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Widget Filters are located on the right-side panel of the Edit Widget screen.

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How to Add a Dashboard Filter

If you want your entire dashboard to filter IN or filter OUT certain data records:

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In the future, you can always update your filter by clicking the “pencil” icon beside it.

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How to Add a Widget Filter

To add a filter that only affects an individual widget:

  1. Select the “pencil” icon on the widget where you want to add a filter.

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The screen should expand to show only the widget you selected.

2. On the right-side panel, select the “+” icon next to Widget Filters to add a filter to this widget.

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3. In the expanded list, select the metrics that you’d like to filter IN or OUT of your widget.

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4. Select the checkboxes that you’d like INCLUDE in your widget’s data, and de-select (uncheck) the boxes that you want to EXCLUDE from your widget's data.

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5. Click OK to apply your filters.

Your widget will immediately update to reflect your new filter.

6. Make sure your filter is set up the way you intended, and then click Apply to save your widget’s new filter configuration.

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