You can block and allow access to sites and specific URLs by adding them to the exception list. You can also share exception lists with other users in your organizational unit (OU).
You can create as many exception lists as you need.
To create an exception list
Click Filtering from the Main Menu and then click Exception List from its sub-menu. The Exception List screen appears.
Type the name of the list in the Enter list name text box.
Click Create List+ to add the list. The new list appears at the bottom of the list.
Note
Lists that have been shared with you by other users in your OU appear in the lower half of the page.
You can block and allow as many specific URLs as you need in an exception list.
To block and allow URLs
Click Filtering from the Main Menu and then click Exception List from its sub-menu. The Exception List screen appears.
Locate the list for which you want to block and allow URLs, and click the
icon (or you can create a new list). The Edit screen appears.
Type the URL in the Enter URL text box.
Click the Block or Allow button.
Click Add to List + to add the URL to the list. The URL you entered appears after the examples. Note that the Allow button to the right of the URL name is selected (appears in blue).
Note
You can change a blocked URL to an allowed URL and vice versa at any time by clicking the Block or Allow button. Click Update to block or allow the URL.
Note
You can also delete the URL from the list by clicking the 
icon. A confirmation prompt appears. Click OK to delete the URL.
Tip
You can also add URLs to the exception list from the Web Analytics screen. See Adding a URL to an Exception List for details.
You can add URLs to exception lists directly from the Web Analytics screen.
To add a URL
Click Insights from the Main Menu. The Web Analytics screen appears.
Click the blue document icon to the left of a website name in the Popular Websites section. The Add Website to Exception List window opens.
Select the desired list from the Exception List drop-down list.
Click Allow or Block to indicate whether you want to block or allow the website.
Click SAVE to add the website. The website is added to the selected exception list.
You can delete a URL from an exception list when you no longer need it.
To delete a URL from an exception list
Click Filtering from the Main Menu and then click Exception List from its sub-menu. The Exception List screen appears.
Locate the list that contains the URL you want to delete and click the
icon. The Edit screen appears.
Click the
icon to the right of the desired URL. A confirmation prompt appears.Click OK to delete the URL from the list. The URL is deleted from the list.
You can rename an exception list as needed.
To rename an exception list
Click Filtering from the Main Menu and then click Exception List from its sub-menu. The Exception List screen appears.
Locate the list that you want to rename, and click the list name. A box opens to allow you to rename the list. Note that Save and Cancel buttons have been added to the right of the name, as shown below.
Rename the list and click the Save button.
You can modify an exception list as needed.
To modify an exception list
Click Filtering from the Main Menu and then click Exception List from its sub-menu. The Exception List screen appears.
Locate the name of the list you want to modify, and click the
icon to the right of the list name. The Edit screen appears.Make the necessary changes to the list.
You can export your exception lists to a .csv file to open in a spreadsheet program, such as Microsoft Excel.
To export an exception list
Click Filtering from the Main Menu and then click Exception List from its sub-menu. The Exception List screen appears.
Locate the list that you want to export, and click the
icon. The file appears in the upper right-hand corner of your screen and is saved to your Downloads folder.Navigate to your Downloads folder to open it and save it.
Note
In the spreadsheet, URLs that are blocked are indicated by a 1; URLs that are allowed are represented by a 0.
You can use an existing list to create a new one.
To duplicate an exception list
Click Filtering from the Main Menu and then click Exception List from its sub-menu. The Exception List screen appears.
Locate the list to duplicate, and click the
icon. The Duplicate List window opens.
Type the name of the new list in the text box.
Click OK to add the list. The duplicated list appears at the bottom of the list. It contains the same URLs as the original list.
Make any desired changes to the new list and save it.
You can delete exception lists when you no longer need them.
To delete an exception list
Click Filtering from the Main Menu and then click Exception List from its sub-menu. The Exception List screen appears.
Locate the list that you want to delete, and click the
icon to the right of the list. A confirmation prompt appears.Click OK to delete the list. The list is deleted.
You can share exception lists with other users in your organizational unit (OU).
Note
At any time, you can click the 
icon to the right of a list name to see who has edited that list. You can also click the icon to the right of a list name in the Shared Lists by Other Delegates section to see who owns that list.
To share an exception list
Click Filtering from the Main Menu and then click Exception List from its sub-menu. The Exception List screen appears.
Locate the list to share and enable Share List. This list is now shared with all users in your OU.
Note
If you want to allow the other users to modify your list, enable Editable. This allows the users you have shared the list with to be able to add and remove URLs from the list. They cannot change the name of the list.
You can modify shared exception lists if you are given permission by the owner of the list.
To modify a shared exception list
Click Filtering from the Main Menu and then click Exception List from its sub-menu. The Exception List screen appears.
Locate the list you want to modify in the Shared Lists by Other Delegates section.
Click the
icon. One of the following happens:
If you are allowed to modify the list, you are taken to the Exception List Edit page, from which you can add and remove URLs.
If you are not allowed to modify the list, the following message appears in red at the top of the page: List editing disabled by list owner, followed by the username of the owner.
Tip
If you want to see the username of the list owner, hover your mouse cursor over the information icon.
You can export your exception lists to a .csv file to open in a spreadsheet program, such as Microsoft Excel.
To export a shared exception list
Click Filtering from the Main Menu and then click Exception List from its sub-menu. The Exception List screen appears.
Locate the list that you want to export in the Shared Lists by Other Delegates section, and click the
icon. The file appears in the upper right-hand corner of your screen and is saved to your Downloads folder.Navigate to your Downloads folder to open it and save it.
Note
In the spreadsheet, URLs that are blocked are indicated by a 1; URLs that are allowed are represented by a 0.
You can duplicate shared exception lists if you are given permission by the owner of the list.
To duplicate a shared exception list
Click Filtering from the Main Menu and then click Exception List from its sub-menu. The Exception List screen appears.
Locate the list you want to duplicate in the Shared Lists by Other Delegates section.
Click the
icon. The Duplicate List window opens.Type the name of the new list in the text box.
Click OK to add the list. The duplicated list appears at the bottom of the list. It contains the same URLs as the original list.
Make any desired changes to the new list and save it.