You are probably already familiar with the Date (Timeline) Filter, which allows you to show data automatically on multiple reports for a selected time range. If you aren't, then take a look at this article Understanding disconnected date dimensions in Insights.
Functionally User Filter is quite similar to the Date (Timeline), but instead of the date range, it filters all reports by a specific user (assignee, updater, submitter) in one go.
Let's take look at an example
Let’s take a look at one of the pre-built tabs in your Insights - View Only dashboard, called Agent Activity. On the top of the page, you’ll see User Filter, which filters all reports on this page by specifically selected agent.
The User filter can’t be used for multiple value selection. That’s why this filter should be always set to one value, otherwise reports won’t return any data. This can be configured with the filter settings in the image below:
How is the report filter defined?
If you check one of the reports placed on this tab for example Solved Tickets in the Filter panel of the Report Editor, you’ll see that the following numeric range filter is used in its configuration:
- Updater where _Filter Updater is greater than 0
Without this filter, the report won’t show data for the selected user. Why?
To make a report work with the disconnected User filter, you have to construct a metric that retrieves the user value from the dashboard filter, and matches it with the desired user attribute for this specific report.
You can use the pre-built Insights metrics, like _Filter User, _Filter Updater and _Filter Ticket Assignee (Current), for this purpose. Each metric relates to a specific user attribute. For example, if you wanted your report to be filtered by Assignee, you'd choose the _Filter Ticket Assignee (Current) metric.
If you apply such filters to all reports added to the tab, the dashboard filter will refine the whole tab based on the selected value.