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How Can I Create and Save Custom Filters for Future Use?

Updated over a month ago

One of the most powerful workflow tools in BrandMentions is the ability to create and save custom filter combinations. As you analyze mentions, you’ll often apply the same group of filters to focus on specific insights such as monitoring negative news mentions or tracking high-reach influencers. Instead of recreating these views every time, you can save your entire filter setup as a Saved Filter.

How to Create and Save a Custom Filter

Creating a Saved Filter transforms your current filtered view into a reusable preset that you can access anytime.

  1. Build Your Filter Combination
    Apply all the filters you need from the right sidebar in your Mentions Dashboard. You can combine any number of filters to refine your data, such as:

    • Sentiment: for example, Negative

    • Source: for example, News and Blogs

    • Country: for example, United States

    • Reach: for example, Greater than 50,000
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  2. Locate the “Save Filter” Option
    Once you’ve built your ideal view, click the “Save Filter” or “Save as” button. This is usually located near the top of your mentions feed, beside your active filters list.
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  3. Name Your Custom Filter
    A dialog box will appear asking you to name your new Saved Filter. Choose a clear, descriptive name that explains its purpose.
    For instance: US News & Blogs – High-Reach Negative


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  4. Save the Filter
    Click Save, and your filter will be added to your list of Saved Filters. You can now access it anytime without rebuilding the combination manually.

How to Use a Saved Filter

Applying a Saved Filter is even simpler than creating one.

  1. Find the Saved Filters Section
    In the right sidebar of your Mentions Dashboard, find the section labeled Saved Filters.
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  2. Select Your Filter
    Click the name of the saved filter you want to use. Your mentions feed will instantly refresh to reflect the exact combination of filters you previously saved.

Tips and Best Practices

  • Streamline regular reporting
    If you create recurring reports (weekly, monthly, or quarterly), save specific filter combinations for each report type. This saves valuable time and ensures consistent data views for every reporting cycle.
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  • Create filters for team workflows
    Design Saved Filters for different departments or team roles to support collaboration.
    Examples:

    • Customer Support: Negative mentions from social media.

    • PR Team: Positive or neutral mentions from news outlets with high reach.
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  • Monitor specific campaigns
    For each marketing or PR campaign, create a Saved Filter that includes campaign-related keywords, timeframes, and sentiment settings. This gives you a quick snapshot of performance and public response at any time.
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  • Advanced competitor tracking
    Build a Saved Filter for each major competitor. Combine their brand keywords with filters for sentiment, reach, and source type to get a repeatable, detailed competitor analysis view.
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  • Maintain a clean workspace
    Periodically review your list of Saved Filters and remove outdated ones. Keeping your filter library tidy helps maintain efficiency and focus.

Conclusion: Simplify Your Analysis and Save Time

Saved Filters in BrandMentions help you work smarter and faster by allowing you to store and reuse your most effective analysis setups. Whether you’re monitoring campaigns, managing PR, tracking competitors, or creating reports, Saved Filters ensure consistency, accuracy, and efficiency across your entire brand monitoring workflow.

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