Disconnected User dashboard filter in Insights (Professional and Enterprise) Follow



  • Avatar
    Dan Ross (Edited )

    Great article!

    How do you use this filter to filter assignee as well?


    Presently we have two filters, one for User to track events and one to track ticket assignee data.

    Hearing that they could be consolidated into one filter for all reports is really appealing!


    Would a filter like

    Ticket Assignee where _Filter User is greater than 0 

    be what's required?



  • Avatar
    Eugene Orman (Edited )

    @ Dan,

    First, you'll need to create a custom _Filter Assignee metric. The easiest way to do so will be by duplicating and editing _Filter User metric. 

    Your _Filter Assignee metric should look like this: 

    Once the metric is ready, you can add the numeric range filter to your report,  which will have the following configuration:  Ticket Assignee where _Filter Assignee is greater than 0 

  • Avatar
    Dan Ross

    Thanks Eugene!


    Once I add the filter parameter to the report, the User Filter on the dashboard will then function as both the User filter and the Ticket Assignee filter?

    Right now we have to set both of these filters.

    for the entire dashboard to load all reports, since some are event based (number of reassignments) and some are based on ticket data (satisfaction)

    We'd like to have it so we only need to select the Agent's name once. Is that what this would enable? Would that mean the User Filter is the only one required?




  • Avatar
    Eugene Orman

    @ Dan, 

    That's right, User Filter will be filtering all reports placed on the dashboard if the reports are configured correspondingly.  

  • Avatar
    Eugene Orman

    In fact, you could use the default _Filter Ticket Assignee (Current) metric for the same purpose, so there is no need for the custom metric in your case. Sorry that I missed it in the first place. 

    The report filter configuration will look like this: 

Please sign in to leave a comment.

Powered by Zendesk