Filters
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      Dashboard Filters

      cb Reporting enables users to filter a dashboard by a specific field or date range.

      How to Add a Dashboard Filter

      1. First, enter the Dashboard Edit mode by navigating the Hamburger Menu and selecting Edit. Screen Shot 2021-12-29 at 10.05.50 AM
      2. Select the Add Filter + icon. Screen Shot 2021-12-29 at 10.02.52 AMYou can choose between:

      • Adding a Dashboard Filter. This option will allow you to choose a field from the Casebook Platform, after which you can bind your filter to each of the visualizations in the dashboard.

      • Adding a Date Filter. This option will allow you to choose a fixed range, or customize it to show only a specific date range.

      How to Remove a Dashboard Filter

      To remove a dashboard filter, just select the Hamburger Menu next to the dashboard filter and select Delete.

      Screen Shot 2021-12-29 at 10.15.07 AM

       

      To see these steps in action, check out this video below: