Hi
I'm starting to use Dashboard filtering and am finding it very useful however is there a way to lock in which property is filtered on each report? I will try to explain it better below. Apologies if I'm missing something really obvious.
So for instance, I have built a dashboard that reports on sales properties for our sales pipeline. These could be for example number of deals created by sales exec in the last quarter. Then certain events within each deal, e.g. a viewing or a factory visit. Our pipeline can be very long (up a year or more) due to our industry, so it could be that we want to report on a factory visit on a deal that was created 2 or 3 quarters below, but the factory visit occured last quarter.
I've set the create date on all reports to all time to pick up all the deals, and then I have individual reports picking up the different items I want to report on e.g. the factory visits. But when I set a dashboard filter, it's filtering on the create date properties on the report, not just the one I want for that specific report. If I edit the advance filter to remove the unwanted filter from that report, it works perfectly but that goes against the point of the dashboard filter? Is there a way I can say specifically what I want to report against in the dashboard report?
Thank you
Tom
1 Accepted solution
Ah my apologies I understand now.
Unfortunately this currently isn't possible, however there is an Idea submitted already to add this feature --> https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-Remove-Dashboard-Filters-from-Specific-Rep...
I thoroughly recommend adding your vote to the thread, including the problem this will solve, as the product team monitor the Ideas form and pursue features and changes based on impact and popularity.
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OK - I think I'm not making myself clear here! Let's try a different example.
I have a dashboard featuring four reports, spanning 3 objects (Contacts, Boats, Deals). A reference number can exist in a contact (contact has a particular boat of interest), Boats (the stock number of the boat), and Deals (the boat the deal relates to).
In my dashboard, 3 of the reports are single object reports, and one is a custom report utilising the associations between boats and deals.
In my Quick Filters I've joined them all together, as you can see
....however in the advanced tab it is applying two filters to my custom report, because it spans two objects.
This means that the report is inaccurate. For the report itself, I would like to only have ONE of the dashboard filters applied, so only the stock number one. Is there a way to specify which dashboard filter applies to which report, at pre-set dashboard level so that my users don't have to go in and fiddle with advanced filters?
Ah my apologies I understand now.
Unfortunately this currently isn't possible, however there is an Idea submitted already to add this feature --> https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-Remove-Dashboard-Filters-from-Specific-Rep...
I thoroughly recommend adding your vote to the thread, including the problem this will solve, as the product team monitor the Ideas form and pursue features and changes based on impact and popularity.
Did my post help answer your query? Help the community by marking it as a solution.
Hi Tom,
The best you can do with this is to pin it as a quick filter so that your users have it ready at their fingertips and can apply it themselves. If you are looking to have the filter always-applied, you need to set that at the report level.
There's some really useful info here that clarifies --> https://knowledge.hubspot.com/dashboards/use-dashboard-filters
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Hi Tom,
When you say "If I edit the advance filter to remove the unwanted filter from that report" are you talking about in the actual report or on the dashboard? If so, this might help. If not, then I apologise!
If you've missed the "advanced filters" button on the dashboard, hit that (1) and you can set the Factory Visit Date property to filter on the date range you need.
If you hit Quick Filters on that popup (2) you can add it as a quick filter (3) to your dashboard for your convenience.
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