Your new Report Filters feature is now live! You can update all the widgets in your report with a single filter setting at the data source level. One click, and your entire report updates instantly — saving you hours of manual work.
Find the Report Filters option in the top menu of your report, next to the date range. This opens a side panel where you can choose either a report data source (already used in the report) or a client data source (available to the client but not yet added to the report).
✅ Use AND logic to combine multiple filters as needed.
✅ Already have filters at the widget level? No problem — you can choose to keep them or overwrite them with the report-level filter.
✅ Need to update multiple linked reports? Just update your master template once, and all linked reports will reflect the changes automatically.
Try it now and start saving hours of manual work.
💬 Need help with setting your filters? Read this article or contact our Support Team.
Happy Reporting!
Team Swydo