Quick Filters

What are Quick Filters?

Quick Filters allow your users to filter reports without needing to access Explore. These filters, which aren't saved, are perfect for providing limited report control to users not familiar with Watershed:Screen_Shot_2018-07-12_at_3.17.42_PM.png

Who can use this feature?
 User Types
asdklfjdsalkfjdsalkfjsdalkjafAny user with access to Explore (Global AdminsArea Admins, and some Users).
 Pricing 
aklsdfjdaslkjfdslakjdsalkfjAvailable on paid plans (AnalystCLO, and Enterprise).
 Expertise
asdkljfdsalkjfdsalkjfaAnybody (both beginners and experts) can use this feature.

Using Report Quick Filters

When users view a report with Quick Filters enabled, they will see a Quick Filter option in the top portion of the report:quickfilter.png

Clicking Quick Filter reveals the Quick Filters enabled for that particular report (this example has Activities, People, and Verbs enabled):Screen_Shot_2018-07-12_at_3.20.13_PM.png

Quick Filters work similarly to Explore's Activities, People, Verbs, and Dates filters except that they aren't permanent. You'll only see the Quick Filters that have been enabled for the report. As you choose the options for each filter, the report will update with data you've chosen. This example is filtered to only look at people in the Customer Service group:customerservice.png

Quick Filters work in addition to the report's Explore-configured filters. For example, if a report is configured in Explore to show data about Course 1 and Course 2, Quick Filters could not be used to make the report show data about Course 3. Quick Filters could only be used to filter down data from Courses 1 and 2 (i.e. only see data from Course 1 or only view a small date range pertaining to Courses 1 and 2).

 Tips:

  • Quick Filters only filter the report for the person using them--it won't effect the report for any other Watershed user.
  • Quick Filters will filter a report’s download options; the files downloaded from a report filtered by Quick Filters will match the filtered data set.
  • While Quick Filters aren't permanent, applying a Quick Filter makes it part of the url. This means you can bookmark a link to a report with Quick Filters applied. (You'll need to be logged into the right Watershed organization for these links to work). 

Using Dashboard Quick Filters

When users view a dashboard with Quick Filters enabled, they will see a Quick Filter option in the top right corner of the dashboard:dashboardquickfilters.png

Clicking Quick Filter reveals the Quick Filters enabled for that particular dashboard (this example has Activities, People, and Dates filters enabled):Screen_Shot_2018-07-12_at_3.25.39_PM.png

Dashboard Quick Filters work similarly to Explore's Activities, People, Verbs, and Dates filters except that they affect multiple reports and aren't permanent. You'll only see the Quick Filters that have been enabled for the dashboard. As you choose the options for each filter, every report on the dashboard will update with data you've chosen. This example is filtered to look only at people in the Tier 1 Support group:tier1.png

You can even click into a report after choosing a Quick Filter, and you'll see that the Quick Filter has been brought into the report's detail view:tier12.png

Enabling Quick Filters for Reports

Quick Filters are enabled on an as-needed basis in a report’s Explore configuration. Each report has four Quick Filter options: Activities, People, Verbs, and Dates. For each report, you can choose which Quick Filters (if any) you want to enable by checking the boxes in the Quick Filters section of that report's Explore configuration:quickfilters_enable.png

 Tip: Unless a user has access to Explore, he or she cannot see the report's Explore-configured filters. We recommend using a report's Card Text to let users know what type of Explore-configured filters are on each report.

You cannot control which Activities, People, Verbs, and Dates show up in a user's Quick Filters. The Activities, People, Verbs, and Dates shown are based on a user’s permissions.

Enabling Dashboard Quick Filters

To enable Dashboard Quick Filters, go to a the Dashboard section of the Settings page:dashboardsettings.png

Click Edit next to the Dashboard you'd like to enable Quick Filters on:editdashboards.png

Choose which Quick Filters you'd like to enable for the dashboard and click Save Dashboard:actuallyeditingdashboard.png

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