Quick Filters provide an efficient and user-friendly way for you to analyze data on your dashboards. By allowing personalized filtering at the individual level, this feature enhances the user experience while also preserving the integrity of the dashboard. Furthermore, quick filters are saved per user, enabling each person to apply their preferred filter settings, simplifying the process of analyzing complex data without the need for manual adjustments or administrative oversight.

Adding Quick Filters to a Dashboard

Navigate to the Dashboard

Begin by navigating to the dashboard where you would like to add Quick Filters.

Access the Quick Filters Menu

Once there, click the "Quick Filters" button located in the upper left-hand section of the dashboard.

Add Filters

You will then be able to view the filters you have already created (if any), remove any applied filters by clicking the “Clear” button, and add filters by clicking the “+Add Quick Filters” button.

Let's select the "+ Add Quick Filters" button. 

A sidebar will appear, displaying filters categorized 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 to your dashboard, simply check the boxes next to the filters that are 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 will see filters like "Appointment Status," or "Calendar Group."

📌Note: You can choose up to 5 filters to include. If you exceed this limit, you will not 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 necessary, add descriptions to each filter. Descriptions are visible to all users and offer clarity regarding the purpose of each filter.

Click "Apply" to finalize 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 desired filter. Adjust the filter properties to refine your view as needed.

The dashboard widgets will automatically update based on the applied filters.

By following the steps outlined above, you can add, apply, and manage filters with ease, enabling enhanced data insights tailored to your needs.

How Quick Filters Work with Existing Widget-Level Filters

Quick Filters and widget-level filters operate together using AND logic. This means that a Quick Filter does not override a widget-level filter but instead adds another layer of filtering. To ensure accurate data and avoid filtering conflicts, it is recommended to 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 attempt 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 ensures data accuracy and prevents unnecessary filtering conflicts.

✍️Important Notes

1. Quick Filters are specific to each dashboard and must be configured separately for each dashboard.
2. Only users with full or edit access to the dashboard can add Quick Filters.
3. Users with view access can utilize the filters but are unable to modify them.
4. Filters are saved within your current browser session. If you revisit the dashboard within the same session, your last-selected filters will remain applied.
5. Quick Filters are personal and apply only to the user who set them. They will not affect other users' views of the dashboard.
6. 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.