When to Apply Filters at the Report Level
When should I apply filters at the report level?
Apply filters at the report level when you want to focus on specific data attributes that are fundamental to the report's design. This means that the filter is set in stone and you don't want it to be manipulated later. For instance, if you're creating a report to analyze the performance of a specific support team, you would use a report filter to only show data related to that team. This ensures that the report remains focused and relevant to the intended analysis.
For more detailed guidance, you can refer to the originalZendesk article.
More related questions
When is it best to use dashboard-level filters?
Dashboard-level filters are best used when you want to manipulate data across multiple reports quickly and easily. These filters allow you to adjust data ranges or types of data viewed without leaving the dashboard. For example, if you have several…
How do dashboard filters interact with report filters?
Dashboard filters can override report filters when the same attribute is present in both. This means that if you have a filter set at the report level, it can be disregarded if a dashboard filter is applied. For example, if a report is filtered by…
What are some examples of using report and dashboard filters?
Using report and dashboard filters effectively can enhance your data analysis. For instance, if you're a support manager monitoring team performance, you might use a report filter to focus on data related to a specific important customer. This…
Why might a dashboard filter override a report filter?
A dashboard filter might override a report filter to provide a more flexible and comprehensive view of the data. This is particularly useful when you want to allow users to adjust data ranges or types across multiple reports without altering each…
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