June 4th, 2025

Improved

Dashboards and Reporting

Dashboards and Reporting: Revamped Filter Experience for Dashboard Widgets

We've redesigned the filter experience to make it more powerful and intuitive. Along with a new look, you’ll notice smarter behavior and more flexibility when setting conditions on your widgets.

👀 What’s New?

  • Fresh UI: Sleek, modern layout with better use of space.

  • Nested Filter Groups: Create multiple filter groups using OR conditions.

  • Duplicate Filters Allowed: Previously, the same filter couldn't be used more than once — now it's possible through nested groups.

  • Smarter Warnings: Clear messages when filters are linked (e.g., pipeline and stage).

  • Chart Type Picker: Choose chart type right from widget settings.

  • Redesigned Sidebar: Slimmer layout gives more room for live dashboard preview.

  • Same Experience in Custom Reports: This new filter interface is also being rolled out to Custom Reports, so you get the same flexibility and improved UX across both widgets and reports.

👷 How It Works:

  1. Go to Dashboards and click Edit Dashboard,or go to Custom Reports and Edit a Report

  2. Click Add Widget and select your widget.

  3. In the Configure tab, pick a chart type if needed.

  4. Switch to the Conditions tab to apply filters.

  5. Click Add Filter to create your first group.

  6. Use +AND to add more filters to the same group.

  7. Click +Add Filter again to create a new group (this adds an OR condition).

  8. Click Save.

⚠️ Please Note:

  • Visitor Data Widgets support only one filter group.

Click here for the detailed help doc!

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