Dashboards can filter the available data on selected fields, enabling you to drill down into your data.
To apply a filter:
On your Analytics tab, open the Dashboard you want to use.
Click Filter (grey funnel icon in the top left of the Dashboard).
This will open a list of available filters. The list includes filters that apply to the Dashboard and those that apply to Insights on the Dashboard. Click the down arrow for the filter you want to apply.
You will see a list of options that you can use as your filter. Tick the options you want to filter on and click Apply.
Close the Filters by clicking on the Filter icon.
To remove the filter, click on the Filter icon to show the list and click Clear All.
Considerations when using filters
Some Dashboards can only apply one filter at a time, e.g. Employee Record. If you filter using two or more, the data won't display correctly.
Filters can only apply to Insights that include that filter, so an applied filter on the Dashboard may not change all Insights.
Not all fields are available to filter, and you may need to apply a different filter to achieve the required result. For example, you can't filter on Job Classification, but you could exclude old Job Classifications by filtering on Payroll Company (if the Job Classification belongs to a Payroll Company that is no longer in use) or Termination details.