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Quick Filters on Dashboards

Quick Filters in Stack are a powerful tool that lets you analyze dashboard widgets without needing edit permissions. This feature allows you to apply filters individually, ensuring a personalized experience while maintaining the dashboard's integrity. Each user can save their own filter settings, making the experience unique to them.

Table of Contents​

Adding Quick Filters to a Dashboard​

Step 1: Navigate to the Dashboard​

Open the dashboard where you want to add Quick Filters.

Step 2: Access the Quick Filters Menu​

Click on the Quick Filters button located at the top of the dashboard.

Step 3: Add Filters​

  • Click on the + Add Quick Filters button.
  • A sidebar will appear, showing available filters categorized by data source.
  • Use the search bar to find specific filters or browse through the categories.

Step 4: Select Filters​

  • Check the boxes next to the filters you want to add.
  • Click Add to proceed.

Step 5: Review and Apply​

  • Review the selected filters and add descriptions if needed. Descriptions help all users understand the purpose of each filter.
  • Click Apply to finalize the setup.

Important Notes:

  • Quick Filters are specific to each dashboard and must be configured separately for each one.
  • Users with view access can use the filters but cannot modify them.

Using Quick Filters​

Step 1: Navigate to the Dashboard​

Open the dashboard where Quick Filters are configured.

Step 2: Apply a Filter​

  • Use the Quick Filter bar to select and apply a filter.
  • Adjust filter properties to refine your view.

Step 3: View Filtered Results​

The widgets will update based on the applied filters.

Important Notes:

  • Filters apply only to widgets using the same data source as the filter property.
  • Filters are saved within your current browser session. If you revisit the dashboard in the same session, your last-selected filters will remain applied.

How Quick Filters Work with Existing Widget Filters​

Quick Filters and widget filters work together using AND logic. This means a Quick Filter does not override a widget-level filter—it adds to it.

Example:

  • Widget filter: Appointment status = Confirmed
  • Quick filter: Appointment status = Cancelled

The system will try to show appointments where the status is both Confirmed AND Cancelled, which is not possible, resulting in no data.

Best Practice: Use Quick Filters for flexible filtering across the team and avoid duplicating similar filters at the widget level.