Add, Edit, or Delete a Filter on a Dashboard

Video Overview

Disclaimer: This video was recorded using an earlier version of Assignar. As the platform is continuously evolving, some screens, features, or workflows shown may differ from what you currently see in your environment.

How to add a filter to a Dashboard

1. Go to Insights > All Insights > open the appropriate dashboard
2. Click on the three-dot-menu ⋮ at the top-right > Edit dashboard
3. Click on Filters from the top menu bar > Add Filter
4. Search and select the filter you'd like to apply > click Add
5. Click Save from the top menu bar
6. Click on the filter and select the appropriate fields
7. Click on the refresh button

How to edit a filter on a Dashboard

1. Click on the three-dot-menu ⋮ at the top-right > Edit dashboard
2. Click on the three-dot-menu ⋮ next to the filter > Edit > make the appropriate edits
3. Click Save from the top menu bar

How to delete a filter on a Dashboard

1. Click on the three-dot-menu ⋮ at the top-right > Edit dashboard
2. Click on the three-dot-menu ⋮ next to the filter > Delete
3. Click Save from the top menu bar