Homepage filters
Users can filter the output of the widgets present on the view of the dashboard. DEX also provides a feature to add a home filter in views on any reports of their choice.
To use a view - level filter, perform the following steps:
- The "Add" icon, located in the corner, On the filter bar, click
(Filter setting) icon to add the filter as
shown below. - On click, Add New Filter screen appears as shown below.
- Users have an option to make the desired filter Global or Personal by clicking the Select option.
- There are two types of categorizations namely Recommended and Active.
Recommended:
- In recommended, all the home filters applicable to related reports are shown under recommended filter. There is a data source option for users. Also, if a new report has already been created, then you can choose the recommended filters.
- By clicking on the Dataset option, you can see various fields associated with the recommended option.
- To save the recommended filter, click SAVE FILTER.
Active
In this, we can apply filters on the filters configured on all the reports of a view.
By clicking on the Dataset option, the user can see various fields associated with All options.