Reporting & Analytics

IMilosevic
Participant

How to freeze filters on a report on the dashboard?

SOLVE

Hi community,

I need your help. I am creating a dashboard with five reports. I want to add advanced filters (quick filters) to it, but I only want these filters to affect four out of the five reports. Is this possible? I would really appreciate having this option for advanced data representation.

Thanks 😀

2 Accepted solutions
BérangèreL
Solution
Community Manager
Community Manager

How to freeze filters on a report on the dashboard?

SOLVE

Hi @IMilosevic,

Thank you for asking the Community!

I understand that, on a dashboard, you'd like to be able to only edit the quick filters of some of the reports, not all of the reports.

When looking at it for you, from what I can see on the article related to dashboard filters, these filters in the dashboard level, have been designed to be applied to all reports on the dashboard.

If you'd like to have some filters only on some reports, I'd recommend adding them on the reports themselves, even if I understand that it's not exactly what you were looking for. I am not aware of an option to "lock" the filters on the dashboard.

I'd like to invite a couple of subject matter experts to this conversation: Hi @danmoyle, @Dan1 and @GrantCarlile can you think of a workaround to help @IMilosevic, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you very much and have a wonderful day!

Best,
Bérangère


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View solution in original post

danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

How to freeze filters on a report on the dashboard?

SOLVE

+1 here @BérangèreL. In my experience @IMilosevic, the "dashboard filter" is for the entire dashboard. If you want specific report fiters, you'd create them at the report level. 

Screenshot 2024-04-12 at 3.14.14 PM.png  

Hope that helps! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

View solution in original post

2 Replies 2
BérangèreL
Solution
Community Manager
Community Manager

How to freeze filters on a report on the dashboard?

SOLVE

Hi @IMilosevic,

Thank you for asking the Community!

I understand that, on a dashboard, you'd like to be able to only edit the quick filters of some of the reports, not all of the reports.

When looking at it for you, from what I can see on the article related to dashboard filters, these filters in the dashboard level, have been designed to be applied to all reports on the dashboard.

If you'd like to have some filters only on some reports, I'd recommend adding them on the reports themselves, even if I understand that it's not exactly what you were looking for. I am not aware of an option to "lock" the filters on the dashboard.

I'd like to invite a couple of subject matter experts to this conversation: Hi @danmoyle, @Dan1 and @GrantCarlile can you think of a workaround to help @IMilosevic, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you very much and have a wonderful day!

Best,
Bérangère


Saviez-vous que la Communauté est disponible en Français ?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings!


danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

How to freeze filters on a report on the dashboard?

SOLVE

+1 here @BérangèreL. In my experience @IMilosevic, the "dashboard filter" is for the entire dashboard. If you want specific report fiters, you'd create them at the report level. 

Screenshot 2024-04-12 at 3.14.14 PM.png  

Hope that helps! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/