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: