How To

Using Advanced Filters

Advanced Filters allows you to create complex queries to identify and isolate specific subsets of data from your account information. These filters can be designed to look at specific fields of information and include or exclude results based on parameters that you specify. Depending on the type of data being examined, different fields are available for use by the filter. Once configured, these filters can be accessed directly in the view and even configured to be the default setting for that view each time you come to the page.

 

Prerequisites


You should be familiar with the following topic:

 

Tasks to Complete


Navigate to the My Account > Account Settings > Advanced Filters view and select the Create New Filter link to create advanced filters for the following views:

  • COP Reports
  • Images
  • Inventory
  • Listings
  • Sales

Note: You can create and edit Advanced Filters on the new All Products and All Sales pages directly too. The steps are similar. But deleting the filters can only be done in the Advanced Filters view.

 

Creating an Advanced Filter

To create a new filter follow the steps below:

  1. Click on the Create a New Filter link in the Advanced Filter view.
  2. Configure the following three items:
    • Filter Name – The name you want to give to the filter to use when referencing it in other locations.
    • View Type – The type of data used for the filter. Until the View Type is selected, the Filter Details section will not know the values that can be used to create the filter.
    • Filter Details – The parameters used as part of the filter. Select the values from the list to build the query to identify your items. You may select up to 5 filter lines.
      • Conjunction – By default you will start a single line. When you add more than one line you will get the option to set a conjunction of And or Or. The conjunction describes how the previous line's information should be connected to this line's information. “And” will require that both filter lines be valid for the information to be included in the result. “Or” will require that either of the filter lines be valid to be included in the result.
      • Field Name – The field used for comparison in the statement.
      • Comparison Method – How the Field Name should be compared to the Value. Valid values change based on the type of Field Name selected, but may include mathematical functions or string functions. Some available options:
        • Contains – Search the Field Name to see if the Value is part of the underlying data. For example, if the Field Name is configured to be Posting Template Name and the Value is abc then the search would find any posting template with "abc" in the name including "123abc456" and "abcdefghi". It would not find "1a2b3c" because "abc" is not in the value.
        • Does Not Contain – The opposite of Contains.
        • In List – Search the comma separated list in the Value field to find the value in Field Name. For example, if the Field Name is configured to be Ad ID and the Value is 123,456,789 then the search would find Ad ID 123, Ad ID 456, and Ad ID 789. All others would be ignored. When using strings then they must start and end with an apostrophe, like 'abc','def','ghi'.
        • Not In List – The opposite of In List.
    • Value – The value used for the comparison against the selected field. Exact values can be used or any of the tags listed at the bottom of the page can also be used to achieve actions like "last Thursday" or "current time".
  3. Select Save and Exit when done.

 

Deleting an Advanced Filter

Go to My Account > Account Settings > Advanced Filters view. Select the checkbox for the filter/s you wish to delete and click the Delete button above the list of filters.

 

Editing an Advanced Filter

To edit an Advanced Filter, click on the Filter Name of the filter that you want to edit. The same page as for Creating an Advanced Filter will be shown with the values previously configured for this filter selected in all of the appropriate fields. Change the values to match the new requirements and click Save. This will update the filter configuration and will immediately apply the next time it is used to generate results for a view.

Advanced Filters allows you to create complex queries to identify and isolate specific subsets of data from your account information. These filters can be designed to look at specific fields of information and include or exclude results based on parameters that you specify. Depending on the type of data being examined, different fields are available for use by the filter. Once configured, these filters can be accessed directly in the view and even configured to be the default setting for that view each time you come to the page.

 

Prerequisites


You should be familiar with the following topic:

 

Tasks to Complete


Navigate to the My Account > Account Settings > Advanced Filters view and select the Create New Filter link to create advanced filters for the following views:

  • COP Reports
  • Images
  • Inventory
  • Listings
  • Sales

Note: You can create and edit Advanced Filters on the new All Products and All Sales pages directly too. The steps are similar. But deleting the filters can only be done in the Advanced Filters view.

 

Creating an Advanced Filter

To create a new filter follow the steps below:

  1. Click on the Create a New Filter link in the Advanced Filter view.
  2. Configure the following three items:
    • Filter Name – The name you want to give to the filter to use when referencing it in other locations.
    • View Type – The type of data used for the filter. Until the View Type is selected, the Filter Details section will not know the values that can be used to create the filter.
    • Filter Details – The parameters used as part of the filter. Select the values from the list to build the query to identify your items. You may select up to 5 filter lines.
      • Conjunction – By default you will start a single line. When you add more than one line you will get the option to set a conjunction of And or Or. The conjunction describes how the previous line's information should be connected to this line's information. “And” will require that both filter lines be valid for the information to be included in the result. “Or” will require that either of the filter lines be valid to be included in the result.
      • Field Name – The field used for comparison in the statement.
      • Comparison Method – How the Field Name should be compared to the Value. Valid values change based on the type of Field Name selected, but may include mathematical functions or string functions. Some available options:
        • Contains – Search the Field Name to see if the Value is part of the underlying data. For example, if the Field Name is configured to be Posting Template Name and the Value is abc then the search would find any posting template with "abc" in the name including "123abc456" and "abcdefghi". It would not find "1a2b3c" because "abc" is not in the value.
        • Does Not Contain – The opposite of Contains.
        • In List – Search the comma separated list in the Value field to find the value in Field Name. For example, if the Field Name is configured to be Ad ID and the Value is 123,456,789 then the search would find Ad ID 123, Ad ID 456, and Ad ID 789. All others would be ignored. When using strings then they must start and end with an apostrophe, like 'abc','def','ghi'.
        • Not In List – The opposite of In List.
    • Value – The value used for the comparison against the selected field. Exact values can be used or any of the tags listed at the bottom of the page can also be used to achieve actions like "last Thursday" or "current time".
  3. Select Save and Exit when done.

 

Deleting an Advanced Filter

Go to My Account > Account Settings > Advanced Filters view. Select the checkbox for the filter/s you wish to delete and click the Delete button above the list of filters.

 

Editing an Advanced Filter

To edit an Advanced Filter, click on the Filter Name of the filter that you want to edit. The same page as for Creating an Advanced Filter will be shown with the values previously configured for this filter selected in all of the appropriate fields. Change the values to match the new requirements and click Save. This will update the filter configuration and will immediately apply the next time it is used to generate results for a view.

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