In addition to manually selecting campaigns when filtering report metrics, it is now also possible to filter campaigns by rule<\/strong> in Reportei. With this option, you set a text criterion for the campaign name, and the system itself identifies which campaigns should be included or excluded from the metric without needing to mark each one manually.<\/p>\n

This feature is especially useful for ad accounts like Ads<\/strong> and CRMs<\/strong> that have a large volume of campaigns, where selecting item by item can be laborious and frequently needs updating.<\/p>\n

How the filter works when selecting campaigns<\/span><\/span><\/h2>\n

This filter option has been available for a longer time and allows you to select which campaigns you want to be considered for data return in each metric.<\/p>\n

You can select more than one campaign.<\/p>\n

<\/figure>\n

The limitation of this filter is that campaigns can be paused or completed, and in this case, the filter will not change automatically, requiring you to edit it for adjustment.<\/p>\n

How the new filter by rule works<\/span><\/span><\/h2>\n

When setting up a metric filter, you can choose between two conditions based on the campaign name:<\/p>\n

\n
• Contains<\/strong> considers only the campaigns that have a specific term in the name.<\/li>\n
• Does not contain<\/strong> excludes campaigns that have a specific term in the name.<\/li>\n<\/ul>\n

  For example, you can set up a filter to consider only campaigns that contain search<\/strong> in the name or exclude campaigns that should not contain a certain term,<\/strong> without having to locate and mark each campaign manually on the list.<\/p>\n

  <\/figure>\n

  <\/h3>\n

  How to set up<\/span><\/span><\/h3>\n

  \n
  1. In the desired metric, click on Edit in the gear icon.<\/li>\n
  2. In the configuration sidebar, click on Campaign filter and choose the By rule<\/strong> option instead of Manual selection.<\/strong>).<\/li>\n
  3. Set the filter type<\/strong> as Contains or Does not contain.<\/li>\n
  4. Enter the value,<\/strong> the text that should or should not be present in the campaign name.<\/li>\n
  5. Click on Add filter.<\/strong>.<\/li>\n<\/ol>\n

     The created filter remains visible and can be removed at any time, and you can combine more than one rule in the same metric.<\/p>\n

     The manual selection option<\/strong> continues to be available as an alternative within the filter configuration.<\/p>\n

     More dynamic reports<\/span><\/span><\/h3>\n

     One of the main benefits of the filter by rule is making the report more dynamic. If a new campaign is created and its name matches the configured rule, it is automatically considered automatically <\/strong> in the metric as soon as the report is updated, without you needing to add it manually to the filter.<\/p>\n

     Where the filter by rule is available<\/span><\/span><\/h2>\n

     Currently, the filter by rule can be used in:<\/p>\n

     \n
     • Meta Ads Integrations, Google Ads, etc.<\/li>\n
     • Numeric metrics<\/li>\n
     • Metrics calculated in the network block and the custom block<\/li>\n
     • Funnel in the network and the custom block<\/li>\n
     • Metrics in the custom block<\/li>\n
     • Tables<\/li>\n<\/ul>\n

       It is not yet available for grouped metrics.<\/strong>.<\/p>\n

       Our team continues to expand this feature to other visualization formats, such as graphs, making report configuration increasingly quick and flexible.<\/p>\n

       For any questions, contact our support team via chat. <\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

       In addition to manually selecting campaigns when filtering report metrics, it is now also possible to filter campaigns by rule in Reportei. With this option, you set a text criterion for the campaign name, and the system itself identifies which campaigns should be included or excluded from the metric without needing to mark each one […]<\/p>\n","protected":false},"author":9,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"helpdesk_category":[1129],"helpie_tag":[],"helpie_add_tag":[],"helpie_up_tag":[],"class_list":["post-74516","pauple_helpie","type-pauple_helpie","status-publish","format-standard","hentry","helpdesk_category-reports"],"_links":{"self":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/pauple_helpie\/74516","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/pauple_helpie"}],"about":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/types\/pauple_helpie"}],"author":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/comments?post=74516"}],"version-history":[{"count":3,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/pauple_helpie\/74516\/revisions"}],"predecessor-version":[{"id":74933,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/pauple_helpie\/74516\/revisions\/74933"}],"wp:attachment":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/media?parent=74516"}],"wp:term":[{"taxonomy":"helpdesk_category","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/helpdesk_category?post=74516"},{"taxonomy":"helpie_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/helpie_tag?post=74516"},{"taxonomy":"helpie_add_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/helpie_add_tag?post=74516"},{"taxonomy":"helpie_up_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/helpie_up_tag?post=74516"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}