Saving commonly used filters with analyst copilot filter sets (EAP)

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<p id="docs-hc-snippet" style="display: none;">Filter sets save you time by making it easier to reuse the same group of values when analyzing data. With a standard filter, you select each value individually. For example, to analyze five agents, you would select each agent’s name one at a time. This works well for one-time analysis, but repeating the same selection can be time-consuming.</p>
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<div class="note attention" id="acp_filter_set__note_dbd_mdy_gkc">
<span class="attentiontitle"></span> This feature is currently in an Early
Access Program (EAP). You can <a class="xref" href="https://community.zendesk.com/zendesk-eap-agentic-analytics-154/how-do-i-sign-up-for-the-agentic-analytics-eap-21701" target="_blank">sign up for the EAP here</a>.</div>
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<p class="p">Filter sets save you time by making it easier to reuse the same group of values when
analyzing data. With a standard filter, you select each value individually. For example,
to analyze five agents, you would select each agent’s name one at a time. This works
well for one-time analysis, but repeating the same selection can be time-consuming.</p>
<p class="p">A <em class="ph i">filter set</em> is a saved group of values that you define once and reuse later. For
example, you could create a filter set containing the names:</p>
<ul class="ul" id="acp_filter_set__ul_dqp_qfy_gkc">
<li class="li">Priya Shah</li>
<li class="li">Jonah Reed</li>
<li class="li">Sofia Nguyen</li>
<li class="li">Mina Patel</li>
<li class="li">Theo Grant</li>
</ul>
<p class="p">You can use any values you want to create a filter set, for example, ticket subject or
agent status. You can then apply the filter set to a report or dashboard without having
to select each value again.</p>
<p class="p">For example, you frequently report on a specific group of agents. Instead of selecting
each agent every time, create a filter set called <strong class="ph b">My filter set</strong> containing the
agent names. The next time you run the report, apply the saved filter set to include the
same agents automatically.</p>
<p class="p"><img class="image" id="acp_filter_set__image_lsx_lc2_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_filter_set_8.png" width="750"></p>
<p class="p">In short, a standard filter requires you to choose values individually. A filter set
saves those choices so you can reuse them.</p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="acp_filter_set__ul_e15_5fy_gkc">
<li class="li"><a class="xref" href="#topic_b1d_vfy_gkc">Creating filter sets</a></li>
<li class="li"><a class="xref" href="#topic_qll_vfy_gkc">Using filter sets</a></li>
<li class="li"><a class="xref" href="#topic_abb_c4d_hkc">Managing filter sets</a></li>
<li class="li"><a class="xref" href="#topic_vxt_h5d_hkc">Using dynamic filter sets</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_b1d_vfy_gkc">
<h2 class="title topictitle2" id="ariaid-title2">Creating filter sets</h2>
<div class="body">
<p class="p">You create filter sets on the analyst copilot home page.</p>
<p class="p"><strong class="ph b">To create a filter set</strong></p>
<ol class="ol" id="topic_b1d_vfy_gkc__ol_tzz_24d_hkc">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Analytics</a>, click the click the Home
(<img class="image" id="topic_b1d_vfy_gkc__topic_o24_d3p_hvb_image_ovd_jsv_4xb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_dashboard.png" width="16">) icon
in the sidebar.</li>
<li class="li">Click the create icon (<strong class="ph b">+</strong>), then select <strong class="ph b">Filter set</strong>.<p class="p"><img class="image" id="topic_b1d_vfy_gkc__image_arr_jsd_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_filter_set_2.png" width="300"></p>
</li>
<li class="li">Enter up to 10,000 values for this filter set, separating each with a comma. For
example, you might enter the name of five agents who you want to regularly
generate reports for. Analyst copilot automatically removes any duplicate values
you enter and displays a preview of the filter set in the right-hand panel of
the page.<p class="p"><img class="image" id="topic_b1d_vfy_gkc__image_o3w_ysd_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_filter_set_3.png" width="800"></p>
</li>
<li class="li">When you've finished adding values, click <strong class="ph b">Save as</strong>.</li>
<li class="li">Enter a name and description for the filter set and select the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10492295767194" target="_blank">project</a> in which it will be
stored.</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_qll_vfy_gkc">
<h2 class="title topictitle2" id="ariaid-title3">Using filter sets</h2>
<div class="body">
<p class="p">Now that you've created a filter set, you can use it in your reports.</p>
<p class="p"><strong class="ph b">To use a filter set in a report</strong></p>
<ol class="ol" id="topic_qll_vfy_gkc__ol_twn_mtd_hkc">
<li class="li">In a <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10493968076826" target="_blank">report</a>, add a filter such as Assignee
name.</li>
<li class="li">Click the filter you just added, then click the <strong class="ph b">Filter sets</strong> tab.</li>
<li class="li">From the list of filter sets, select the one you want to use.<p class="p"><img class="image" id="topic_qll_vfy_gkc__image_gcy_dvd_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_filter_set_4.png" width="400"></p>
</li>
<li class="li">Click <strong class="ph b">Apply</strong>.<p class="p">The filter set is applied to your report which updates to
show only the filtered values.</p>
</li>
</ol>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_xj4_3vd_hkc">
<h3 class="title topictitle3" id="ariaid-title4">Example</h3>
<div class="body">
<p class="p">Your filter set contains five assignee names as shown in the following
screenshot:</p>
<p class="p"><img class="image" id="topic_xj4_3vd_hkc__image_r2q_kvd_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_filter_set_3.png" width="800"></p>
<p class="p">You then create a report that displays tickets solved by assignee name.</p>
<p class="p"><img class="image" id="topic_xj4_3vd_hkc__image_fp5_5vd_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_filter_set_5.png" width="300"></p>
<p class="p">You can use the Assignee name filter to select only the names you want to see in
the report. However, in this case, you add your filter set to the filter.</p>
<p class="p"><img class="image" id="topic_xj4_3vd_hkc__image_bzt_cwd_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_filter_set_4.png" width="400"></p>
<p class="p">The report updates to display only the assignee names that were supplied in your
filter set.</p>
<p class="p"><img class="image" id="topic_xj4_3vd_hkc__image_uky_3wd_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_filter_set_6.png" width="600"></p>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_abb_c4d_hkc">
<h2 class="title topictitle2" id="ariaid-title5">Managing filter sets</h2>
<div class="body">
<p class="p">After you've created filter sets, you can manage them from the agentic analytics home
page.</p>
<p class="p"><strong class="ph b">To manage filter sets</strong></p>
<ol class="ol" id="topic_abb_c4d_hkc__ol_sx3_bxd_hkc">
<li class="li">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Analytics</a>, click the click the Home
(<img class="image" id="topic_abb_c4d_hkc__image_fvm_cxd_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_dashboard.png" width="16">) icon in the
sidebar.</li>
<li class="li">From the list of assets, click the filter set you want to manage.<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span> Change the asset filter to <strong class="ph b">Filter set</strong> to make it easier to find the filter set you
want.</div>
</div>
</li>
<li class="li">On the filter set page, make any required changes to the values list.</li>
<li class="li">Click <strong class="ph b">Save</strong> and then select one of the following:<ul class="ul" id="topic_abb_c4d_hkc__ul_r5p_zxd_hkc">
<li class="li">
<strong class="ph b">Versions</strong>: View and restore previous versions of the filter
set.</li>
<li class="li">
<strong class="ph b">Save as</strong>: Save the filter set with a new name.</li>
<li class="li">
<strong class="ph b">Archive</strong>: Deletes the filter set.</li>
</ul>
</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_vxt_h5d_hkc">
<h2 class="title topictitle2" id="ariaid-title6">Using dynamic filter sets</h2>
<div class="body">
<p class="p">If you need a more advanced filter that automatically updates based on values
returned by another report, you can use a <em class="ph i">dynamic filter</em>. Dynamic filters let
you use the values returned from another report as the values in a filter. For
example, if you want to report on all members of a particular group and keep up to
date with any changes made to that group, a dynamic filter is a great way to do
this.</p>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_lv1_gd2_hkc">
<h3 class="title topictitle3" id="ariaid-title7">Dynamic filters example</h3>
<div class="body">
<p class="p">You want a filter that always contains the members of the documentation group and
updates automatically when changes are made.</p>
<p class="p"><strong class="ph b">To create the dynamic filter</strong></p>
<ol class="ol" id="topic_lv1_gd2_hkc__ol_ikx_t22_hkc">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/11041950353434" target="_blank">Create a report</a> that displays all
tickets solved by members of the documentation group.<p class="p"><img class="image" id="topic_lv1_gd2_hkc__image_o3r_l22_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_filter_set_9.png" width="300"></p>
<p class="p">You'll use this report as
a basis for your dynamic filter.</p>
</li>
<li class="li">Create a new report. In this example, the report returns all assignee names
with the number of tickets of theirs that have been reopened.<p class="p"><img class="image" id="topic_lv1_gd2_hkc__image_njp_yf2_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_filter_set_10.png" width="300"></p>
</li>
<li class="li">Save the report and name it "Dynamic filter example".</li>
<li class="li">Click the Assignee name filter.</li>
<li class="li">In the filter options, click the <strong class="ph b">Dynamic filter sets</strong> tab.</li>
<li class="li">From the list of reports, select Dynamic filter example.</li>
<li class="li">Under Result column, select TICKET_ASSIGNEE_NAME to return only the ticket
assignee from the report.<p class="p"><img class="image" id="topic_lv1_gd2_hkc__image_byc_4g2_hkc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/acp_filter_set_11.png" width="400"></p>
<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span> You can also click <strong class="ph b">NOT IN</strong> to return assignees that were not contained in the
filter set.</div>
</div>
</li>
<li class="li">Click <strong class="ph b">Apply</strong>. The report updates to reflect your new filtered values.
Now, whenever the membership of the documentation group changes, the values
in your report reflect the updated membership.</li>
</ol>
</div>
</div>
</div>
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