change. Please, be aware that the filter changes are applied instantly to all API calls and the Relationship AI using the updated filters.