Global Filter Support in Custom Dashboards
You can add up to 10 filters per dashboard, including cross‑module filters, and they only apply when both the widget and the filter belong to the same module. If a global filter and a widget-level condition use the same field, the global filter takes priority. Filters can be added in the same way as widgets, based on the selected module, and the supported types include single‑select dropdowns, multi‑select dropdowns, and date‑range filters. Each filter can have a default value set during add/edit, and users can quickly return to these defaults using the Reset option.
Filters in Edit Mode
In edit mode, you are able to add filters using the add filter button. To add filters, follow the steps below:
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Navigate Reports > Custom Dashboard
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Open the custom dashboard that you want to add in edit mode.
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Click on add filter.
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From the add filter dialogue box, fill in the following information
Field Label Data Type Details Filter Type - Single Select
- Drop Down- Drop Down (single-select)
- Drop Down (multi-select)
- Date RangeModule & Field - Single Select
- Drop DownNeed to select Module and Fields in same section, otherwise all module fields need to load in single dropdown. In dropdown it will be listed using field group. Filter Label Text Box This is the label or name of your filter Description (Optional) Text Box It will be shown using i-con nearby filter label. Default Value Text Box Default value for:
- Filter Type Date Time - using radio option to get the input like Relative Date or Custom Date
- Filter Type Single Select / Multi-select Drop Down - Get the input using Single / Multi-select dropdown -
Click on Add to add the filter. Once the filter is added, it will be visible for both edit and view modes.
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From the edit page, you can edit or delete the filters by using the edit or delete icons respectively.
To use filters in view mode, you must first add the filters in edit mode.
Filters in View Mode
The filters added in edit mode will appear in view mode. In view mode, you can only apply or reset the filters as editing or deleting of filters can only be done in edit mode.
In view mode, you can use the “Reset” option to clear or set the default value for each filter individually on hover.
FAQs
Q: How many filters can I add to a dashboard?
A: Up to 10 filters.
Q: Do filters apply across all widgets?
A: Only to widgets that share the same module as the filter’s field.
Q: Which takes priority: global filter or widget condition?
A: The global/dashboard filter takes priority for the same field.
Q: Can I edit or delete filters in View Mode?
A: No. Use Edit Mode to change or remove filters.
Q: How do I revert to default selections?
A: Use the Reset option for each filter individually on hover.
