What are Global Filters?
Global Filters control which data appears across Triple Whale. Use them to exclude irrelevant records or focus on specific campaigns, regions, or business segments.
A Global Filter uses conditions to include or exclude data from a specific platform. It applies across supported Triple Whale screens and outputs.
For example, your US and EU stores might share one Meta ad account. Your EU shop can filter for campaign names containing “EU” to include only its campaigns.
Without that filter, the EU shop may include US campaign spend. This can change reported spend, ROAS, and MER.
Each filter has a shop setting and a personal setting. You can change your own active filters without changing a teammate’s view.
Platforms that support Global Filters
Available platforms and filter conditions depend on your integrations. Go to Settings > Global Filters to review your options.
Shop settings and My view
Each filter has two toggles on the Global Filters settings page:
Global Filters: The shop setting. It controls automated background outputs and provides the default for users who have not made a personal choice.
My view: Your personal setting. It controls whether the filter applies when you use Triple Whale.
You inherit the shop setting until you choose a different value in My view. Your personal choice then takes precedence.
Shop setting | Your personal choice | Filter in your view |
On | No override | On |
On | Off | Off |
Off | No override | Off |
Off | On | On |
Setting My view back to the shop’s current value removes your personal override. You then follow future changes to the shop setting.
New users inherit the shop’s settings. When user-level filtering becomes available, existing users keep the same active filters until they make a personal choice.
Create a Global Filter
Go to Settings > Global Filters.
Click New Filter.
Select the platform.
Enter a clear Filter Name.
Choose a field, such as Campaign Name.
Choose an operator, such as Contains, and enter the value to match, such as EU.
Click Add Condition if you need additional conditions.
Leave Enable for shop off for personal use, or turn it on to set a shop default.
Click Save.
CAUTION: Enabling a filter for the shop changes automated outputs and the views of users who inherit the shop setting.
Enable for shop is off by default. With it off, the new filter starts on for you and off for everyone else.
The filter still appears in everyone’s list. Other users can turn it on for themselves.
If you enable it for the shop, it applies to background outputs and users who have not chosen a personal override.
Change your active filters
Click the Global Filters indicator in the page header.
In Your Global Filters, turn individual filters on or off for your view.
Select Manage filters to open the settings page when you need to create or edit a filter.
The active-filter count reflects your view. Changing these toggles does not change your teammates’ active filters or the shop settings.
If filters exist but none are active in your view, use the same header control to open the list and activate one.
Summary section filter popups also change only your view.
In the mobile app, filter chips and Clear all affect only your view. You cannot create or edit filter definitions on mobile.
How filter conditions combine
Conditions combine automatically. You cannot choose a custom AND or OR operator between conditions.
Conditions within one filter use OR, unless every condition is negative.
If every condition is negative, such as “does not contain” or “does not equal,” the conditions use AND.
Separate active filters on the same channel use AND.
For example, one filter with these conditions includes campaigns matching either value:
Campaign Name contains “EU”
Campaign Name contains “UK”
One filter with these negative conditions includes only campaigns that meet both exclusions:
Campaign Name does not contain “test”
Campaign Name does not contain “internal”
A filter affects only its own channel. In a multi-shop view, each shop’s filters apply only to that shop’s rows.
Filtering by Shopify order tags
To include orders tagged POS or Exchange, use one filter with both positive tag conditions. Either tag can then match.
If you create separate active filters for those tags, an order must meet both filters. This can return fewer orders than expected.
Filters do not change a report’s metric definitions. Including a zero-dollar order does not give it a sales value.
Where Global Filters apply
Triple Whale uses your personal view for signed-in analysis. Shared background outputs use the shop settings.
Screen or output | Filters used |
Standard dashboards, including Summary, and custom dashboards | Your view |
Widgets, SQL editor, Attribution, Trends, Compass, Insights, Sonar reports, MMM, and Incrementality screens | Your view |
Moby chat, tools, mini-apps, and the mobile app | Your view |
Attribution CSV export | Your view, to match your screen |
Moby messages in Slack | The mapped Triple Whale user’s view |
MCP, the ChatGPT app, and Shopify Sidekick with a signed-in user | That user’s view |
Shared or emailed dashboard links | The signed-in viewer’s view; otherwise the shop settings |
Moby automations, including Run now, and scheduled Slack subscriptions | Shop settings |
Warehouse syncs, Summary email reports, dashboard PDF reports, and Google Sheets auto-update | Shop settings |
Anomaly detection, CDP audiences, and MMM training | Shop settings |
Public API or MCP requests using an API key, and the SQL API | Shop settings |
Requests without a known user use the shop settings. Service accounts have no personal overrides, so they also use the shop settings.
Common use cases
Regional reporting: Include only campaigns assigned to one store when several stores share an ad account.
Parallel analysis: Let teammates analyze subscriptions, samples, or e-commerce orders without changing one another’s active filters.
Order exclusions: Exclude unwanted order groups using supported fields or tags.
Campaign analysis: Focus on campaigns or ad sets using consistent naming conventions.
Product-focused analysis: Use supported order fields, tags, or campaign naming conventions to focus on a product or category.
These examples depend on the filter options available for the selected platform. Consistent campaign names and order tags make filters easier to maintain.
Using Global Filters with multi-shop views
If multiple shops share an ad account, configure Global Filters for each shop before combining them in a multi-shop view. Without these filters, the same campaign spend can appear under multiple shops and be counted more than once.
For example, if your EU and UK stores share one Meta ad account:
The EU shop needs a filter that includes only its EU campaigns.
The UK shop needs a filter that includes only its UK campaigns.
The conditions must separate the campaigns without overlap. Campaign names or other supported fields must identify which campaigns belong to each shop.
Enable these allocation filters at the shop level so background outputs and users who inherit the shop settings use the correct campaign selection.
Each user should also confirm that the allocation filters are active in My view for each shop. A personal override can turn off a shop-enabled filter and cause duplicated spend to appear again.
Each shop’s filters apply only to that shop’s rows in the combined view. Repeat this setup for each shared ad platform.
Edit or delete a filter
Everyone with access to the shop can create, edit, or delete filters and change the shop toggle.
Editing conditions changes the shared filter definition for everyone who uses it. Saving an edit does not change the shop or personal toggle states.
Deleting a filter removes it for everyone.
A filter created for personal use is still shared. Other users can see it, activate it for themselves, edit it, or delete it.
Frequently asked questions
Why does my teammate see different numbers?
Compare your active Global Filters first. You can each choose different filters, even when viewing the same shop and date range.
Why does a scheduled report differ from my screen?
Your screen uses My view. Scheduled reports and other background outputs use the shop settings, which may differ from your personal choices.
To compare them, use the same filter settings. Also check that the dates and other report settings match.
Why does spend look too high in a multi-shop view?
If shops share an ad account, turning off an allocation filter can include campaigns that belong to another shop.
A combined view can then count shared spend more than once. Check each shop’s allocation filters before comparing totals.
Can a filter be required?
No. Each user can turn any filter on or off for their own view. Global Filters do not support locked or required filters.