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Tutorial: How Do I Add A Saved Filter To A Dashboard?

 

This tutorial is interactive. To move to the next step, please follow the prompts showing you where to click, or use the < and > arrows along the bottom.

 

10 STEPS

1. This tutorial will teach you how to add a saved filter into your dashboard.

Step 1 image

2. Click the X on your current filter pill to remove it.

Step 2 image

3. Click + Add filter.

Step 3 image

4. Click Choose filter within the Select saved filter option.

Step 4 image

5. You will then be given a list of saved filters to choose from.

Step 5 image

6. Click on a filter to see more information.

Step 6 image

7. You can then see who owns the filter and the conditions applied.

Step 7 image

8. Click a new saved filter.

Step 8 image

9. Click Apply.

Step 9 image

10. Click Close.

Your dashboard will then update with the new saved filter conditions.

You have now completed the tutorial.

Step 10 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2537763/Dashboards---Adding-A-Saved-Filter