Overview
A dashboard filter lets anyone viewing your dashboard narrow every tile at once, for example to a date range, a market, or a status, without editing the queries behind the tiles.
In this article, we'll be covering how to add a filter, how to connect it to tiles that use different field names, how to set defaults and required values, and the date expressions you can type into a date filter.
Add a filter
- Open your dashboard in edit mode.
- Select Add, then Filter.
- Choose the field the filter is based on. This decides the filter's type (date, text, number) and the values offered.
- Select Add.
In the filter's Settings tab you can rename it, add a description shown to viewers, change how it displays (dropdown, buttons, date picker), and set a Default value applied when the dashboard opens.
Connect the filter to your tiles
A filter is applied automatically to every tile that uses the same field. When tiles use different fields for the same idea, for example one query uses Invoice date and another uses Payment date, map them by hand:
- Open the filter and go to the Mapping tab.
- For each tile, pick the field the filter should apply to.
- Uncheck any tile the filter should not affect.
Field types must match: a date filter maps only to date fields, a text filter only to text fields. If a tile's field isn't offered, its type is different.
Make a filter required
Turn on Require a value for this filter to keep connected tiles empty until the viewer picks a value. Use Block all tiles until set to hold the whole dashboard. This is useful for large reports where an unfiltered run would be slow.
Understand what viewers can do
Viewers change filter values freely, and every connected tile updates. Their choices are not saved: the next time they open the dashboard, the defaults apply again. Downloads and deliveries use the filter values in effect when they run.
Type dates and ranges
Date filters accept typed expressions as well as the picker. Examples:
- last 30 days, last 12 weeks, last 6 months
- this month, last month, this quarter, this year
- 7 complete days ago (excludes today), 2026-01-01 to 2026-03-31
Two rules worth knowing:
- "Last N months" starts at the beginning of a month, not N months back from today's date.
- A range ending on a date stops at the start of that date. To include March 31, end the range on April 1.
Text filters accept several values separated by commas (Active, Pending) and treat them as "any of". Matching is case-sensitive.