How to use filters in the dashboards

Benefits

• Customizable insights: Adjust dashboard KPIs to focus on the most relevant data for your analysis.
• Flexible filtering: Apply filters by categories, dates, locations, and more to tailor your data view.
• Save and reuse filters: Bookmark your favorite filter combinations for quick access.

How to use filters

Filters are a powerful tool for customizing the KPI values displayed on your dashboards. They are located on the right side of the dashboard and can be opened or closed as needed for convenience.

Opening and Closing Filters

• Filters are open by default to have quick access to them and visualize the applied filters
• Click the "Close Filters >>" button to hide the filters
• To open again the filters, click "Open Filters >>."

Default state

All filters include all values by default, displaying "Include all". No filter is applied unless specified.

Select filter values

Click the pen icon to modify a filter. Choose specific values and click Apply. To reset the filter, select "Include all (no filter applied)" at the top of window.

Deselect  filter values

To remove a selected filter value click on it or use the pen icon to deselect options. 

Reset all filters

Click the circular arrow to reset all filters, restoring the default "Include all" state.

Dependent filters

Some filters depend on the values selected in the previous filter. You can recognize those filters because of a grey arrow under it that points to the dependent filter. To use them:

1. Choose a value in the first filter.
2. Select related values in the second filter based on the first filter’s selection.

Disable a filter

Use the eye icon to turn off a filter entirely, making it inactive. Disabling a filter removes this filtering capability completely from the dasboard.