WorkMagic’s new filtering system gives you full control over how you explore performance. You can mix dimensions, metrics, trends, and custom logic to create exactly the segment you want—all through a clean, intuitive UI.
This update brings consistency across all surfaces: Custom Dashboard → Channel Attribution (Ads) → Creative Insights Everywhere you analyze, you now get the same complete filter toolkit.
Key benefits
Improved clarity: All dashboards now share the same filtering structure.
More flexibility: Combine dimensions, metric thresholds, and trend rules in any way you need.
Faster workflows: Save your favorite combinations as presets and reapply them instantly.
Using the Filter Panel
The filter panel opens when you click the filter bar at the top of the dashboard.
Inside the panel you will find:
Preset filters
Filter Groups
Condition builder (attribute, threshold, trend)
Apply, Save, Cancel controls
Applying Preset Filters
Presets help you apply a full filter configuration instantly. Built-in options like Scaling, Declining, and Fatigue appear at the top of the panel.
Applying a preset
Click a preset tile to load its conditions into the editor.
Editing or deleting a preset
Use the edit and delete icons in each tile to make changes.
Creating your own preset
Select "Add preset filter" to define your own conditions and save them for future use.
Building Filters with Filter Groups
Filter Groups let you control how conditions interact.
Within a group: you can switch between AND or OR logic.
Across groups: uses AND to combine them.
Understanding the Three Types of Filters
WorkMagic supports three filter types that can be used alone or mixed together. This allows you to create simple or advanced segments depending on your goal.
1. Attribute-based filters
Filter by campaign, ad set, ad details, status, IDs, platform, account, tactic, or naming rules.
These are useful for isolating specific structural components in your ad setup.
Step 1: Select an attribute
Open the dropdown or search for the field.
Step 2: Choose the rule and input
Examples:
Campaign name contains X
Ad status is Active
Ad ID does not contain Y
2. Threshold-based filters
Filter by metric values such as ROAS, spend, CPC, CTR, CAC, revenue, or orders.
These help you set minimum or maximum performance standards.
Step: Choose a metric, comparison, and value
Examples:
ROAS greater than 3
CPC less than 5
Ad spend equals 0
3. Trend-based filters
Filter by period-over-period performance changes.
For example: ROAS increase of 10%, CAC decrease of 5%, or CTR drop of 15%.
Step: Choose the metric and percentage change
Examples:
ROAS increase of at least 10%
CAC decrease of at least 5%
These help you detect improvements, declines, and early signs of fatigue.
All three types can be combined through filter groups to produce precise, meaningful segments.
Applying, Saving, or Canceling
At the bottom of the panel you can:
Apply: run the filters immediately
Save as new preset: store the configuration
Cancel: close the panel without changes
Filters Persist Automatically
WorkMagic saves your filters at the browser level.
When you return to a dashboard, your last-used filters load automatically so you can continue where you left off.
Combining Filters for Common Use Cases
1. Trend detection
Identify positive momentum.
Group 1: Objective type is Engagement or Video
Group 2: ROAS increased at least 10%
2. Creative fatigue monitoring
Spot creative elements that are losing effectiveness.
Group 1: Ad name contains a specific creative element
Group 2: CAC decreased at least 5%
