Dashboard and Reporting: Quick Filters for Dashboards

What’s New

• Quick Filters: Now, dashboard owners can add filters for all users to access without needing edit permissions.

• User-Specific Configurations: Each user can save their own quick filter values, ensuring a personalized and efficient experience.

How It Works:

Adding Quick Filters:

1. Dashboard owners can add relevant filters from the new "Quick Filters" menu.

2. Users can view and apply these filters without requiring edit access.

Using Quick Filters:

1. Easily apply filters to widgets on a dashboard to focus on what matters most.

2. Filters are applied per data source, ensuring precise and relevant insights.

Why it Matters:

• Empower everyone to get valuable insights without the risk of accidental edits.

• Save time with user-specific filter configurations for tailored analysis.

• Improve collaboration by giving all team members access to impactful filters.

Adding Quick Filters to a Dashboard

Step 1: Navigate to the Dashboard

• Open the dashboard where you want to add Quick Filters.

Step 2: Access the Quick Filters Menu

• Click on the "Quick Filters" button at the top of the dashboard.

Step 3: Add Filters

• Click on the "+ Add Quick Filters" button.

Step 4: Select Filters

• Check the boxes next to the filters you want to add.

• Click "Add" to proceed.

Step 5: Review and Apply

• Review the selected filters and add descriptions if needed.