Filters

How to use Filters to create customized views and reports

The filter tool is one of the most powerful and most used features in Plannuh. Filtering allows you to customize what you are seeing in Plannuh by using a number of criteria including timeframes, segments, campaigns, tags and a whole lot more.

Filters are available from the Navigation Bar.  You can create a filter to narrow down the scope of what Plannuh will display and you can save these filters for future use. You may filter on multiple criteria at once to get more and more precise on the information or objects you want to view. Each of the filter criteria include a search function that's helpful in quickly finding filterable terms.

Creating a filter

Select Filter from the Navigation Bar.  Enter the criteria you wish to search. The criteria you can filter by includes:

Timeframe

This allows you to filter objects and information by the moths or quarters you wish to view that contain campaigns or data that start or fall within that timeframe.

Segment 

If you can view more than one segment by default you may want to filter down to one or more segments to find related campaigns, expense groups or expenses in that segment or segments.

Goal 

Goals incorporate a subset of campaigns that relate to that goal.  So if you have a goal that measures "Awareness", for example, you may only have 5 out of 50 campaigns creating activities to drive and measure awareness.  To view information on campaigns related to a goal, you can limit your view to those campaigns using this filter.

Campaign 

A list of all available campaigns to filter upon is available regardless of segment or ownership if you are an Admin.  You may choose as many campaigns as you require to create your filter. If you have limited access rights as a Read-Write or Read-Only team member, then you will only be able to filter on the campaigns that belong to your assigned segments.

Campaign Type 

One way to categorize or group campaigns of a similar purpose is to use campaign type.  Plannuh comes with a number of default campaign type selections such as "Event | Trade Show".  This type of campaign may go across multiple segments, and have multiple owners.  For example you may have geographic segments for Europe and North America and you want to see how your budget looks for all event campaign types across all your segments. Use this filter criteria to find and group all campaigns of one type using this filter.  You may also add your own campaign types when creating campaigns to further customize your experience. Remember that grouping all campaigns of the same type across segments will only work if you have access rights across all relevant segments. If you are limited to one segment due to Read-Write or Read-Only authorization then you will only be able to group campaign types within that segment.

Expense Status

You may filter on the three available expense types of Planned, Committed or Closed. This is useful if you happen to notice an older planned expense still open in a segment and you want to identify it quickly to either remove it, change the status, or move it to a different time period.  You can do that by filtering on the timeframe, the segment and the expense status.

Expense Group

You may filter by selecting one or more of the available expense groups. You may choose as many expense groups as you require to create your filter. If you have limited access rights as a Read-Write or Read-Only team member, then you will only be able to filter on the expense groups that belong to your assigned segments. You can search for relevant expense groups to narrow down your selection choices.

Expense Type

Expense type, like campaign type, is one way to categorize or group expenses of a similar purpose.  Plannuh comes with a number of default expense type selections such as "Marketing Program | Email".  This type of expense may go across multiple segments, campaigns and child campaigns.  Use this filter criteria to find and group all expenses of one type using this filter.  If you have administrative rights you may add your own custom expense types to further customize your experience. Remember that grouping all expenses of the same type across segments will only work if you have access rights across all relevant segments. If you are limited to one segment due to Read-Write or Read-Only authorization then you will only be able to group expense types within that segment.

Expense Source

Expenses can be created a number of ways, some automated and some that require manual intervention.  When troubleshooting where an expense originated it is often helpful to know the source or the expense.  Expense sources include Google Ads, LinkedIn Ads, Plannuh Automation, Import and Manual Entry,  Available sources are subject to change based on integration sources.

GL Code

GL Codes are an optional field when creating expenses as not all organizations use them.  If your organization does use GL codes, and they are loaded into Plannuh, they are useful in grouping expenses by GL type using this filter.

Vendor

Vendors are an optional field when creating expenses as you may not know exactly which vendor you are going to use when you create an expense to track.  Vendors are useful in grouping expenses when you want to summarize all your expenses from one or more specific vendors.

Owner

All objects are assigned team member owners.  This is a useful filter if you need to see all the activity of a particular owner across all Plannuh objects.  It's also useful if you need to change ownership in bulk.

Tag

Tags are all custom defined terms that can further help in grouping objects that are not covered in other object fields.  For example, you may want to "tag" objects by office location.  You may have 5 offices around the world such as Singapore, Tokyo, Sydney, Mumbai and Beijing.  You can create these as tags and then use them to filter on all activities and objects that relate to Singapore, as an example.

Shared Cost Rule 

Shared cost rules allow you to allocate expenses across multiple segments. So, let's say you want to split some costs, like technology investments across multiple functional groups like product marketing, field marketing and demand-gen marketing.  There may be only a handful of these expenses making them difficult to identify  quickly and to group them.  You can do this by first creating a shared cost rule, and then using a filter to find expenses where the shared cost rule is applied and group them.

Saved Filters

Saved filters allow you to easily revisit customized filter selections. To create a saved filter, select all the filters you would like in the filter dropdown and press "Save Filters" at the top next to "Apply". This will prompt the following:

You can name your saved filter and set it to private (only visible to you) or shared (visible to everyone). Once you have created a saved filter, you can access it by selecting "Saved Filters" next to the filter dropdown. This will open your saved filters menu:

Here, you can select and apply these filters using the bullets next to their names, as well as change their permissions, favorite them, and delete them. To favorite a saved filter, click the heart next to it. This will apply the filter every time you open that particular budget in Plannuh, and is user-specific.