As an admin or content owner, you want to save a list or report in a PlusPlus dashboard so that you can access and use it later on without having to reconfigure filters and search values, or so that you can use the saved search for building automated rules.

To save filter sets as segments:

To access a previously saved segment:

Automated rules are based on segments you create in the dashboard. For example, you can use the new engineer hires segment mentioned above to automatically assign an engineering onboarding track to new team members in that department. When you build an automated rule, you select a saved segment for the rule’s Condition.

Use segments as filters on other reports and lists

You can add a saved segment to another set of filters in the same dashboard, using it alongside these filters to create a unique list or report.

Also, the Segment filter is required for creating a complex query that groups ANDs and ORs. See more on this in the Go deeper section.

To use segments as filters:

Let's say you want to save a report that shows recently-hired engineers. You can do this on the People dashboard by setting the Department filter to Is "Engineering" and the Hire Date filter to From 2 week(s) ago and Until 2 week(s) from now. You can then save the list as a segment named New engineer hires so that you can return to it and engage new engineers in your org.

Now let's say you want this same information but only for new engineers hired at a manager position and who are located on the East Coast. To build this list, you could add the new engineer hires segment to another filter set, set the Title filter to Contains "manager" and set the Location filter to your East Coast locations.

Because dynamic filters use AND across filters and OR within a filter, you can add multiple segments to the Segment filter to group ANDs and ORs together, and thus create more complex queries with nested boolean expressions.

You can use the screenshot above (illustrating how you can combine a segment with other filters) as a simple example. Let’s say you saved the Title and Location filter set as its own segment (you could call it East Coast managers) and created a new search query with the New engineer hires segment and the East Coast managers segment both selected for the Segment filter. Instead of a list of people who are both new engineering hires AND managers on the East Coast, the list would show people who are new engineering hires OR managers on the East Coast.

This is an example of a nested boolean expression:

(A and B) OR (C and D)

This feature gives you a way to use these nested expressions for very complex queries should you need them for a complicated report or as the condition for an automated rule.

While segments are used in reports to save sets of filters, groups are used to organize users for content distribution and provide an access control tool. For more, see the PlusPlus 101 article on groups.