Idea / New feature for Explore reporting - saving filters
If I open Explore and apply filters on the first tab for “Tickets” for example – adding a date range and a ticket group to look at a specific client…
Can those filters then save when I click through to the efficiency tab? I’m having to reapply them every tab I open so this would save time if the filters would apply across all tabs
Thanks
Danielle
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Hello Danielle,
You can already do this in Explore. In order to make sure your tabs can share filters correctly, you'll want to make sure you do the following things:
- Add the exact same filters to the tabs on your dashboards. Make sure your filters do not have the "Do not share across tabs" checkbox checked
- Make sure you do not have pinned bookmarks on your dashboard tabs. Pinned bookmarks set the default status of filters when you visit a tab and will override shared dashboard filters
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