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Quick Filters on Dashboards

Quick Filters on Dashboards

2 min read555 words7 explained imagesUpdated Wed, 24 Sep, 2025 at 1:37 PM
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  1. Step 1: Navigate to the Dashboard
  2. Step 2: Access the Quick Filters Menu
  3. Step 3: Add Filters
  4. Step 4: Select Filters
  5. Step 5: Review and Apply
  6. Step 1: Navigate to the Dashboard
  7. Step 2: Apply a Filter
  8. Step 3: View Filtered Results
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Quick Filters empower users to analyze dashboard widgets without requiring edit permissions. This feature ensures that users can apply filters individually, reducing the need for manual adjustments and protecting dashboard integrity. Quick Filters are saved at the user level, meaning each user can have their personalized filtering experience.
Important: Quick Filters currently only work with custom widgets (those you’ve created). They do not apply to the default General Widgets.

TABLE OF CONTENTS

Adding Quick Filters to a Dashboard

Step 1: Navigate to the Dashboard

  • Open the dashboard where you want to add Quick Filters.

Step 2: Access the Quick Filters Menu

  • Click on the "Quick Filters" button at the top of the dashboard.
    Step 1 of 1: Click on the "Quick Filters" button at the top of the dashboard What this shows Step 1 of 1: Click on the "Quick Filters" button at the top of the dashboard. What this shows Shows what to click for step 1 of 1 in the "Step 2: Access the Quick Filters Menu" section of "Quick Filters on Dashboards". This screenshot accompanies step 1 of 1 in the "Step 2: Access the Quick Filters Menu" section of "Quick Filters on Dashboards". At this point in the walkthrough you click on the "Quick Filters" button at the top of the dashboard. Step 1 of 1Image 1 of 7 What to clickClick on the "Quick Filters" button at the top of the dashboard.

Step 3: Add Filters

  • Click on the "+ Add Quick Filters" button.
    Step 1 of 3: Click on the "+ Add Quick Filters" button What this shows Step 1 of 3: Click on the "+ Add Quick Filters" button. What this shows Shows what to click for step 1 of 3 in the "Step 3: Add Filters" section of "Quick Filters on Dashboards". This screenshot accompanies step 1 of 3 in the "Step 3: Add Filters" section of "Quick Filters on Dashboards". At this point in the walkthrough you click on the "+ Add Quick Filters" button. The next step is to a sidebar will appear with available filters categorized by data source. Step 1 of 3Image 2 of 7 What to clickClick on the "+ Add Quick Filters" button. Next stepA sidebar will appear with available filters categorized by data source.
    All 3 steps in this procedure
    1. Click on the "+ Add Quick Filters" button. this image
    2. A sidebar will appear with available filters categorized by data source.
    3. Use the search bar to find specific filters or browse categories.
  • A sidebar will appear with available filters categorized by data source.
  • Use the search bar to find specific filters or browse categories.

Step 4: Select Filters

  • Check the boxes next to the filters you want to add.

  • Click "Add" to proceed.

    Step 2 of 2: Click "Add" to proceed What this shows Step 2 of 2: Click "Add" to proceed. What this shows Shows what to click for step 2 of 2 in the "Step 4: Select Filters" section of "Quick Filters on Dashboards". This screenshot accompanies step 2 of 2 in the "Step 4: Select Filters" section of "Quick Filters on Dashboards". At this point in the walkthrough you click "Add" to proceed. For context, this section explains: Check the boxes next to the filters you want to add. Click "Add" to proceed. Step 2 of 2Image 3 of 7 What to clickClick "Add" to proceed.
    All 2 steps in this procedure
    1. Check the boxes next to the filters you want to add.
    2. Click "Add" to proceed. this image

Step 5: Review and Apply

  • Review the selected filters and add descriptions if needed.

    Step 1 of 3: Review the selected filters and add descriptions if needed What this shows Step 1 of 3: Review the selected filters and add descriptions if needed. What this shows Shows what this covers for step 1 of 3 in the "Step 5: Review and Apply" section of "Quick Filters on Dashboards". This screenshot accompanies step 1 of 3 in the "Step 5: Review and Apply" section of "Quick Filters on Dashboards". At this point in the walkthrough you review the selected filters and add descriptions if needed. The next step is to descriptions are visible to all users and help them understand the purpose of each filter. Step 1 of 3Image 4 of 7 What this coversReview the selected filters and add descriptions if needed. Next stepDescriptions are visible to all users and help them understand the purpose of each filter.
    All 3 steps in this procedure
    1. Review the selected filters and add descriptions if needed. this image
    2. Descriptions are visible to all users and help them understand the purpose of each filter.
    3. Click "Apply" to finalize the setup.

  • Descriptions are visible to all users and help them understand the purpose of each filter.

    Step 2 of 3: Descriptions are visible to all users and help them understand the… What this shows Step 2 of 3: Descriptions are visible to all users and help them understand the purpose of each filter. What this shows Shows what this covers for step 2 of 3 in the "Step 5: Review and Apply" section of "Quick Filters on Dashboards". This screenshot accompanies step 2 of 3 in the "Step 5: Review and Apply" section of "Quick Filters on Dashboards". At this point in the walkthrough you descriptions are visible to all users and help them understand the purpose of each filter. The next step is to click "Apply" to finalize the setup. Step 2 of 3Image 5 of 7 What this coversDescriptions are visible to all users and help them understand the purpose of each filter. Next stepClick "Apply" to finalize the setup.
    All 3 steps in this procedure
    1. Review the selected filters and add descriptions if needed.
    2. Descriptions are visible to all users and help them understand the purpose of each filter. this image
    3. Click "Apply" to finalize the setup.

  • Click "Apply" to finalize the setup.

Important Note:

1. Quick Filters are specific to each dashboard. You’ll need to configure them separately for every dashboard.
2. Only users with full or edit access to the dashboard can add Quick Filters.
3. Users with view access can use the filters but cannot modify them.

Using Quick Filters

Step 1: Navigate to the Dashboard

  • Open the dashboard where Quick Filters are configured.
    Step 1 of 1: Open the dashboard where Quick Filters are configured What this shows Step 1 of 1: Open the dashboard where Quick Filters are configured. What this shows Shows where to go for step 1 of 1 in the "Step 1: Navigate to the Dashboard" section of "Quick Filters on Dashboards". This screenshot accompanies step 1 of 1 in the "Step 1: Navigate to the Dashboard" section of "Quick Filters on Dashboards". At this point in the walkthrough you open the dashboard where Quick Filters are configured. Step 1 of 1Image 6 of 7 Where to goOpen the dashboard where Quick Filters are configured.

Step 2: Apply a Filter

  • Use the Quick Filter bar to select and apply a filter.

  • Adjust filter properties to refine your view.

    Step 2 of 2: Adjust filter properties to refine your view What this shows Step 2 of 2: Adjust filter properties to refine your view. What this shows Shows what this covers for step 2 of 2 in the "Step 2: Apply a Filter" section of "Quick Filters on Dashboards". This screenshot accompanies step 2 of 2 in the "Step 2: Apply a Filter" section of "Quick Filters on Dashboards". At this point in the walkthrough you adjust filter properties to refine your view. Step 2 of 2Image 7 of 7 What this coversAdjust filter properties to refine your view.
    All 2 steps in this procedure
    1. Use the Quick Filter bar to select and apply a filter.
    2. Adjust filter properties to refine your view. this image

Step 3: View Filtered Results

  • The widgets will update based on the applied filters.
Important Note:

Filters apply only to widgets that use the same data source as the filter property.

Example: A filter for the Tags property under the Contact data source will affect only widgets using the Contact data source.
Important Note:

Filters only apply to the user who set them — they don’t affect other users.

Filters are saved within your current browser session. If you revisit the dashboard in the same session, your last-selected filters will remain applied.

How do Quick Filters work with existing widget level filters

  • Quick filters and widget filters work together using AND logic. This means a quick filter does not override a widget-level filter—it adds to it.
  • To avoid incorrect or missing data, use widget filters for widget-specific needs and quick filters for broader, team-wide filtering.
    Example:
    If you set:
    • Widget filter: Appointment status = Confirmed
    • Quick filter: Appointment status = Cancelled
      The system will try to show appointments where the status is both Confirmed AND Cancelled—which is not possible, resulting in no data.
      ✅ Best Practice: Use quick filters for flexible filtering across the team and avoid duplicating similar filters at the widget level

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