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How to create a dashboard date type filter

Version: DashboardFox v12

Role: Agent and higher

Permission:  Agent with view permission to the dashboard

Overview

In this guide, we'll focus on crafting date-based filters. These filters are often used to segment data based on date values such as months, weeks, years, etc.

Note: All images shown are just an example. Names, fields, and values will be dependent on the organization and the user logged in.

Creating a Filter

1. Click on Add Filter, located in the filter bar region of your dashboard.

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2. Type in your desired Filter Name.

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3. Select Date for your Filter Type.

4. Under Select Fields, tick off the field you want to filter. A single filter can only apply to 1 field per report.

Each box represents a report on the dashboard. As an agent with view permission, you cannot control what fields are shown. 

TIP: Ideally, you'll want to tick the same box for every field. But no worries if a checkbox field doesn't appear! Your dashboard data will remain consistent and accurate.

5. You can also use the search box so locate the field.

  

6. For a Date Filter Type, in the Operator section, you can choose either EQUAL or BETWEEN. Here are how these options function:

DATE FILTER: EQUAL

EQUAL: This option provides a single-select or dropdown list filter.

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1. Under Equal to, set a default value or leave it blank by selecting Custom Values.

When setting a default value, pre-programmed time slices will be your options    

While choosing Custom Values will give you a blank field

2. Check Enable Get Values List.

3. Click Save & Apply

4. If you have selected a value, in the dashboard it will look like this:

5. If you have selected Custom Values, it will give you a single date and time picker which can be operated in the dashboard.

6. You can also locate the Custom Value by scrolling down the values within the filter.

DATE FILTER: BETWEEN

BETWEEN: This option lets you set a range between your chosen dates.

1. Under Between, leave it blank.

2. Lastly, Click Save & Apply

3. In the dashboard, it will look like this:

Remember to save each time you make changes, either to overwrite or save as a new one.

And there you have it! You can now create one or more date-based filters as you like!