> For the complete documentation index, see [llms.txt](https://docs.antsomi.com/insight-report-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.antsomi.com/insight-report-user-guide/insights/reports/filter-your-data/create-edit-and-manage-filters.md).

# Create, edit, and manage filters

### **Add a filter to a chart or control** <a href="#add-a-filter-to-a-component" id="add-a-filter-to-a-component"></a>

1. Edit your report.
2. Select the chart or control you want to filter. You can also filter a group of charts and/or controls.
3. Select the DATA tab in the Properties panel.
4. Click **+Add a filter**.
5. Click **CREATE NEW FILTER.** You can also [reuse an existing filter](#reuse)
6. **Name** the filter.
7. Select **Include** or **Exclude.** Include filters include only data that matches the expression you provide. Exclude filters remove all data that matches the expression.
8. Select the **dimension** or **metric** by which to filter.
9. Select the **comparison operator** (e.g. Equals, Contains, Greater than, et&#x63;**.**).
10. Provide a **comparison value** for the expression.
11. (Optional) To add an OR clause, click **OR** on the right of the condition.
12. (Optional) To add an AND clause, click **AND** below the clause.
13. Click **SAVE**.

### Edit a filter

1. Edit your report.
2. Select the chart or control that has the filter.&#x20;
3. Select the **DATA** tab in the *Properties* panel.
4. Click <img src="https://761764959-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F13P8l3kHXpB6Md6CLuQh%2Fuploads%2Fh584wSiJn6oaN5yC2CzJ%2Fimage%20(4).png?alt=media&amp;token=396ba4e6-6427-471d-b8df-8322b8968fda" alt="" data-size="line">.

### Reuse an existing filter <a href="#reuse" id="reuse"></a>

Once you've added a filter to a report, you can use it in other components or even other reports. Adding an existing filter to a component *reuses* that filter. Reusing a filter does not create a copy of the filter. It's actually the same filter, so if you later edit it in one place, that changes the filter everywhere in the report.

If you reuse a filter for a chart or control with an incompatible data source, the chart or control will display an error. You can fix this by editing the filter to use dimensions or metrics that are common to both data sources.

[Learn more about filters and data sources.](/insight-report-user-guide/insights/reports/filter-your-data/about-filters.md#filters-and-data-sources)

### Copy components and reports with filters

When you make a copy of a page or component within a report, its filters are reused by the copy.

If you copy a filtered component into a different report, Insights makes a new copy of the filter. It has no relationship to the original filter. Note that if you copy and paste the component a second time, you will get another copy of the filter. The 2 copies are not related.

If you make a copy of a report and change the data source, any filters in the report get the new data source.
