Tip of the Week - Customized User Filters for Views in Dashboard

Tip of the Week - Customized User Filters for Views in Dashboard

Did you know that you can associate/disassociate user filters with the reports in your dashboard? 

Zoho Analytics allows you to include/exclude user filters for the views in the dashboard. Say, you have multiple reports in your dashboard and you do not want certain user filters to affect certain reports. This is where the include/exclude user filter option comes in handy. 

Follow the below steps to include/exclude user filters for the reports in your dashboard:
  1. Click the More icon in the required report in your dashboard.
  2. Select Options from the drop-down menu.
  3. Click the Customize link inline to Apply Dashboard Filters option.
  4. In the Customize dashboard filters dialog, all the user filters in the dashboard will be listed. Select/deselect the required user filters for the report. By default, all the user filters available in the dashboard will be selected.
  5. Once you have chosen the required user filters for the report, click Apply.
Repeat the above steps for all the required views in the dashboard.

      Zoho SalesIQ Resources



            Zoho TeamInbox Resources

              Zoho DataPrep Resources


                  Zoho CRM Plus Resources

                    Zoho Books Resources


                      Zoho Subscriptions Resources

                        Zoho Desk Resources

                          Zoho Projects Resources


                            Zoho Sprints Resources


                              Qntrl Resources


                                Zoho Creator Resources


                                  Zoho WorkDrive Resources




                                      Zoho Campaigns Resources

                                        Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now


                                                      Zoho Show Resources


                                                        Zoho Writer Writer

                                                        Get Started. Write Away!

                                                        Writer is a powerful online word processor, designed for collaborative work.

                                                                  有料プランをご利用の方