Use filters to find data on your dashboard quickly and easily. By applying filters, you can narrow down the data that appears on your dashboard or multiple dashboards based on specific criteria. This way only the most relevant data is displayed on your screen to help you identify patterns, trends, and data points within the larger data set.
For example, let's say you're managing a team of field technicians who record data about their service calls. If you want to quickly see how many service calls were made in a specific region and how long it took them to complete those calls, you can apply a dashboard filter. This filter can narrow down the data to only show service calls in that specific region. It can then further filter the data to only show calls that were completed within a certain time frame.
This will allow you to easily view and analyze the data that is most relevant to your current needs. It can also help you identify any trends or patterns that may be affecting your team's performance.
There are two ways to filter your dashboards:
- Quick filtering
- Advanced filtering
This article will explain how to use each filtering method so you can quickly gain insights into your team's performance.
You can now filter your dashboards by user group for a clearer view of data sets for each of your teams.To do this, just use the new User Groups drop-down menu at the top of the My Dashboard page.
You can quickly filter your dashboard data by time period or user. To do this, simply use the provided Date, User, and User Group drop-down menus at the top of the Dashboards page in the Portal.
- Sorting by time period:
- Sorting by user:
- Sorting by user group:
Create advanced custom filters for your dashboards to sort by field data associated with submissions, users in your account, and time periods.
To create a new advanced filter:
- On the Dashboards page in the Portal, select the gray + button at the top (next to the User filter).
- In the New Filter window, create your filter by choosing your form, field, operator, and value.
- Select Apply to view this filter on your selected dashboard.
Once you have created an advanced filter, it will remain saved to the dashboard until removed. You can add as many filters as necessary to achieve your ideal data view.
To edit an advanced filter:
- Hover over the advanced filter
- Select any of the following actions:
In the example below, we've applied the standard quick filters (Date and User) and two advanced filters (Milk Type and Amount of Milk).
If we want to edit, disable/enable, or delete an advanced filter, we can simply hover over it and select an action.
If we disable the Milk Type filter, it will look like this.