Add, Edit, or Delete a Filter on a Dashboard

Video Overview

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