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Interactive Filters as Widgets

Filters help you narrow down and focus on the data that you're working with. To make it easier for you to manipulate your reports to narrow down what data you want, you can add an interactive filter as a widget.

These interactive filters help in agile drilling and filtering of data. This also helps to reduce the number of clicks and the amount of time taken to search and change filters. 

These filters are easily configurable and the widgets can be moved around as required. 

For example: At the end of a day, if you want to see how many high priority tickets are unresolved, you can click on the filter widget->choose your priority, select the status as unresolved in the status widget and the filter will be applied for the entire report you are viewing. 

These interactive filters can be applied and viewed on a page level as well as report level. 

Types of Interactive Filters as Widgets

There are 5 distinct types of interactive filters as widgets that you can choose from. They are as follows:

1. List
   Select and unselect attributes from a list
   Attributes supported: Text, Number, Date, Date Range

2. Dropdown
   A dropdown view to select and unselect attributes
   Attributes supported: Text, Searchable Text, Number, Date, Date Range

3. Button
   An array of buttons that supports the selection of attributes
   Attributes supported: Text, Number, Date, Date Range, Boolean

4. Slider
   A bar that allows sliding with an option to select ranges as filter criteria
   Attributes supported: Number, Date

5. Toggle
   An option to switch between any two boolean attributes
   Attributes supported: Boolean

Adding an Interactive Filter as Widget to a Report

It allows you to filter reports directly from the report dashboard by adding interactive filters, just like other widgets.

Here's how: 

1. Click on 'Add Widget' in the menu bar to the extreme right of the screen.

2. Drag and drop the empty “Interactive Filter” widget onto the report canvas.

NOTE: You can only do this if you have at least one or more chart widgets on the report canvas

3. Click on 'Add Filter' link.

4. Go to “Choose Filter” and select the attribute type

5. Choose the type of filter depending on the options available

Summary of Filter Type Vs Attribute:

6. You can configure more controls under advanced options.

• List and Dropdown filter for string attributes

  • Enable Search - Adds a search bar to search the filter values from within the widget.

  • Select one option at a time - Marking this allows you to choose only one option at a given time from the predefined list of options. Otherwise, you can select multiple options

• Toggle filter for boolean attributes

  • Switch Toggle - Helps to switch between the true or false conditions of a boolean attribute

• Others

  • Select Default Values - By selecting this, you can filter the values the report configures by default.

7. You can also choose to apply the filter for the full report or to a certain page depending on your preference. You can configure the same on the top right of the screen.

8. Once configured, the interactive filters as widgets will be available on your reports dashboard. To apply the filter, choose the value by which you want to filter the report and click on the apply button. 

9. Similarly, if you want to remove the report from the report dashboard, click on the ‘three dots’ icon and select “Remove Widget”

Customise Interactive Filters as Widgets

For different interactive filters as widgets, there are different styling options for you to choose from. You can refer to the table below for more details on each:

NOTE: You can also convert a basic filter into ‘interactive filter as widget’ for date and string attributes. You can do so by clicking on the “+” icon of the basic filter and selecting “Apply”