Plan requirement
| Subscription | Suite Professional or higher, Explore Professional or higher |
| Access | Agent |
Controls that let a reader change what they see. Useful in small numbers, and a source of wrong conclusions in large ones.
Add one
- Open the dashboard for editing.
- Add a filter or a data selector.
- Choose which reports it affects.
- Set a sensible default.
- Test each option, not just the default.
Set the default carefully
Most readers never change it. The default is therefore the dashboard for almost everybody, so choosing it thoughtlessly leaves a view nobody designed in front of everyone.
Two or three controls
Date range, and one or two of group, brand or channel. Six controls produce combinations you have never looked at, some of which show almost no data and all of which look authoritative.
Five values, on a live dashboard
An applied filter on a live dashboard takes at most 5 attribute values. That is the one limit here that is a number rather than a matter of taste, and it catches people who designed the control on an ordinary dashboard first. Note the end date: live dashboards and live data components are removed on 25 January 2027 and replaced by real-time monitoring, so anything new belongs there instead.
Check which reports a control affects
A filter applying to three of five reports produces a dashboard where half the numbers moved and half did not. Readers do not notice, and they compare them anyway.
Label them plainly
"Team" rather than the field's internal name. The reader is choosing, so the words have to make sense without knowing your configuration.
Test the empty combinations
Somebody will pick a group and a period with no tickets. Make sure that shows as empty rather than as zero performance.
Sometimes two dashboards is the answer
If readers always set the same filter, build it into the report instead. A control everybody sets the same way is a decision you should have made for them.
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