Filters can be used to find items in tables, such as proposals or orders, line items, creatives, or ad units. You can save your own filters and reuse them later.
Find items with filters
Most tables already have some filters applied when you navigate to them. Ad Manager automatically applies these filters to help surface the most important items for you.
You can add to or modify filters from the top filter bar.
To add a filter:
- At the top of a table in the filter bar, click Add new filter.
- Select a filter. For example, choose Status or Name from the proposal table.
- Indicate operators and select or enter values. Operators determine the how you want to search with values. Possible values depends on the filter. See Operators and values.
- Click Apply.
You can optionally add more filters by clicking Add new filter again to narrow your search. To remove a filter from the filter bar, click next to the filter.
Filters have an AND relationship to each other. For example, if you filter for proposals with Name > contains > summer travel and Status > is any of > Finalized, both must be true—only proposals with "summer travel" in the name and whose status is finalized are shown.
Operators and values
Operators and possible values depends on the filter selected. For instance, if you selected Status filter from the proposal table, you can select one or several values—"Draft", "Buyer review requested", or "Finalized" to name a few. The Status filter only uses one operator is any of.
The Name filter, on the other hand, allows you type in a value and provides one of several operators:
- contains
- does not contain
- is
- is not
Operators let you specify how you want to search with values. The "contains" operator, for instance, lets you type part of a search term. Two other operators worth noting are:
- is any of
- is none of
The operator is any of means values have an OR relationship to each other. You might look for proposals, for example, that have a status of either "Finalized" or "Buyer review requested". The is none of operator excludes the values selected.
Save and apply filters
Once the filters are added with the values and operators you want, you can save them to apply later. Saved filters are associated only with your user account and are available only from the table where you saved them.
To save a filter:
- From the filter bar, click save
.
- Enter a name for the saved filter.
- Click Save.
Find your saved filters from the table where you saved them by clicking Add new filter in the filter bar.
You can save up to 25 filters for each of the following tables: orders, line items, proposals, proposal line items, creatives, users, and companies.
Rename or update saved filters
Filters with the same name are not allowed for the same table.
Once a filter is saved, it may not be renamed or updated with different filters, operators, or values. If you want to change a saved filter, apply the filter, change it as desired, and save it under a unique name. You can choose to delete the previous filter.
To apply a saved filter:
- In the filter bar, click Add new filter.
- Above the list of filters, select one of your saved filter.
Once selected, the saved filter is applied.
To delete a saved filter:
- In the filter bar, click Add new filter.
- Above the list of filters, click
next to the saved filter you want deleted.
Example filters
Underdelivering line items
In Ad Manager, click Delivery Line items. Then, apply the filter, below:
| Expected to underdeliver | is | True |
| End time | in the next | 30 days |
Active line items that didn't deliver yesterday
In Ad Manager, click Delivery Line items. Then, apply the filter, below:
| Delivered yesterday | is | False |
| End time | after | (Today's date) |
Line items starting soon but missing creatives
In Ad Manager, click Delivery Line items. Then, apply the filter, below:
| Creative upload status | is | Creative time gap |
| Start time | in the next | 30 days |
Advertisers with inactive status
In Ad Manager, click Admin Companies. Then, apply the filter, below:
| Type | is | Advertiser |
| Status | is | Inactive |
Orders assigned to a trafficker starting in the next two weeks
In Ad Manager, click Delivery Orders. Then, apply the filter, below:
| Start time | in the next | 2 weeks |
| Assigned to | trafficker | Tracy Trafficker |