How to use Dashboard Filters

How to use Dashboard Filters

Feature Overview

The Dashboard Filter feature allows  to refine and analyze dashboard data by applying specific conditions. Instead of viewing all responses together, filters help you focus on a particular segment of respondents based on selected criteria.
Once a filter is applied, all widgets and visualizations on the dashboard update automatically to reflect only the responses that match the selected conditions.
Notes
In addition, the dashboard also provides a Lock Filter option.

How to Access Dashboard Filters

  1. Navigate to Dashboards from the main navigation bar.
  2. Open an existing dashboard or create a new one.

   

     3. Add the required reports/widgets from different surveys and Tickets to the dashboard.
     4. At the top of the dashboard, click Add filters.


         5. Select + Add filter inside the filter panel.



In this way you can configured multiple filters on single Dashboard at same time.

Lock Filter Feature

  1. After applying a filter, you can use the Lock Filter option to restrict changes to that filter.
  2. Sometimes, you may want to restrict users from changing certain filters. In such cases, you can apply a filter (e.g., a specific store location) and lock it, ensuring the dashboard always displays data for that selected value without allowing others to modify it.
  3. The Lock icon is located at the top-right corner of the filter box.




When you enable the lock filter and save the changes:

  • The filter becomes restricted .

  • Other users cannot modify or remove the filter.

  • The dashboard will always display results based on the locked filter conditions.

Idea
This is particularly useful when you want to ensure that the dashboard always displays data for a specific group or condition after shared to other user.

Preview of Applied Filters

The applied filters are displayed at the top of the dashboard in preview mode. This allows you to quickly understand which filters are currently applied.
Idea
You can directly interact with applied filters from the preview section without needing to go into edit mode.
What you can do from the filter preview:
  1. Modify filter values : 
    1. Dashboard admin user  & Dashboard view user can select or deselect values using the dropdown available on each applied filter.
  2. Remove a filter 
    1. Dashboard admin user  & Dashboard view user can remove any applied filter directly from the preview section.
    2. Dashboard admin user  & Dashboard view user can remove the lock filter only in edit mode of dashboard.



Saving and Sharing the Dashboard

After applying and locking the filter:

  1. Click Save from the top bar of the dashboard.

     
       2.You can then share the dashboard with other different users based on their uses.
      3. The shared user must have Dashboard User or Dashboard Admin access.

 

Info
Once the dashboard is shared, the applied filters will remain active.



Filter Behavior for Different User Roles

The behavior of locked filters depends on the user role.

Dashboard View User

  • View the dashboard
  • Apply additional filters on Dashboard 
  • Analyze the dashboard using temporary filters
InfoHowever, they cannot modify or remove the locked filter.

Dashboard Admin

  • Edit the dashboard
  • Modify applied filters
  • Lock or unlock filters
  • Remove existing filters

This allows administrators to maintain control over the dashboard configuration.



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