Overview
The Filters feature in Sona is available on every page that contains data, such as profiles and reports. Use it to narrow large tables down to exactly the records you need, save filter sets for repeat use, and quickly search across a table with keyword matching.
How filtering works
Sona uses column filtering, which means a filter only checks the data within a specified column. You can add one or more filters to a table to refine the displayed data based on the attributes and conditions you specify.
The search bar above a table acts as a quick filter that looks for matching keywords or strings across the entire table, known as global filtering. The following pages have a search auto-complete that functions as a simple column filter, and will specify which columns are being searched:
Web Visitors
Accounts
People
CRM Contacts
Audiences
Reports
Note: filter and search fields are case sensitive. Any keywords or values you enter must match the exact case of the data you want to find.
When you save a set of filters, or create a new audience or report, you are creating a dynamic grouping. Any new incoming data that matches the specified attributes is automatically added to the dataset.
Adding a filter
Follow these steps to add a filter to any table:
Click Filters.
Select a column from the list. You can also use the search bar to quickly find a column by name.
Select a condition.
Enter your filter criteria, such as keywords or values, in the empty field.
Click Apply.
Managing filters
After adding a filter, you can click it to edit its properties. Use these actions to manage your saved filters:
Save Filter: save a set of pre-configured filters.
Switch filters: use the menu on the left to switch between different saved filters.
Edit Filter: rename or delete a saved filter.
Remove a filter: click the X icon on a filter to delete it.
FAQs
What is the difference between column filtering and global filtering?
What is the difference between column filtering and global filtering?
Column filtering applies a condition to a single, specified column, such as filtering Accounts to only those with a certain industry. Global filtering uses the search bar to look for matching keywords or strings across an entire table at once. Use column filtering for precise, attribute-based queries, and the search bar for a quick keyword scan.
Which pages support filters?
Which pages support filters?
The Filters feature is available on every page in Sona that contains data, such as profiles and reports. Web Visitors, Accounts, People, CRM Contacts, Audiences, and Reports additionally have a search auto-complete that acts as a simple column filter, and the autocomplete will tell you which columns it is searching.
What happens when I save a set of filters?
What happens when I save a set of filters?
Saving a set of filters, or creating a new audience or report from them, creates a dynamic grouping. Any new incoming data that matches the specified attributes is automatically added to the dataset going forward, so you do not need to reapply the filter to see new matches.
Why are my filter results not matching what I expect?
Why are my filter results not matching what I expect?
Filter and search fields in Sona are case sensitive, so the keywords or values you enter must match the exact case of the data you are looking for. If a filter is returning no results, double check the capitalization of your search term and confirm you have selected the correct column and condition.