Dashboard Filters

Filters are essential to segmenting and navigating the vast amount data found in many dashboards

Filters are found along the right hand side of every dashboard.

Filter options will vary based on the dashboard and the available, filterable data.

Edit a filter

To edit a filter, hover over a filter panel and click the pencil icon in the upper right corner

By default all available options will be selected

To deselect all, simply uncheck the box at the top of the list

To choose filter options, scroll or type in the search bar to dynamically filter the options. 

Check the rows you want to filter for. Repeat as needed to find and select all desired rows

Date Filter

Rather than a search bar, the Date Filter provides a time frame drop down allowing the user to choose between year, month, quarter, etc

Disable Filter

Disabling a filter does this...

To disable an individual filter, click the toggle at the bottom right corner of the filter panel. 

Managing Filters

Reset Filters

To reset all filters on a dashboard click the counter clockwise arrow at the very top of the filters panel.

Set as Default

Bookmarks

Create a bookmark

You can create and save any number of customized filter groupings as a bookmark for quick and easy reuse. 

Once all your filters for each panel have been established, click the bookmark icon at the top of the filters panel.

Click the Add New Bookmark tab and type in a Name for your new bookmark.

Use a saved bookmark

Click the Bookmarks button toward the upper right of any dashboard

This will bring up a panel with all the available bookmarks for that dashboard. 

Click your desired bookmark and all associated filters will instantly be applied.