How to Filter User Recordings

Have you ever just looked at your Recordings dashboard, the number of recordings in there, and wondered "Now what?"  Or said, "Oh my, I don't have time for this."  Our Crazy Egg experts have and know exactly how you feel.  But don't fret, we have a solution and a lot of insights for you (even before watching a single recording).

Email our Help Desk with the subject line "Crazy Egg Export Recordings Help".  Our Crazy Egg experts will help you design useful filters that will provide a lot of insights for you now and into the future. 😀

Filtering!  Your video Recordings can be filtered a number of different ways, all giving you more insights each time and a smaller playlist of videos to watch!

Recordings (Video) Filtering and Tagging

Creating a Filter - Step by Step

Here is a recommended process to help you get started.

1

From the Recordings dashboard, click on Filters to the right-hand side underneath the playlists.

2

Click on Add Condition and select a condition from the list.  We have 17 to choose from.

3

Add the additional criteria for the filter.  

You can nest filters as you want by clicking on Add Condition.  Depending on the criteria filter you choose, you can and may want to use a Wildcard condition.

4

Click on the Apply Filters button when you are done.      

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Saving a Filter - Step by Step

Once you have created your filter, you may want to save it.  Here is a recommended process to help you get started.

1

To do that click on the Save button.

2

The saved filter is shown on the right-hand side.

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Applying a Filter - Step by Step

Here is a recommended process to help you get started. 

1

Along the right-hand side, you will find your list of saved Filters.

2

Click on the filter name you want to apply.

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Editing a Filter - Step by Step

Here is a recommended process to help you get started.

1

When you have applied a filter, you will find you have an Edit button alongside the save button option.  Click the Edit button.  Clicking on this button will allow you to add additional conditions and/or change the existing filter criteria.

2

Either click  Add Condition or change the existing criteria.

3

Click on the Apply Filters button when you are done.      

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Deleting a Filter or a Tag - Step by Step

Here is a recommended process to help you get started.

1

To delete either a tag or filter, simply mouse over the name of the tag or filter until the pencil icon appears.

2

Click on the pencil icon so a small window appears. 

The pencil icon will allow you to edit the name of the filter/tag, as well as delete it

3

Click on Delete Filter or Delete Tag.                   

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Creating a Tag - Step by Step

Sometimes, filtering is not enough.  When you are watching the videos themselves, sometimes you want to tag the individual video for later.  Here is a recommended process to help you get started.

1

When watching a recording, click in the field " type to add a tag".

If you already have created a tag, you will also have a list of previous tags to choose from when you click in this field.

2

Start typing what you would like for the tag and when done click the enter key on your keyboard.

If you want to tag a recording using more than one word, add a _ between the words.

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Applying Tags - Step by Step

Here is a recommended process to help you get started. 

1

Along the right-hand side, you will find the list of your Tags.

2

Place a checkmark beside the tag name you would like to apply.  You can apply more than one tag where Records have multiple tags applied.

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