Reports on a dashboard don't show the filter/view/grouping? | Community
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JillAc
Level 10
August 6, 2021
Solved

Reports on a dashboard don't show the filter/view/grouping?

  • August 6, 2021
  • 1 reply
  • 459 views

Is there any way to show those options within the dashboard without having to click out to the report? (this is a follow up to Projects I'm On post earlier!). I put a dashboard so my peeps can find that easier pre-filtered to "active" projects but then they can't change the groupings on the fly.

Training them to use the filter view to get the same thing feels overwhelming right now and selfishly, I'd like to avoid that.

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Best answer by TerryHy

Hi Jill, hopefully I am understanding your question correctly...on the report on the dashboard, in the top right-hand corner of the report, you should see a small box containing two chevrons, if you click on that, it will show the Filter, View and Grouping drop down fields for the report. You can click on the chevrons again to close the fields.

1 reply

T
TerryHyAccepted solution
Level 8
August 6, 2021

Hi Jill, hopefully I am understanding your question correctly...on the report on the dashboard, in the top right-hand corner of the report, you should see a small box containing two chevrons, if you click on that, it will show the Filter, View and Grouping drop down fields for the report. You can click on the chevrons again to close the fields.

J
JillAcAuthor
Level 10
August 6, 2021

OMG thank you. I thought that chevron was to minimize the report so that I could see the next report in the dashboard. This was gets the "duh" award...

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