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Dashboards

Use dashboard filters (BETA)

Last updated: January 21, 2023

In Beta

Applies to:

All products and plans

Using properties or custom properties, apply filters across all of your single object and cross object reports in your dashboards.

 

 

Please note: you can opt-in to this feature by navigating to your dashboards (Reports > Dashboards), then click Try the new dashboard filters beta in the bottom left of your screen. Click Try beta.

Add dashboard filters

  • In your HubSpot account, navigate to Reports > Dashboards.
  • In the top left, click Dashboard filters.
  • In the right panel, search for and select your property. When searching, view the number of results that contain the keyword and refine your results by deselecting sources. In the Top properties section, you can view the three properties of the selected data source that appear most frequently in the reports that are saved in the account. Learn more about filtering your records.
refine-dashboard-filters
 
  • Set the criteria for the filter, then click Apply filter.
  • To add 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 configured 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 will display data based on the dashboard filters AND existing report filters applied. 
    • Dashboard filters: lists the reports that the filters have been applied to.
    • Individual report: lists the filters applied to the report as well as any report filters that were overridden.

view-filters-applied

Please note: if viewing an individual report from the view & filter action, filters set at the dashboard level will not be applied. 

Manage your dashboard filters

  • To edit your dashboard filters:
    • In your HubSpot account, navigate to Reports > Dashboards.
    • In the top left, click Dashboard filters.
    • Click an existing filter and edit its criteria.
    • Click Update filter.
edit-dashboard-filter
  • To delete a dashboard filter:
    • In your HubSpot account, navigate to Reports > Dashboards.
    • In the top left, click Dashboard filters.
    • Hover over an existing filter and click the delete delete icon.
remove-filter

Please note: dashboard filters will not apply to the below reports:

 

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