TABLE OF CONTENTS
Adding Quick Filters to a Dashboard
Step 1: Navigate to the Dashboard
- Open the dashboard where you want to add Quick Filters.
Step 2: Access the Quick Filters Menu
- Click on the “Quick Filters” button at the top of the dashboard.
Step 3: Add Filters
- Click on the ”+ Add Quick Filters” button.
- A sidebar will appear with available filters categorized by data source.
- Use the search bar to find specific filters or browse categories.
Step 4: Select Filters
- Check the boxes next to the filters you want to add.
- Click “Add” to proceed.
Step 5: Review and Apply
- Review the selected filters and add descriptions if needed.
- Descriptions are visible to all users and help them understand the purpose of each filter.
- Click “Apply” to finalize the setup.
Using Quick Filters
Step 1: Navigate to the Dashboard
- Open the dashboard where Quick Filters are configured.
Step 2: Apply a Filter
- Use the Quick Filter bar to select and apply a filter.
- Adjust filter properties to refine your view.
Step 3: View Filtered Results
- The widgets will update based on the applied filters.
How do Quick Filters work with existing widget level filters
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Quick filters and widget filters work together using AND logic. This means a quick filter does not override a widget-level filter—it adds to it.
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To avoid incorrect or missing data, use widget filters for widget-specific needs and quick filters for broader, team-wide filtering.
Example:
If you set:-
Widget filter: Appointment status = Confirmed
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Quick filter: Appointment status = Cancelled
The system will try to show appointments where the status is both Confirmed AND Cancelled—which is not possible, resulting in no data.
✅ Best Practice: Use quick filters for flexible filtering across the team and avoid duplicating similar filters at the widget level
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