Filtering Dashboard Data

Two ways to control what data you personally see without changing the layout for everyone else.

Quick Filters

Anyone with view access can adjust what a dashboard shows, without edit permissions or affecting others.

• Stack on top of each widget's own filters with AND logic.
• Only apply to custom widgets, not built-in general widgets.
• Persist only for the current browser session, per user.

To set one up (requires edit access):

1. Click Quick Filters.
2. Click + Add Quick Filters.
3. Choose available filter categories.
4. Apply.

Avoid conflicting quick filter + widget filter combinations, or widgets may show empty results.

Only Assigned Data

A per-team-member setting restricting their dashboard widgets to their own assigned records.

To turn it on:

1. Go to the team member's profile.
2. Find Data Visibility Scope under role and permissions.
3. Select Only Assigned Data, save.

If a widget has a hardcoded filter pointing at a different team member, this setting shows a permission message instead.