Filter the accounts table by account name, channel, and other criteria to narrow down your advertising portfolio and access only the information you need. Go to Manage in the top menu to get started.
Filtering accounts by name
Type the name of a specific account in the search bar where it says Filter Accounts By Name.
Filtering accounts by channel
Performance can vary widely across channels. Click View by Channel and toggle on the channels you want to show.
Additional ways to filter accounts
Click the Filter dropdown, and then Add Filter.
Choose a filter criteria (e.g., Include Labels, Metric cost, etc.).
Enter text and hit Enter/Return. Fluency will look for an exact match. See more instructions about using operators below.
Click Apply.
Click Save Filter if you want to use this custom filter in the future. Name the filter and click OK.
Find your saved filters by clicking Showing All Accounts to the left of the search bar.
Advanced filtering operators
Text filters
For text filters, the default operator looks for an exact match. If you want to use a different operator, try using wildcards. For example:
*new* - contains "new"
new* - must start with "new"
*new - must end with new
-*new* - can't contain "new"
n*w - must start with "n" and end with "w"
new - must exactly match "new"
Numerical filters
For numerical filters, use the following operators:
less than <
less than or equal to <=
greater than >
greater than or equal to >=
Special rules for filtering operators
Do not use "$" for dollar amounts (e.g., $150 = 150)
Enter percentages as decimals (e.g., 80% = .80)
If filtering to a value of 0, type "0" instead of "=0"
Sharing filters with other users
Sharing filters allows you to pass along the same view to other Fluency users. After creating a new filter or pulling up a saved one, click Copy Filter URL. This copies the link for you to share with other users.
When the Shared toggle is turned on, other users can see your saved filters when they click Showing All Accounts.
See account filters live in Fluency
Would you like to learn how to use account filters directly in Fluency? We've set up a step-by-step learning flow to let you practice within the platform.