---
title: Use dashboard filters
slug: content-recommendations/docs/use-dashboard-filters
docTags: 
createdAt: 2026-08-05T19:40:07.659Z
---

Filters in Optimizely Content Recommendation dashboards let you create granular views of data. You can configure and save filters for the dashboards inside **Content**, **Insight**, and **Engage** sections. Adjusting the filter alters the summary, line chart, and table data within each section to refine and focus on specific data sets. This helps you analyze your data more effectively and make informed decisions on content management activities, such as content auditing and content marketing strategy.

## Configure a date filter

You can view the dashboard data for a specific time range by selecting the preset time periods or creating a custom period. To set a date range, complete the following:

1. Select from the preset time ranges or click **Custom Period** from the **Show Content Imported Between...** drop-down list to create a custom time range.   

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/JCGynEIiHSPSYrsEhngO0-20260720-150120.png" size="100" isUploading="false" showCaption="false" width="1871" height="333" darkWidth="1871" darkHeight="333"}
2. Click **Apply**.

## Create a filter

Dashboard filters include a field, conditions, and targets. You can use the **AND** or **OR** operators to create more complex and targeted filters. To get the best results, organize compound filters from the widest to the narrowest focus. Consider the following scenario:

- You have multiple sites and only want to analyze the data for one.
- You want to see how a few specific content items on the selected site are performing with your site visitors.
- You want to exclude specific topics from the content items list. 

To set this filter, complete the following steps in the **Insight Dashboard**:

1. Select **Content > Source** from the **Select a Field...** drop-down list.
2. Select the condition **is at least one of**.
3. Enter the name of your site in the target field, for example, [www.optimizely.com](http://www.optimizely.com).
4. Click **AND** (+).
5. Select **Content > Content** from the **Select a Field...** drop-down list.
6. Select the condition **is at least one of** and add your content in the target field, for example, *Come Back Soon! How to Encourage Repeat Engagement* and *(Re)Born Digital*.
7. Click **AND** (+).
8. Select **Topics** from the **Select a Field...** drop-down list.
9. Select the condition **does not include any of** and add your topics in the target field, for example, .*NET Core* and *.NET Framework*. 
10. Click **Apply**. The data for this filter displays.

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## Save and share filters

:::hint{type="info"}
**Note**

You cannot share saved filters across other sections. For example, if you created a filter in the **Insight** section, you cannot use it in the **Engage** section.
:::

You can save a filter view for future use and share it with other members of your organization. To save and share a view:

1. Complete the actions in [Create a filter](docId\:CgNU3IhCO1Sqzp7e6Tn5-) and click **Save As**.

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2. Enter a **Name** for the filter view. 
3. Select the checkbox to share the view with other members or your organization. 
4. Click **Save**. You can view the saved filter in the **Save As** drop-down list.

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/_7A2mHgS5Z1MSD7Uy2aQe-20260720-150120.png" size="100" isUploading="false" showCaption="false" width="1109" height="418" darkWidth="1109" darkHeight="418"}
5. Expand the **Save As** drop-down list and click **Filter Options** to update the filter name. 

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/_vsonL2CE1fCIA25I33uq-20260720-150120.png" size="100" isUploading="false" showCaption="false" width="438" height="262" darkWidth="438" darkHeight="262"}
6. Click **Save Changes** to save your changes or **Delete Filter** to delete the filter.

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/vosTdBloVpkwW8Wj_FWKc-20260720-150120.png" size="100" isUploading="false" showCaption="false" width="1115" height="428" darkWidth="1115" darkHeight="428"}

## View saved and shared filters

When you save a filter, Content Recommendations moves it to **My Saved Filters**, which you can view by clicking the **All Interactions** drop-down list (the name of the drop-down list changes based on the section you are in). 

When you share the filter with other members, Content Recommendations moves it from **My Saved Filters** to **Shared Filters** in the drop-down list.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ij-rLm39z5myx5sSPXbVK-20260720-150120.png)