When exporting a report from a dashboard the Dashboard filter should be also applied

Leadstreet-M

Hi,

When using a dashboard filter on a dashboard, all reports in this dashboard are filtered.

However, when you export a report in this dashboard, the dashboard filter isn't applied.

This results in an export that is different from what you see on the report in the dashboard.
E.g. filtering won deals for a single sales rep, while the export gives all the won deals for all sales reps.
This is confusing and sometimes frustrating if the user isn't getting what he's expecting.

This behaviour was confirmed by HS Support.

It would seem better if the dashboard filter would also be applied when exporting a report.

1 Reply
clioi
Top Contributor

Yes, need this desperately!