<aside> 💡 This document reviews dashboard filters and how to add or remove them from dashboards.
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Dashboard filters are a powerful feature in Ashby that allow you to add or configure filters at the dashboard level that can be quickly applied to all reports on a dashboard. They allow you to build dashboards that can be filtered to specific departments, recruiters, etc., **without having to copy reports and dashboards.
An example of a dashboard in which all reports are filtered down to the Marketing department.
The Loom video below will teach you how to use dashboard filters in Ashby.
https://www.loom.com/share/ba7a4863cacb468eb3afef7ca99ecd1a
To add a filter, navigate to your dashboard (make sure you are on the Dashboard Edit View) and click “Add Filter.”
Find the field you would like to filter by. For filters attached to a user, use the “User” field. You will be able to identify what user role you are filtering for at the report level.
Connect the filter to each of the reports you want the filter to be applied to. When you click on the filter icon, you will be prompted to select/search for the field you want to attach the filter to. Pay attention to the subject the filter is anchored on. For example, a recruiter at the job level and the job consideration level could be different.
Green - All dashboard filters on the dashboard have been applied to the report Grey - Some dashboard filters on the dashboard have been applied to the report Red - No dashboard filters on the dashboard have been applied to the report
If you would like, you can require a filter to be applied to all of the reports on a dashboard. To do this, check the box next to “Require value.” You will see the alert below if any of the reports are not connected to the required filter.
<aside> ☝ Dashboard filters are applied in the dashboard view and do not change the filters of the underlying report.
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To delete a dashboard filter, select the Trash icon next to the filter and click Delete.
