Quick Filters give you a simple, flexible way to analyse data on your dashboards. Because filtering is personalised at the individual level, your dashboard stays consistent for everyone else while you see exactly what you need. Filters are saved per user, so each person can apply their preferred settings without manual adjustments or admin intervention.
Adding Quick Filters to a Dashboard
Navigate to the Dashboard
Begin by navigating to the dashboard where you'd like to add Quick Filters.
Access the Quick Filters Menu
Once there, click the "Quick Filters" button in the upper left-hand section of the dashboard.
Add Filters
You'll be able to view any filters you've already created, remove applied filters by clicking "Clear", and add new ones by clicking "+Add Quick Filters".
Let's select the "+ Add Quick Filters" button.
A sidebar will appear, displaying filters categorised by data source. Use the search bar to find specific filters or browse through the available categories.
📌Note: The sources displayed depend on the widgets you have added to your dashboard.
Select Filters
To choose the filters you want to add, tick the boxes next to the ones relevant to your analysis. Each filter represents a specific data property or condition that can be applied to refine your data view. For example, if you're working with a dataset of customer appointments, you'll see filters like "Appointment Status" or "Calendar Group."
📌Note: You can choose up to 5 filters. If you exceed this limit, you won't be able to proceed to the next step.
After confirming your selections, click "Add" to proceed.
Review and Apply
Review the selected filters and, if needed, add descriptions to each one. Descriptions are visible to all users and help clarify the purpose of each filter.
Click "Apply" to finalise the filter setup.
Using Quick Filters
Open the dashboard where Quick Filters have been configured.
Apply a Filter
Use the Quick Filter bar to select and apply the filter you want. Adjust the filter properties to refine your view as needed.
The dashboard widgets will update automatically based on the applied filters.
By following the steps above, you can add, apply, and manage filters with ease, getting data insights tailored to your needs.
How Quick Filters Work with Existing Widget-Level Filters
Quick Filters and widget-level filters work together using AND logic. This means a Quick Filter doesn't override a widget-level filter; it adds another layer of filtering. To keep your data accurate and avoid conflicts, use widget filters for specific, widget-level filtering and Quick Filters for broader, team-wide adjustments.
Example:
- Widget filter: Appointment status = Confirmed
- Quick filter: Appointment status = Cancelled
In this case, the system will try to show appointments where the status is both Confirmed and Cancelled, which is logically impossible and will result in no data being displayed.
Best Practice
Use Quick Filters for flexible, team-wide filtering across your dashboards, and avoid duplicating similar filters at the widget level. This keeps your data accurate and prevents unnecessary filtering conflicts.
✍️Important Notes
- Quick Filters are specific to each dashboard and must be configured separately for each dashboard.
- Only users with full or edit access to the dashboard can add Quick Filters.
- Users with view access can use the filters but cannot modify them.
- Filters are saved within your current browser session. If you revisit the dashboard within the same session, your last-selected filters will remain applied.
- Quick Filters are personal and apply only to the user who set them. They won't affect other users' views of the dashboard.
- Filters only apply to widgets that use the same data source as the selected filter.
- Example: A filter for the "Tags" property under the "Contact" data source will only affect widgets using the "Contact" data source.