Configuring report filters in Personalization

Depending on the report you are viewing, you can filter the data displayed in each report by configuring its Filters settings.

To view a report’s filter settings:

  1. Click the down arrow to the left of Filters.

  2. After modifying your filters, click Run.

The system displays the report according to the new parameters you have set.


  • To maintain optimal website performance, reports don’t display until you click the Run button.

  • To ensure reports run quickly, report data refreshes daily.

Modifying your filters

The available filter settings vary by report, and you can change filter values based on the directions for each filter type. Different filters allow you to limit the number of returned results based on different values.

To modify your filter settings:

  1. In the list of filtering options for the field, click the filter you want to use (for example, is equal to).

  2. In the empty field to the right of the filtering option list, enter the desired value based on the filter:

    • Customer Site: Enter the customer site for which you want to search.

    • Date: Enter a number which signifies your selected date range or time period.

    • Event Name: Enter the event name for which you want to search. Depending on the characters you enter, Personalization suggests website events you can select.

    • Channel Type: Enter the channel type for which you want to search (for example, email or Marketo).

    • Campaign ID: Enter the ID of the campaign to which you want to limit your search results.

    • Segment Name: Enter the name of the segment to which you want to limit your search results. Depending on the characters you enter, Personalization suggests segments for you to select.

  3. If you entered a value for the Date filter, click the appropriate unit of time measurement. For example, click quarters to limit search results to content viewed within a specific three-month period.

  4. If required, click the plus sign ( + ) to create more customer website filters. Click the x sign ( X ) to delete a filter.

  5. After you configure all your required filters, click Run.


  • For report filters with default fields prompting you to Specify an event name or Specify a segment name, you must change the filter to an event name or segment name before running a report to avoid No Results.

  • The following reports are pre-run for speed and backed by a Persistent Derived Table (PDT):

    • People who reached an event

    • Engagement score trend

    • Time on site trend

    • Events by segment

    • People by region

    • People by segment

    • Segment trend

    Report results return faster because the default PDT filter combinations are restricted and computed ahead of time.