New Report Filters: Set It Once, Apply to All Widgets

A new time-saving feature is now available in beta: Report Filters.

No more clicking through every widget to update filters. Set it once, and it's applied instantly across the entire report, saving you hours each month.

How does it work?

• Open a report: Find the Filters option in the top menu (next to the date range):
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• Select a data source: Choose from Report Data Sources (only the sources already used in the report) or Client Data Sources (all data sources available for that client):

• Set your filters: Use the AND logic to combine filters as needed.

• Save your changes: See how all your widgets using that data source update automatically. ✨

Less Manual Work, More Flexibility

• Save time by keeping filters when copying reports with the same data sources
• Easily manage filter conflicts: choose to override or keep widget-level filters
• Widget filters stay available for detailed customizations
• Template filters remain in control for linked reports

⚙️ Not in beta yet? Go to your Settings and toggle on the Report Filters beta to start using it today.