What Are Dashboard Filters?
Filters are tools that let you control which data appears on your dashboard. Think of them like search criteria that help you focus on specific audits, locations, time periods, or questions.
Why use filters:
Focus your analysis: See only the data that's relevant to your current question
Compare specific groups: Look at performance for particular locations or audit types
Track progress: Monitor specific time periods to see improvements
Reduce noise: Remove irrelevant data to spot important trends more easily
Create targeted reports: Generate insights for specific teams or situations
The Four Main Filter Types
Checklist Filter
What it does:
Shows only data from specific audit types or checklists
Helps you focus on particular compliance areas or procedures
When to use it:
Analyzing performance on specific types of audits
Comparing results between different audit categories
Focusing on a particular compliance area that needs attention
Location Filter
What it does:
Shows data from specific sites, stores, facilities, or geographic areas
Lets you compare performance across different locations
When to use it:
Focusing on specific sites that need attention
Comparing performance between different locations
Analyzing regional trends or patterns
Creating location-specific reports for site managers
Question Filter
What it does:
Shows data for specific audit questions or requirements
Helps you drill down to particular compliance items or procedures
When to use it:
Tracking performance on specific compliance requirements
Analyzing recurring problems with particular procedures
Monitoring improvement on targeted areas
Creating focused training materials
Time Range Filter
What it does:
Controls the date range for all data shown on the dashboard
Lets you analyze different time periods or compare trends
When to use it:
Comparing current performance to previous periods
Analyzing seasonal trends or patterns
Focusing on specific events or time periods
Creating reports for particular date ranges
How to Apply Filters
Step-by-Step Process
Select your filters: Click on any filter dropdown to see available options
Choose your criteria: Select one or multiple options from each filter you want to use
Apply the filters: Click the "APPLY" button to refresh the dashboard with your selections
Review the results: Check that the dashboard shows the data you expected
Managing Your Filters
Clear All Function
What it does:
Removes all active filters and shows your complete dataset
Returns the dashboard to its default "unfiltered" state
When to use it:
Starting a new analysis from scratch
Removing complex filter combinations that are no longer needed
Getting back to the full view after detailed drilling down