dashboard Quick filters not Working

S_p — Thu, 11 Jul 2024 12:54:07 GMT

Hi team,

I've encountered an issue with the dashboard's quick filter when applied to specific reports.

The quick filter is intended to filter data across all reports on the dashboard.
However, some reports are not being affected by the filter and remain unchanged.

Please refer to this post; it will greatly assist us.

Re: dashboard Quick filters not Working

karstenkoehler — Thu, 11 Jul 2024 12:56:10 GMT

Hi @S_p,

There are some limitations to quick filters: https://knowledge.hubspot.com/dashboards/use-dashboard-filters

Please note: when a dashboard filter is applied, the filter will only affect reports that use the data source that the property belongs to. For example, if filtering by the Contact owner property under the Contact data source, only reports using that data source will be affected.

Dashboard filters will not apply to the following reports: Journey reports, Reports created from datasets, and the Contacts created and worked totals with deals created and won totals report from the report library.

For pipeline and funnel-based reports, the date property for these reports can't be changed on the dashboard filter level. To change the date range filter for these reports, click the View and filter icon on the report.

Some filters won't apply to reports even if the data source of the filter and report are the same. These are properties that only affect single object reports that weren't built in the custom report builder.

Please check if the reports that remain unchanged belong to these exceptions. If they do, this is currently expected behavior. HubSpot will likely continue to work on this and improve upon the feature.

Best regards

topic Re: dashboard Quick filters not Working in Dashboards & Reporting

dashboard Quick filters not Working

Re: dashboard Quick filters not Working