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:

1. Navigate Reports > Custom Dashboard

2. Open the custom dashboard that you want to add in edit mode.

3. Click on add filter.
   
   

   
   
   

4. 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 Range
   Module & Field	- Single Select - Drop Down	Need 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

5. Click on Add to add the filter. Once the filter is added, it will be visible for both edit and view modes.
   
   

   
   
   

6. From the edit page, you can edit or delete the filters by using the edit or delete icons respectively.
   
   

   
   
   

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 filters can only be done in edit mode.

Save and Reuse Views in Custom Dashboards

You can save dashboard views in Custom Dashboards, allowing you to quickly access frequently used filter combinations without reconfiguring them each time. Dashboards configured with Global Filters can be saved as reusable views. For more insights, explore How to Create, Edit, and Manage Custom Views in BoldDesk Reports.

Dashboard Data Mismatch (Default View vs. New Window)

Data differences between the dashboard view and the “Open in New Window” option can occur due to how Global Filters are applied.

• Dashboard View: Widgets display data based on both their individual configuration and any active dashboard-level global filters.
• New Window View: Widgets display data based only on their own configuration and do not consider global filters.

Example

If a global filter such as Status Category = Closed is applied:

• In the Dashboard View, the widget shows only closed tickets.
• In the New Window View, the widget may show all tickets (based on its own filters, such as date range), ignoring the global filter.

What to Check

• Verify if any Global Filters are applied to the dashboard.
• Clear the filters and compare both views again to confirm consistency.

This behavior explains the mismatch and is expected when global filters are in use.

Troubleshooting

Filter does not affect a widget

Confirm the filter’s module matches the widget’s module. Filters apply only when both are in the same module.

Widget results don’t match the widget-level condition

If the widget-level condition and the dashboard filter use the same field, the dashboard filter takes priority.

“Save view” is not available

Confirm the dashboard has global filters configured. Dashboards without global filters do not support saved views.

Frequently Asked Questions

1. How many filters can be added to a dashboard?
   Up to 10 filters per dashboard.

2. Do filters apply to every widget on the dashboard?
   Only to widgets that belong to the same module as the filter.

3. Which takes priority: a dashboard filter or a widget-level condition?
   If both use the same field, the dashboard (global) filter takes priority.

4. Can filters be edited or deleted in View mode?
   No. Filters can be edited or deleted only in Edit mode.

5. How do users return a filter to its default selection?
   Use the Reset option on that filter (available per filter on hover).

6. Can saved views be shared with other agents?
   No. Saved views in Custom Dashboards are Private Views only.

Related Articles

1. Custom Widgets: Create, Edit & Manage Dashboards Easily in BoldDesk
2. How to Share Custom Dashboard Widget in BoldDesk