Tired of reapplying the same filters every time you log into Discover?
Now you can save filter configurations and reuse them with just a click — saving time, improving consistency, and streamlining how you work.

🎯 Why Use Saved Filters?

With Saved Filters, you can:

• Save time by avoiding repetitive filter setups
• Create reusable filters for specific brands, teams, campaigns, or regions
• Maintain consistency across workflows
• Easily collaborate with teammates by sharing your configurations

🚀 How It Works

1. Apply the Filters You Want

• In Discover, apply your desired filters (e.g., brand, region, channel type, etc.)
• Optionally include a date range

2. Click “Save Filters”

• Give your configuration a name
• Choose whether to include the date range
  • Dynamic (default): Filters will always show the current month
  • Static: Keeps the selected date range fixed
• Select visibility:
  • Private: Only you can see and use the saved filter
  • Global: Everyone in your tenant can access it (Note: Global filters can be edited by any manager in the tenant)

3. Click Save

• Your saved filter will appear in the new dropdown menu on the left side of the feed
• From here, you can load any saved configuration in one click. 

🧩 Managing Saved Filters

• Edit or Delete: Click the three-dot menu next to any saved filter to rename, delete, or update visibility
• Modify & Save: If you apply a saved filter and make changes, you’ll see a notice that you're viewing a modified version
• Click “Save” to update the existing one
• Or click “Create as new” to save your changes under a new name

📌 Good to Know

• Saved filters are specific to the feed type (online, print, or social)
• You can access the Save Filters dropdown directly from the top-left of the feed results page
• Private filters are only visible to you; global filters are available to everyone in your workspace

✅ Use Cases

• Brand Managers: Save filters by brand and region
• Agencies: Use global filters across multiple clients
• Campaign Teams: Save filters per campaign for cleaner performance tracking
• Regional Teams: Filter placements by geography and language

🔎 Saved Filters vs Tags

What saved filters are for
Saved filters are designed to make filtering easier and faster. Instead of rebuilding the same query every day, you can save a filter and reuse it whenever needed. This is helpful for repetitive checks, quick exploration, or ensuring your team applies the same view.

• Simplifies recurring and complex queries
• Not included in exports — purely for easier navigation

What Tags are for
Tags are meant for persistent classification and reporting. Unlike filters, tags appear in exports and can drive private enrichments. They help you keep a consistent structure across time and projects, whether applied manually or automatically.

• Are the “source of truth” for most analysis
• Can be manual or automated based on filters definitions
• Can be used to trigger downstream processes or reports

How they work together
Saved filters and tags complement one another. Filters help you find and group content efficiently, while tags allow you to store that classification for reporting and automation. A common workflow is:
 

• Use a saved filter to identify relevant placements.
• Apply manual or automatic tags to those placements.
• Over time, refine what you learned from filters into tagging rules for consistent reporting

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