Templates - Ability to carry over Advanced Filter from Templates reports and dashboard
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Bob Whitis
The search terms used to filter widgets using the Advanced Filter feature are not carried over from templates to custom dashboards and reports
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Rocket Media
Disappointed this isn't in AA :( -- Because this is missing, all client setups require manual adjustment. If it were present almost all of it could be one click.
David - AgencyAnalytics Team
Rocket Media: We understand your frustration and appreciate your feedback. Advanced filters are typically designed to work with data specific to individual campaigns. Since templates are meant to be reusable across various campaigns, applying advanced filters to templates can create issues, as the filter settings may not align with the data in different campaigns. We're continuously exploring ways to improve flexibility while maintaining functionality, and we’re always open to suggestions on how we can better meet your needs.
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Rocket Media
David - AgencyAnalytics Team -- I can understand that logic under certain circumstances. Ours is that we want a template for an industry, lets say, Solar. For all Solar clients, they get a Solar template. We know the campaigns contain a "Solar" group because we created and manage all of them, so we want to apply a "Solar" advanced filter because we DO know it will align with the data. On the off chance that a "Solar" campaign is missing... I'd rather spot-check that one client than have to do it for all of them which is what is currently required.
David - AgencyAnalytics Team
Rocket Media: Thank you for sharing your use case! It’s incredibly valuable for our Product team to understand how you would use this feature. I’ll make sure to pass this information along to them, and we’ll keep you updated on any progress regarding the addition of advanced filters to templates.