How to use filters in the reporting | Ambassify Help Center

In the reporting section of your Ambassify backend account, you can use filters to narrow down your reporting results. You can find the filters by clicking on "Add filter" in the top right corner.

These are the available filters:

Member
Group
Country
Campaign
Campaign type
Tag
Channel
Custom properties

When selecting more than one filter, the underlying mechanism depends on which combination you want to make. Let's have a look at the following example.

Example

If you look at the member Tab, you see all the members that have been active in the given date range. Now, you may want to narrow down your search by using the filters.
For instance, if you want to see your members' activity on a specific campaign type, you go to add filter and choose the campaign type (e.g., Social share)
By adding the filter, all the results in the member tab and the other tabs (group, campaign, ...) will only apply to the Social share campaigns in this period.
You can see the filter is active because of the label in the top left (cf. screenshot)

Imagine now you want to add a second (and maybe a third, etc.) campaign type. You can do it the same way by, for example, adding the campaign type Comment on your LinkedIn Post.

The results now show the activity of your members on campaigns that are either a Social Share OR a Comment on your LinkedIn Post campaign. The same applies to the other tabs (Group, Country, etc.).
```
Results in reporting: IF campaign type = Social share OR Comment on your LinkedIn Post
```

Elaboration on the example:

Let's say you now want to narrow it down even more, and you only want to see the results for campaigns that have the tag 'Blog article' on top of the filters you already applied. Again, you click Add filter, choose Tag and select Blog article.
A Tag is a different type of filter compared to a Campaign type. When you cross-reference different types of filters, they will relate to each other with an AND-function. Meaning, the filtered results have to contain both (or all) filters.
The results now show the activity of members on campaigns that are either a Social Share campaign OR a Comment on your Linkedin Post campaign AND have the filter 'Blog article.'

Results in reporting: IF campaign type = (Social share OR Comment on your LinkedIn Post) AND tag = Blog article

Adding another Tag as a filter will be considered as OR compared to the tag 'Blog article'. For instance, when you add the tag 'Events,' this will show you the activity on Social share campaigns and Comment on your Linkedin Post campaigns labeled with the tags Blog articles OR Events.

Results in reporting: IF (campaign type = Social share OR Comment on your LinkedIn post) AND (tag = Blog article OR Event)

In this example, we've mainly visualised what happens in the Member tab of the reporting, but keep in mind that the filters will be applied to all the other tabs, as well.

Summary

Using multiple filters within the same "type of filter" (e.g. Campaign type) enables an OR-mechanism between those filters: campaign type 1 OR campaign type 2 OR campaign type 3
Using multiple filters from different "types of filter" (e.g., Campaign type and Tag) enables an AND-mechanism: (campaign type 1 OR campaign type 2) AND Tag X.

You can also export your filtered reports to CSV or Excel (in Premium and Enterprise plans).