Dashboards & Reporting

KWEBER1
Member

Filters on Dashboards - Do all Users See my filters

SOLVE

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?

1 Accepted solution
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Filters on Dashboards - Do all Users See my filters

SOLVE

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
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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2 Replies 2
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Filters on Dashboards - Do all Users See my filters

SOLVE

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
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 Upvotes
franksteiner79
Key Advisor

Filters on Dashboards - Do all Users See my filters

SOLVE

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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