Use our filter functionality to build custom queries to search and retrieve. With the ability to stack filters, by adding them to each other, you can build layered and complex queries to find a specific slice or piece of data.

Filter your data by whether it contains:

  • Text

  • Tags

Filter your data by source types:

  • Channels/ Collections

  • Segments

  • Customers

  • Notes

Filter your data by date:

  • Created

  • Last Updated

Filter your data by status:

  • Starred

  • Analyzing/ Completed for Notes

  • Draft/ Published for Insights

We have written separate guides on each of the filter types in Epiphany to guide you though how to use them. Click on each filter type to be redirected to a guide written about it.


Creating a Filter

  1. Click on the Filter By dropdown.

  2. Select the filter type to be applied.

  3. Select from the dropdown list of options. You can select one or multiple options. E.g. you can select one or multiple tags at a time.

  4. Filters automatically apply to display the relevant results.


Stacking Filters

You can apply multiple filters at any one time. You can also choose the statement type of the filters applied. There are two options for this.

  • And: if there are 3 filter types applied, each result will meet all 3 of the applied filters.

  • Or: if there are 3 filter types applied, each result will meet one of them only, but there will be results for each of the 3 applied filters.

Note that your choice affects all filters applied. So if you choose And this will apply to all stacked filters, and similarly for Or.

  1. Click the Add Filter button at the bottom right of the filter modal.

  2. Click on the Filter By dropdown.

  3. Select the filter type to be applied.

  4. Select from the dropdown list of options. You can select one or multiple options. E.g. you can select one or multiple tags at a time.

  5. Toggle between And/ Or to decide on the statement type by clicking.

  6. Filters automatically apply to display the relevant results.


Enabling or Disabling a Filter

You have the flexibility to observe a combination of different queries easily by making use of our enable or disable filter functionality. This allows you to "switch on or off" a filter applied and see how it does or does not affect a particular set of data.

  • Enable: apply the particular filter type.

  • Disable: do not apply the particular filter type.

  1. Slide the Toggle button right for the Enabled state.

  2. Slide the Toggle button left for the Disabled state.

  3. Filters automatically apply to display the relevant results.


Deleting a Single Filter

  1. Click on the Delete icon of the row of the single filter type you would like to remove.

  2. The results will no longer show any of the deleted filter type.


Clearing All Filters

  1. Click on the Clear All button at the bottom right of the filter modal.

  2. All applied filters will be cleared and the default list of results for the page will be displayed.


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