Last updated: April 4, 2024
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Using properties or custom properties, apply filters across all of your single object and cross object reports in your dashboards. Create quick filters to group multiple properties.
Apply a dashboard level filter
- In your HubSpot account, navigate to Reporting & Data > Dashboards.
- In the top left, click Advanced filters.
- Click + Add filter.
- Search for and select your property. When searching, view the number of results that contain the keyword and refine your results by deselecting data sources. In the Recently used properties section, you can view the three most recently selected properties used to filter in the dashboard. Learn more about filtering your records.
- Set the criteria for the filter, then click Apply filter. When configuring your filter, view the data source used by the report in the bottom left of each report.
- To apply additional filters, click + Add filter.
Please note: when a dashboard filter is applied, the filter will only affect reports that use the data source that the property belongs to. For example, if filtering by the Contact owner property under the Contact data source, only reports using that data source will be affected.
- When you have applied your dashboard filters, you can hover over the information icon to view the filters applied to the dashboard and the individual reports. Reports on dashboards will display data based on the dashboard filters AND existing report filters applied.
- Dashboard filters: lists the filters that have been applied to report filters.
- Individual report: lists the filters applied to the report and any overridden report filters.
Please note: if viewing an individual report from the view & filter action, filters set at the dashboard level will not be applied.
Apply a frequency to a dashboard
To set a frequency for your dashboard:
- In your HubSpot account, navigate to Reporting & Data > Dashboards.
- In the top left, click Advanced filters.
- Click the Frequency dropdown menu and select a frequency for your dashboard.
- To use your fiscal year settings, click the Use Fiscal Year check box.
Create and use quick filters on your dashboard
Quick filters can be used to pin properties to the top of the dashboard for easy access and to allow other users to use the same filters.
Create a quick filter
To pin properties to the top of the dashboard:
- In your HubSpot account, navigate to Reporting & Data > Dashboards.
- In the top left, click Advanced filters.
- Navigate to the Quick filters tab. Then, click + Add quick filters.
- In the right panel, select the checkbox next to the property you want to add as a quick filter to the dashboard.
- Click Add.
- The quick filter will be added to the dashboard and can be configured in the top left. You can add up to five quick filters to a dashboard.
Please note: quick filters are specific to a dashboard, users will need to set up quick filters on a per dashboard basis. Also, only owners and users with edit permissions or above for a dashboard can add, edit, or remove quick filters.
Create a quick filter using multiple properties
You can select multiple properties to group together in one quick filter, and add a custom label and description.
- The properties grouped together must have the same property type. For example, Activity date and Create date within the Deals data source can be grouped together because they are both date properties.
- The operators and values of properties in a quick filter must be the same type to be grouped together. For example, Contact owner and Deal owner can be grouped because the value for the filter can only be Hubspot users.
- To use a property in a quick filter, they must not already be added to the dashboard.
- In your HubSpot account, navigate to Reporting & Data > Dashboards.
- In the top left, click + Quick filters.
- In the box, click Create or Edit.
- Click the checkbox next to the properties you want to add to your quick filter.
- Click Customize.
- Enter a label and a description for your quick filter.
- Then, click Save.
Generate dynamic quick filters
Create dynamic quick filters based on the reports in your dashboard. Dynamic quick filter groups allow you to quickly narrow down the data displayed to only those records that are most important. For example, when generating the Owners dynamic quick filter, it will analyze the reports on your dashboard and will generate a filter that automatically updates and groups owner properties.
The dynamic Date range quick filter will be generated based on any date property set in your reports, and will only affect that property of each report when applied to the dashboard.
- If a dynamic quick filter is edited, dynamic functionality will be removed. It will instead become an advanced filter that will need to be manually updated.
- To generate a dynamic quick filter using multiple properties, there must be at least one single object report on the dashboard.
- In your HubSpot account, navigate to Reporting & Data > Dashboards.
- In the top left, click + Quick filters.
- Click the checkbox next to the dynamic quick filter you want to add to your dashboard. Then, click Add.
Manage and share your dashboard filters
- To edit applied dashboard filters:
- In your HubSpot account, navigate to Reporting & Data > Dashboards.
- In the top left, click Advanced filters.
- Click an existing filter and edit its criteria.
- Click Update filter.
- To delete a dashboard filter:
- In your HubSpot account, navigate to Reporting & Data > Dashboards.
- In the top left, click Advanced filters.
- Hover over an existing filter and click the delete icon.
To remove a quick filter from a dashboard:
- In the top left, click Advanced filters.
- Navigate to the Quick filters tab.
- Click the delete icon to remove the quick filter.
To email a dashboard with filters applied:
- Apply your filters.
- In the top right, click the Actions dropdown menu. Then select email this dashboard.
- In the Dashboard context section, select Send with current dashboard filters. The email will be sent with the filters that are applied to the dashboard at that time.
- Click Send now.
How do dashboard level filters interact with reports?
Dashboard filters only apply to reports that use the same data source that was applied when the filter was created. When you apply a dashboard level filter, that filter will get added to any existing report level filters for reports that have the same data source of the dashboard level filter using AND logic.
If a report level filter matches a dashboard level filter, then the dashboard level filter takes precedence and overrides the report level filter. For example, if a report has a report level filter of Contacts: Create date is Yesterday, but the dashboard level filter is Contacts: Create date is Tomorrow, then the dashboard level filter will override the report level filter.
However, for custom reports with more complex filters (i.e. reports with AND/OR statements and different groupings of filters), if a dashboard level filter overlaps with the report level filter, it does not override the report level filter and instead simply gets added onto the report level filter using AND logic.
Frequency
You can also set the frequency field for reports on a dashboard level. To do so, you must have a dynamic Date range quick filter added to the dashboard.
To set the frequency field for the dashboard:
- Click the dynamic Date range quick filter.
- Select a frequency option.
- Click Apply.
Changing the dashboard level frequency in the Date Range quick filter will update the frequency setting applied to all your Single Object reports. For reports built in the Custom Report builder, the frequency setting of your reports date field will be updated if there is only one date field used in your report that has a frequency set.
- Journey reports.
- Reports created from datasets.
- The Contacts created and worked totals with deals created and won totals report from the report library.
