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The diagram and table below provide a basic understanding of a filter panel.


Section


Column


Image Modified


Column


Number

Feature

Description

1

Drag filter panel

Click and drag this icon to move the filter panel to another location.

2

Filter properties panel

This button brings up the filter properties panel. Learn more about these properties here.

3

Remove filter panel

Click on this button to delete the filter panel.

4

Link Filters

This button allows you to open set up for manually linking all or multiple filters. (A separate option is available to link individual filters.) Learn more here.

5

+ Filters

This button allows you to add user prompt report filters to the filter panel. Options include adding individual filters, or a filter group. Learn more.

6

Menu option

Click on this menu option to perform actions on this filter panel. Option includes:

  • Close: this option allows you to collapse the filter panel, maximising the amount of room allocated to the display of your report. The filters can always be accessed again by clicking on the left side navigation filter button.

7

Filter 

The filter(s) added to this panel. Select a filter value or ‘all’ using the toggle (see below).

8

Select all

Enables users to select all filter options in a list filter. This appears only if you have a list.

9

Re-order filter

Use the  icon to drag and move a filter above or below another.

10

Individual filter menu

Brings up a menu for the selected filter. Option includes:

  • Link To: allows you to manually link an individual filter to other reports on the dashboard. Learn more about manual filter linking here.

11

Dashboard filter bookmarks

Allows you to bookmark a filtered dashboards, or apply a saved bookmark. Learn more.

12

Refresh cached filters 

The button allows you to refresh cached filter values. Note that this button will only appear if your filter contains cached values.

13

Reset filter

Removes selected filter values to reset filters to their default values or no selection.

14

Apply

Allows you to apply selected filter values.  

Note: Features 11, 12, 13, and 14 together make up the filter control. These always appear at the end of a filter panel, for the use of dashboard users.



...

Section


Column



Column


Property name

Description

Name

Name of the filter. This can be edited as well. This name appears in the dashboard code mode, making it easy to edit the filter code.

Height

Height of the filter in pixels.

Global

Enable this toggle to make your filter lists globally available. Global filters are present for all subtabs in the dashboard. So if disabled, this filter will only be available for a specific sub tab.

Note that this only works for left or right container filters, not filters added to a dashboard content area.

Horizontal

Enable this to display your filter in a horizontal alignment. By default filters are vertically aligned. 

Hide reset link

Allows you to hide the filter reset option.

Hide control panel

Allows you to hide control buttons on a filter panel for the end user. These include bookmark, reset, and apply buttons. Dashboard users will not be able to use these filter features.






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