Last Updated December 21st, 2017 by Becca Ellig

To further customize which data you're viewing on a dashboard you can use Filters. Filters will allow you to apply or remove criteria to your list to display only the Records that are most important to you.

How to Filter your View

  1. Click on the button from the top menu.
  2. If there is filterable content, it will be under a Filter by menu. Use the toggles to choose what you're filtering by.
  3. Click the Update button.

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