Quick Filters on Dashboards

Quick Filters let you analyze dashboard data without needing edit permissions. Apply filters individually to focus on what matters most — like specific enrollment stages, age groups, or time periods — while keeping the dashboard intact for everyone else.

Your Quick Filters are saved at the user level, so each person on your team can personalize their view without affecting others.

Important: Quick Filters currently only work with custom widgets (those you've created). They do not apply to the default General Widgets.

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 the "Quick Filters" button at the top of the dashboard.

Step 3: Add Filters

Click "+ Add Quick Filters." A sidebar will appear with available filters organized by data source.

Use the search bar to find specific filters or browse through the 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 your selected filters and add descriptions if needed. Descriptions are visible to all users and help your team understand the purpose of each filter.

Click "Apply" to finalize the setup.

Keep in mind:

  • Quick Filters are specific to each dashboard. You'll need to configure them separately for every dashboard.
  • Only users with full or edit access to the dashboard can add Quick Filters.
  • Users with view access can use the filters but cannot modify them.

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

Your widgets will update based on the applied filters.

Important: Filters apply only to widgets that use the same data source as the filter property. 

Example: A filter for the Tags property under the Family data source will affect only widgets using the Family data source.
Pro tip: Filters only apply to you — they don't affect other users. Your filters are saved within your current browser session. If you revisit the dashboard in the same session, your last-selected filters will remain applied.

How Quick Filters Work with Existing Widget-Level Filters

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.

To avoid incorrect or missing data, use widget filters for widget-specific needs and quick filters for broader, team-wide filtering.

Example of a conflict: 

If you set:

  • Widget filter: Tour status = Scheduled
  • Quick filter: Tour status = Completed

The system will try to show tours where the status is both Scheduled AND Completed — which is impossible, resulting in no data.

Best Practice: Use quick filters for flexible filtering across your team and avoid duplicating similar filters at the widget level.