---
title: "Configure Dashboard Filters for Non-Analyst Users"
slug: "configure-dashboard-filters-for-non-analyst-users"
description: "Give non-analyst users the ability to apply different filters to reports on a dashboard without changing the original filters applied to the report. Learn more."
updated: 2025-02-06T19:17:35Z
published: 2025-02-06T19:17:35Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gladly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Dashboard Filters for Non-Analyst Users

| **REQUIRED USER ROLE** Analyst | **FEATURE** [Insight Builder](https://connect.gladly.com/docs/help-documentation/article/what-is-insight-builder) | **PERMISSION OVERVIEW** [View permissions by role](https://help.gladly.com/docs/managing-users-and-roles#roles-and-responsibilities) |
| --- | --- | --- |

| **ADD-ON FEATURE** Contact [Gladly Support](https://help.gladly.com/product-docs/pages/en/contact-gladly-support-team) or your CSM (if you have a CSM) if you’d like to activate this feature. |
| --- |

Give non-analyst users (e.g., Team Managers, Administrators) the ability to apply different filters to reports on a dashboard without changing the original filters applied to the report. This way, other users can apply different dimensions to the report to answer a question. For example, suppose you have an *Average Contacts per Agent report*to see the average number of Contacts per Agent for the last seven days. In that case, you can add a date filter in the dashboard to allow non-analysts to filter by other date ranges (i.e., seven days, 14 days, 30 days) instead of just seeing data for seven days. Configured filters appear above the dashboard.

![Agent performance report filters for date, channel, and times accepted options.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/dashboard_filters.png)

Dashboard filters can be configured to apply to all the reports in the dashboard (if the filter is available for the dataset) or for a specific report.

## Datasets and filters

You may have a mixture of reports using different [datasets](/docs/reports-datasets) in a dashboard. If you do, the filters available for each report depend on the dataset, which means not all filters may apply to all reports. When you select a metric to filter, you'll see which reports the metrics can be applied to.

## Add filter to reports for dashboard users

1. From the **Reports** page, click**Create a Report**and select any dataset.
2. From the blank Explore, click the **folder** icon on the right side of the page, click **Group**, then click the dashboard where the report is saved.
3. When the dashboard opens, click ![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg)on the top-right corner of the page, then click **Edit dashboard**.
4. Click **Filters** above the dashboard, then **Add Filter.**
5. The**Add Filter** shows a list of datasets for reports in the dashboard. ![Filter options for performance reports including conversation and contact metrics.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/add-filter-dashboard.png)
6. Search and select the filter you want available to non-analyst users.
7. From the filter configuration window, customize your filter settings. ![Settings panel for adding a filter titled 'Inbox ID - Created' with options.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/configure-filter-dashboard.png)
  - See [Adding dashboard filters](https://docs.looker.com/dashboards/dashboard-beta-filters#adding_dashboard_filters) for a detailed look at how to edit filters.
  - **Note –** Filter configuration options vary depending on the metric you have selected.
8. Click **Tiles To Update**. This setting allows you to choose which report(s) the filter applies to in the dashboard.
  - Reports in the dashboard that the metric is compatible with appear with a green icon that can be used to change the filter for the field.
  - Incompatible reports appear gray, and the filter cannot be used. ![Filter settings for contact metrics, including average contacts per agent and fulfilled contacts.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/tiles-to-update.png)
  - **[A] –**Selected metric to filter by.
  - **[B] –**Metric compatible reports.
9. Click **Add**to save the filter, then click**Save** in the dashboard.
10. Filters are made available to non-analyst users on the dashboard. ![Agent performance report filters for date, channel, and times accepted options.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/dashboard_filter.png)

### Edit an existing dashboard filter

While the dashboard is in edit mode, click the **kebab** icon (three dots) next to a filter, then click **Edit**. ![Interface showing options to edit or delete a channel entry in a table.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/edit-filter.png)

### Filter view and placement

Choose to have dashboard filters available to non-analyst users to appear collapsed/expanded on the dashboard's top/right side.

1. While the dashboard is in edit mode, click **Settings** above the dashboard.
2. From the **Settings** page, click the **Filters**tab.
  - **Default filters view –**Select whether to have dashboard filters appear *Expanded* or *Collapsed* when the dashboard is opened.
  - **Filters location –**Select whether to have dashboard filters appear on the *Top* side or the *Right* side of the dashboard.
3. Click **Save**.

## Use Text tile to add notes

Use the Text feature to add notes about the dashboard you want others to know. For example, you could add a note to note that some filters may not apply to every report in the dashboard. Text appears as a [tile](https://help.gladly.com/docs/interact-with-insight-builder#tile) in the dashboard.

1. From the **Reports** page, click**Create a Report**and select any dataset.
2. From the blank Explore, click the **folder** icon on the right side of the page, click **Group**, then click the dashboard where the report is saved.
3. Click ![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg)on the right side of the page when the dashboard opens, then click **Edit dashboard**.
4. Click **+ Add Tile**above the dashboard, then **Add Text**
5. **Enter**the **Title**, **Subtitle** (optional), and **body**.
6. Click **Save** to save the tile, then click**Save** in the dashboard. ![Agent performance report showing accepted times and conversation IDs for the last seven days.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/tile-with-a-note.png)