Dashboards & Reporting

Robertsantos
Member

choose filters in dashboard

SOLVE

How do I add other filters to filter all reports?

Robertsantos_0-1651785303252.png

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

choose filters in dashboard

SOLVE

Hi @Robertsantos,

 

Dashboard filters are limited to what you see in the dropdown of your screenshot. For additional filters, you would have to go into each report and apply the filter one by one. This does not yet work for reports created with the new custom report builder, see here.

 

Other users have already requested improvements to the filter functionality. I'd recommend upvoting and commenting on the two ideas below. The product team reviews these based on their popularity:

 

Allow Dashboard Filters to Override Custom Reports

Filter Dashboards by ANY field

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

choose filters in dashboard

SOLVE

Hi @Robertsantos,

 

Dashboard filters are limited to what you see in the dropdown of your screenshot. For additional filters, you would have to go into each report and apply the filter one by one. This does not yet work for reports created with the new custom report builder, see here.

 

Other users have already requested improvements to the filter functionality. I'd recommend upvoting and commenting on the two ideas below. The product team reviews these based on their popularity:

 

Allow Dashboard Filters to Override Custom Reports

Filter Dashboards by ANY field

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.