Filters on Dashboards - Do all Users See my filters

KWEBER1
メンバー

Hi, 

 

I understand that using quick filters or advanced filters on my dashboard shouldn't affect other users. My question is, if I click onto a report, adjust a filter, and hit "update existing report," will all other users see this filter now?

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Lucila-Andimol
解決策
最優秀メンバー | Platinum Partner
最優秀メンバー | Platinum Partner

Hi @KWEBER1 

Yes, as Frank mentioned.

Dasboard filters can be seen only by you or saved for everyone

but with reports if you afect the setup of the reports, this will be replicated for everyone.

More info about dashboard filters here

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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Lucila-Andimol
解決策
最優秀メンバー | Platinum Partner
最優秀メンバー | Platinum Partner

Hi @KWEBER1 

Yes, as Frank mentioned.

Dasboard filters can be seen only by you or saved for everyone

but with reports if you afect the setup of the reports, this will be replicated for everyone.

More info about dashboard filters here

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 いいね!
franksteiner79
名誉エキスパート

Hi @KWEBER1 

 

The answer is yes.

 

If you update the report, it will update it for everyone seeing that report.

 

Just to be clear your post refers to dashboard filters and then you talk about report filters/settings, these are two different things though.

 

Frank

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Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

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