Add Filters to Reports, Dashboards, and Looks

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Overview

Adding filters to reports, dashboards, and looks allows you to customize your data and ensure your reports reflect the data you want to see.  

Audience

All users

Add Filters to a Standard Report

Within Analytics, navigate to the product category from the ribbon menu at the top. For this example, we will use Applicant Tracking.

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Select the report folder, then the specific report within the folder.

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Once a report is selected, it will run with the default filters. To change the filters, select the filter icon at the top of the report.

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Click the filters to edit and limit the data.

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Click the refresh icon.

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A full description of all filter operators can be found in Appendix A.

NOTE: Most of the reports only show a limited number of rows (e.g., 500). To see all data, use one of the export methods described in the Downloading Reports or Data from Reports section below.

Filters can also be added to an entire dashboard or to a single view to filter out specific data.

NOTE: Filters on a dashboard will override filters on a Look if they reference the same field. Filters on a Look will be retained if there isn’t a dashboard filter to override it.

Add Filters to a Dashboard

To add filters to a dashboard, navigate to My Reports.

NOTE: Reports in My Reports are saved copies of standard reports or custom reports. See Copy Reports or Create a Custom Report for more information.

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Select a Dashboard.

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Click the menu icon in the top right of the report and then select Edit dashboard.

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Next, click Filters above the report area and select Add Filter.

This pane can also be used to set filter default values to values other than those shown on the standard Evolve ATS reports.

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Search for or select the field in which you want to filter the dashboard.

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Once a filter has been selected, you can edit its Title and change settings depending on the field type.

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Next, select Tiles To Update (Looks) to which you want your new filter to apply and select the field to filter.

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Click Add.

When you are done editing the dashboard filters, click Save.

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NOTE: Filter types of Date, Number, or String can be applied across data models in Looker. If you select Type = Field, then the Look must be part of a data model that includes that field (I.e., I can’t use a Filter of Approver for a User Invitation). Appendix C has more details on the Explores and types of analysis questions to aid in picking the suitable data model.

Please see Dashboard Filters for more information.

Add Filters to a Look

To edit the filter on an individual Look within the dashboard, navigate to the My Reports tab.

NOTE: Reports in My Reports are saved copies of standard reports or custom reports. See Copy/Share a Report or Create a Custom Report for more information.

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Select a Dashboard.

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Click the menu icon in the upper right corner of the dashboard, then click Edit dashboard.

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Click the menu icon in the upper right corner of the Look, and then click Edit.

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NOTE: Changing the original Look will impact any dashboards that contain that Look. If you don’t want to overwrite an existing item, you can alternatively perform a Save As....

There are several different ways to add a basic filter to a look:

  • Click the filter icon next to a field in the All Fields list.
  • Click a field that populates in the report. Here, we show Phone Screen, which will let you filter.
  • Click the column setting icon and then filter to filter from there.

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Click + Filter to add another option to the filter.

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Depending on the type of filter option, the new option will appear as either an OR condition or an AND condition.

  • AND - All conditions must meet the criteria.
  • OR - Any of the conditions can meet a criteria.

You can also combine them to meet more complex needs.

For example:

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Date Filter

Date filters provide additional options to filter relative dates so that date ranges and dynamic periods can easily be accounted for. It is recommended to include date filters on each of your Looks to help with performance and not bring back all of history every time.

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Please see Date Range Filter for more information about date filters.

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