Filter data on dashboard report

Olivia Halas

Hello! I have a report listing application statuses (approved, in process, declined) and agreement statuses (executed, in process, canceled) as a widget on my dashboard, and one of team members would like the ability filter by status. Is this something possible to do?

Andrée Starå

Hi @Olivia Halas

Unfortunately, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment

As a possible workaround, you could use a form to select the filter and then update the Dashboard, and then it would show with the filter applied.

For it to work, you'd need to add a couple of helper columns.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Nicole Worobel

I have submitted an enhancement request for this and I've asked my coworkers to do the same. @Andrée Starå can you elaborate on the workaround, please?