Quick Answer
What do Quick Filters do?
Quick Filters let users narrow the data shown on a Dashboard without changing the saved widget configuration or dashboard layout. Users with view access can apply existing Quick Filters, while edit or full-access users can create and configure the filters.
Viewing the Right Data Without Changing the Dashboard
You may be using a shared dashboard, but not every metric or record is equally relevant to your role or current task.
Quick Filters let you change the data you see by criteria such as user, date, or status without rebuilding the dashboard or changing its saved widgets.
Because the filtering is user-level, one person can narrow the dashboard to their workload while another person continues using a different view of the same dashboard.
This makes shared dashboards more flexible without requiring separate dashboard builds for every reporting question.
A useful first filter
The original guide recommends adding an Owner / Assigned User Quick Filter so each representative can review the shared dashboard through their own workload.
Quick Filters at a Glance
Before You Begin
Decide whether you need to create new Quick Filters or simply apply filters that have already been configured.
- Confirm whether you have view, edit, or full dashboard access.
- Use edit or full access when new Quick Filters need to be created.
- Use existing Quick Filters with view access when you only need to personalize your data view.
- Identify which properties, such as owner, date, or status, will help narrow the dashboard.
- Check existing widget-level filters so you do not create conflicting conditions.
- Remember that a Quick Filter affects only widgets using a compatible data source.
How to Add Quick Filters
Users with the appropriate dashboard editing access can add Quick Filters that other users can then apply.
Open the Dashboard
Open the dashboard where you want Quick Filters to be available.
Open Quick Filters
Click the Quick Filters control at the top of the dashboard.
Add Quick Filters
Select + Add Quick Filters.
Find the Filter Properties
Browse or search the available filter properties and data sources.
Select the Filters
Choose the filters you want and click Add.
Add Descriptions if Needed
Add optional descriptions when they will help users understand what each filter controls.
Apply the Configuration
Click Apply to make the Quick Filters available on the dashboard.
Creating and applying are different permissions
According to the original guide, users with edit or full access can create Quick Filters. Users with view access can still apply Quick Filters that already exist.
How to Use Quick Filters
Once Quick Filters have been configured, each user can adjust the dashboard view without changing the saved dashboard itself.
Open the Dashboard
Open a dashboard that already has Quick Filters configured.
Choose a Quick Filter
Select the filter you want from the Quick Filter bar.
Select the Filter Value
Choose the appropriate user, date range, status, or other available value.
Review the Updated Widgets
Compatible widgets update automatically based on the selected filter.
The filter changes your view, not everyone else's
Quick Filters are user-level. Applying one does not change the dashboard view for other users.
How Quick Filters Work With Widget Filters
Quick Filters do not replace filters already configured inside an individual widget.
Instead, Quick Filters and widget-level filters work together using AND logic. Both sets of conditions must be true for the data to appear.
Conflicting filters can create an empty result
For example, if a widget is permanently filtered to show Confirmed appointments and the Quick Filter is set to Cancelled, the widget may show no results because both conditions cannot be true at the same time.
Quick Filters and Widget Data Sources
A Quick Filter only affects widgets that use the same or compatible data source as the selected filter property.
If the property does not apply to a widget's underlying data source, that widget will not change when the Quick Filter is applied.
Matching Data Source
The widget responds to the Quick Filter and updates the displayed data.
Different Data Source
The widget remains unchanged because the selected property does not apply to its data.
How Long Quick Filters Stay Applied
The original guide states that Quick Filters are generally saved within the current browser session.
If you close and later reopen the dashboard, you may need to apply those filter values again.
Why Quick Filters Are Useful
Quick Filter Best Practices
Frequently Asked Questions
Can Quick Filters be applied without edit permissions?
Do Quick Filters affect all users?
How long do Quick Filters remain applied?
Can Quick Filters override widget-level filters?
Can Quick Filters be used on all dashboard widgets?
Continue Learning
Continue learning how to configure Dashboard widgets, permissions, and reporting views with these related BizStackPro Help Center guides.
