Sub Account Dashboard and Reporting: Quick Filters for Dashboards

Mar 13, 2025

Quickly analyze your data with personalized filters, even without edit access.

👀 What’s New?

– Quick Filters: Now, dashboard owners can add filters for all users to access without needing edit permissions.
– User-Specific Configurations: Each user can save their own quick filter values, ensuring a personalized and efficient experience.

👷 How It Works:

Adding Quick Filters:
1. Dashboard owners can add relevant filters from the new “Quick Filters” menu.
2. Users can view and apply these filters without requiring edit access.
Using Quick Filters:
1. Easily apply filters to widgets on a dashboard to focus on what matters most.
2. Filters are applied per data source, ensuring precise and relevant insights.

⭐ Why it Matters:

– Empower everyone to get valuable insights without the risk of accidental edits.
– Save time with user-specific filter configurations for tailored analysis.
– Improve collaboration by giving all team members access to impactful filters.

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