Should I apply filters at the report or dashboard level?

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  • Riccardo Centomo

    Unfortunately i have experienced the filter in the query doesn't limit the data can be view from the same query in the dashboard.. For example the follow query is filtered with ticket created data from the last month:

    and in the kpi dashboard is the same until the date filter is identical (ticket created data from the last month):

    But if i expand the range date in the dashboard the kpi data is update with the new date selection, even if the date in the query filter is still filtered with ticket created data from the last month:

    Why do i have managed filter at the query level if in the dashboard they can be override?

  • Gab Guinto
    Zendesk Customer Care
    Hi Riccardo,
    That's right, that is the expected behavior – if the same attribute filter is present both on the dashboard and on the query, then the dashboard filter will override the query-level filter. The filter selection within the query will be disregarded when you load the report through the dashboard. Just like what's discussed in the article above, if you don't need to give the viewers the option to adjust date ranges or data filters applied to a query when viewing the dashboard reports, then it would be better to have the filter only at the query level. You can read more about dashboard filters here.

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