[Explore] Use current user's attribute as default filter for dashboard | Community
Skip to main content

[Explore] Use current user's attribute as default filter for dashboard

  • September 16, 2019
  • 8 replies
  • 0 views

Let's say I have a dashboard with tickets stats but I want users to see information related only to the groups they belong to by default instead of stats of all the tickets there are in my account. Is that possible?

8 replies

  • September 18, 2019

Hi Nicolas,

Correct me if I misunderstand you, but you automatically want your agents to see stats of the groups they belong to when they arrive at a dashboard, is that correct?

My suggestion would be to create dashboards and reports specifically for your different groups and then only share it with those groups.

#helpsome regards,
Louise Dissing
Team Lead @ helphouse.io


  • Author
  • September 18, 2019

Hi Louise,

Your understanding is correct and I was looking for a way that would scale more easily than just having to clone my dashboards 10 times - I have 10 different groups that want to see exactly the same information about their tickets but I don't want them looking at other's stats.

If I have to make change to any dashboard, then I would have to replicate it 10 times. That's really hard to maintain.


  • September 19, 2019

Hi Nicolas,

I hear you - how about creating a single report of ex. amount of tickets and reuse this on the 10 dashboards.
If I'm not wrong, then you could simply update your report and it would have an effect on all 10 dashboards.

Then you create a hidden filter on each of the dashboards that filter for the specific group? :-)

#helpsome regards,
Louise Dissing
Team Lead @ helphouse.io


  • Author
  • September 19, 2019

Thanks Louise!

This one looks promising, I'll give it a try

Kind regards,
ND


  • September 19, 2019

Awesome - glad to hear! 

Let me know if you get it to work! :-)

#helpsome regards,
Louise Dissing
Team Lead @ helphouse.io


  • March 11, 2020

This is still cumbersome and I have a similar issue that should be filtered by the user viewing it. We had a way to filter to current user on Insights Reporting. It seems this would be a logical option in Explore. 


  • July 21, 2020

Hi !

I agree with Jeremy (and not just because I have the same first name :)) : in a support team, I think it's useful to share stats and graphs about each user's activity, but not really advised to encourage competition or "cheating" by sharing user specific data with everybody.

And having to create 10 dashboards to share the same reports seem to be an unnecessary overhead ...


  • February 1, 2021

Adding my vote to this topic. Why not just make it work in Explore?