Reporting: How to Filter on a Table in a Dashboard

If you are viewing a table of data on a reporting dashboard, you can easily filter by each column to get to the specific data you want to see. 

1. In the column header of the table that you wish to filter, click on the 3-dot menu

2. Click "Filter" 

3. For certain data types, you can choose to filter by Including or Excluding certain data. You can also enter a term in the search bar and hit Enter/Return to find the exact data you wish to filter on.

For other data types such as amounts, you'll need to add Filter Conditions. This may be things like "not equal to", "greater than", etc. You can add more than one condition, so for instance if you want to filter on a duration longer than 20 minutes but less than 90 minutes, you can. 

4. Click "Apply". Your table will refresh with the filtered conditions applied. 

5. To remove the filter, you can click the "Back" icon or chose to "Reset" the table which will remove multiple filters that you may have added. 

6. If you would like to keep a copy of your filtered data table, make sure to download it. Your filter will not be saved the next time you return to dashboard.