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Quick Filters provide an efficient, user-friendly way to analyze data on your dashboards at an individual level. Each user’s filter selections are saved separately within their browser session, so everyone can apply their own preferred settings without affecting teammates’ views — and without the risk of misplaced edits to the dashboard itself.
Quick Filters and widget-level filters work together using AND logic. A Quick Filter adds an additional layer on top of existing widget filters — it does not override them. Avoid duplicating the same filter at both levels, as this can result in no data being displayed.

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Adding quick filters to a dashboard

1

Navigate to your dashboard

Open the dashboard where you want to add Quick Filters.
Dashboard view
2

Open the Quick Filters menu

Click the “Quick Filters” button in the upper-left section of the dashboard.
3

Add filters

Click ”+ Add Quick Filters” to open the filter sidebar. You can view existing filters, remove applied filters with the Clear button, or add new ones.
Quick filters add panel
Use the search bar to find specific filters, or browse by category. The available filter sources depend on the widgets present on your dashboard.
4

Select filters

Check the boxes next to the filters you want to apply. You can select up to 5 filters.
Filter sources match the data sources of the widgets on your dashboard. For example, a Contacts filter will only appear if you have contact widgets on the dashboard.
5

Review and apply

Review your selections, optionally add a description to each filter (visible to all users for clarity), then click Apply to finalize.

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Using quick filters

Once Quick Filters are configured on a dashboard, use the Quick Filter bar to select and adjust the desired filter values. Dashboard widgets update automatically when a filter is applied. To remove all applied filters, click the “Clear” button in the Quick Filters menu.

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How quick filters interact with widget-level filters

Quick Filters and widget-level filters operate together using AND logic: Example:
  • Widget condition: Appointment Status = Confirmed
  • Quick Filter: Appointment Status = Cancelled
In this case, the system tries to show appointments where the status is both Confirmed AND Cancelled — which is logically impossible and will return no data.
Use Quick Filters for broad, team-wide filtering across your dashboards, and use widget-level conditions for specific, per-widget filtering. Avoid duplicating similar filter criteria at both levels.

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Important notes

  • Quick Filters are specific to each dashboard and must be configured separately per dashboard
  • Only users with Full or Edit access can add Quick Filters to a dashboard
  • Users with View access can use existing Quick Filters but cannot add or modify them
  • Filters are saved within your current browser session — if you revisit the dashboard in the same session, your last-selected filters remain applied
  • Quick Filters are personal and only apply to the user who set them
  • Filters only apply to widgets that use the same data source as the selected filter
Last modified on March 4, 2026