Using Filters on Dashboards

Using Filters on Dashboards

You can filter dashboards by date, location, and other attributes. The filters that you select will apply to all visualizations on the dashboard.

Filter by date

Dashboards that group data by date (all except Profile Maintenance Summary and Organizational Health) also allow you to filter your data by date range in two different ways. Quick Ranges are predefined ranges that you can configure: 
Select a range or click Date Unit to toggle and select a different unit. Click the Add offset checkbox to exclude the current month or day, based on Date Unit selection. Click OK.
Alternatively, you can use a Static period where you specify an exact range using the calendar widget e.g.: 06/1/2025 - 07/15/2025 

Filter by location or attributes

Click an attribute and select or deselect the desired value or values from the drop-down. Click All to select all values For long lists, use the Search feature to quickly locate a value. 
Info
About Site Properties Filters
  Dakota Insights uses properties on certain folders, including Facility, Region and Business Unit from your ProActivity Organization hierarchy. To learn more, log in to any ProActivity application and search "Identifying a folder as a site" in the Help Library.






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