Quick Filters on Dashboards
Quick Filters in Stack are a powerful tool that lets you analyze dashboard widgets without needing edit permissions. This feature allows you to apply filters individually, ensuring a personalized experience while maintaining the dashboard’s integrity. Each user can save their own filter settings, making the experience unique to them.
Adding Quick Filters to a Dashboard
Section titled “Adding Quick Filters to a Dashboard”Step 1: Navigate to the Dashboard
Section titled “Step 1: Navigate to the Dashboard”Open the dashboard where you want to add Quick Filters.
Step 2: Access the Quick Filters Menu
Section titled “Step 2: Access the Quick Filters Menu”Click on the Quick Filters button located at the top of the dashboard.
Step 3: Add Filters
Section titled “Step 3: Add Filters”- Click on the + Add Quick Filters button.
- A sidebar will appear, showing available filters categorized by data source.
- Use the search bar to find specific filters or browse through the categories.
Step 4: Select Filters
Section titled “Step 4: Select Filters”- Check the boxes next to the filters you want to add.
- Click Add to proceed.
Step 5: Review and Apply
Section titled “Step 5: Review and Apply”- Review the selected filters and add descriptions if needed. Descriptions help all users understand the purpose of each filter.
- Click Apply to finalize the setup.
Important Notes:
- Quick Filters are specific to each dashboard and must be configured separately for each one.
- Users with view access can use the filters but cannot modify them.
Using Quick Filters
Section titled “Using Quick Filters”Step 1: Navigate to the Dashboard
Section titled “Step 1: Navigate to the Dashboard”Open the dashboard where Quick Filters are configured.
Step 2: Apply a Filter
Section titled “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
Section titled “Step 3: View Filtered Results”The widgets will update based on the applied filters.
Important Notes:
- Filters apply only to widgets using the same data source as the filter property.
- 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 Filters
Section titled “How Quick Filters Work with Existing Widget 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.
Example:
- Widget filter: Appointment status = Confirmed
- Quick filter: Appointment status = Cancelled
The system will try to show appointments where the status is both Confirmed AND Cancelled, which is not possible, resulting in no data.
Best Practice: Use Quick Filters for flexible filtering across the team and avoid duplicating similar filters at the widget level.