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Preset Feature Feedback

Configure Dashboard Reports with specific Filter Values

What is the problem or goal the end user is trying to solve or accomplish?

Users have different audience/use-case for different filter values applied on a Dashboard, and would like to configure specific reports to be sent with specific filters applied.

How are they solving it currently?

Users need to duplicate their Dashboards to set different default values on each and configure different reports.

What is the recommended solution by the Customer?

Provide the ability to customize the filter values that would be used for a particular Report/execution.

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    • Tal Saar
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      Sep 23, 2024

      It would be great if this functionality could also be added to the API GETExport Dashboards.

    • Mallory Reese-Bagley
      Reply
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      Dec 27, 2022

      This sounds similar to the "saved view" feature Tableau provides. This would be a super helpful Preset addition as it would reduce the number of dashboards needed to serve a variety of stakeholders.

    • +12
    2 MERGED

    reports with filters [ID-65]

    Allow users to send reports with different filters on dashboards
    Sunny Xu about 3 years ago in New feature 0 Gathering Feedback
    2 MERGED

    Ability to set up filters on Alerts and Reports

    What is the problem or goal the end user is trying to solve or accomplish? Users want to be able to set filters configuration to Alerts & Reports, so that they can be used to share filtered data. For example, a user may have one dashboard and ...
    Sophie You about 2 years ago in Enhancement 0 Gathering Feedback