Summary
You opened a dashboard your team built. The default view is close, but not exactly what you want — you only care about a specific carrier, the last 14 days, or one lane. This page covers everything you can do without ever opening the Visualization Designer: filter, drill, and save the view you'll use every day.
The dashboard filter bar
Every dashboard has a filter bar at the top. The dashboard's author decides which filters appear there. Common ones: Date (e.g. Trip Picked Up At), Customer, Carrier, Lane, Driver.
Click any filter to open it.
Attribute filters
Open the filter to see a list of values. Type in the search box to narrow the list. Tick the values you want, untick the rest. Click Apply inside the filter to commit your selection.
Some attribute filters are multi-select (you can pick several) and some are single-select (just one). The dashboard author decides which.
Date filters
Open a date filter to see two flavors:
Relative ranges — Last 7 days, Last 30 days, This month, Last quarter, This year, and so on. These are anchored to today, so the dashboard rolls forward with the calendar.
Custom range — pick a specific start and end date.
Click Apply inside the filter to commit your selection.
Reset all filters
If you've changed several filters and want to return to the dashboard's default view, click Reset all filters in the filter bar.
Your filter changes are remembered per-user-per-browser, so reopening the dashboard tomorrow brings back your last selection. Reset clears that.
Cross-filtering — click a chart to filter the rest
Some dashboards let you click a data point in one chart to filter the entire dashboard to that selection. Click a column showing "Customer A" and every other visualization on the dashboard re-filters to just Customer A.
If cross-filtering is enabled on the dashboard, you'll see a brief highlight or label confirming the cross-filter is active. Click an empty area of the chart, click the same point again, or click Reset all filters to clear it.
Drilling — open the detail behind a chart
Drilling is different from cross-filtering. When the dashboard author has configured drilling on a chart, clicking a data point can:
Open a related visualization in a dialog — for example, click "Customer A" in a revenue chart and see Customer A's order history pop up.
Navigate to another dashboard — the clicked value is passed along as a filter.
Open a URL — often a link back to the underlying record in Alvys.
Drill down a hierarchy — for example, country → state → city.
Drilling doesn't change the dashboard's filters. Close the drill dialog or click back to return.
💡 Drilling is set up by the dashboard's author.
If clicking a chart point does nothing, the author hasn't enabled drilling on that widget. Ask them to add it — or build your own dashboard and configure drilling yourself
⚠️ Sometimes the “More Details” redirect can take a couple of seconds
Save the view you'll use every day — filter views
If you find yourself setting the same filters every morning, save them as a named filter view.
Set the filters the way you want.
Open the filter-views menu in the filter bar.
Click Save view and give it a name (e.g. My carriers, last 14 days).
Optionally tick Set as default so this view loads automatically when you open the dashboard.
📌 Filter views are personal — your saved views are yours, not the team's.
Tips
Start narrow, then widen. If a dashboard feels overwhelming, set the date filter to Last 7 days and pick one customer or carrier — you'll see how the visualizations connect more clearly.
Use cross-filtering for ad-hoc questions. Click a chart point to see how it ripples through the rest of the dashboard.
Save views for routines, not for one-offs. A saved view should be something you'll use again next week.
Where to go next
Don't see the filter you want? Ask the dashboard's author to add it, or build your own dashboard — see Get started with Custom Reports.
Want to customize the visualization itself, not just filter it? See Build visualizations with drag-and-drop.
Want to send this filtered view as a recurring email? See Share, export, schedule, alert.