You opened a dashboard your team built. The default view is close but not exactly what you want. Maybe you only care about a specific carrier, the last 14 days, or one lane. This article covers everything you can do to a dashboard without ever opening the Report Designer: filter it, drill into the detail behind a chart, cross-filter by clicking a data point, and save the view you will use every day. Related terms you may know this by: filter, filter bar, cross-filter, drill, drill down, drill-through, saved view, save view, and filter view.

You can open the dashboard. The dashboard must have been shared with you, or you must have access to the workspace that contains it.

You have a reporting role. Filtering, cross-filtering, and drilling are available to anyone who can open a dashboard, which includes the Admin, Analytic, and Viewer reporting roles.

For saving a filter view: this requires the "CREATE_FILTER_VIEW" permission, which is granted through the workspace "MANAGE" permission. On the Custom tier that belongs to the Admin reporting role. If you have the Analytic or Viewer role and the save option is not available, that is expected.

The dashboard's author controls which filters appear, whether cross-filtering is on, and whether drilling is configured on each chart. If something described here is missing, it usually means the author has not turned it on.

Open a filter from the filter bar. Every dashboard has a filter bar at the top. The dashboard's author decides which filters appear there. Common ones are Date (for example, Trip Picked Up At), Customer, Carrier, Lane, and Driver. Click any filter to open it.

Narrow an attribute filter and apply it. Open the filter to see a list of values. Type in the search box to narrow the list. Tick the values you want and untick the rest. Click Apply inside the filter to commit your selection. Some attribute filters are multi-select; some are single-select. The dashboard author decides which.

Set a date filter. Open a date filter to see two flavors. Relative ranges such as Last 7 days, Last 30 days, This month, Last quarter, and This year, anchored to today so the dashboard rolls forward with the calendar. Custom range, where you pick a specific start and end date. Click Apply to commit your selection.

Cross-filter by clicking a chart. Some dashboards let you click a data point in one chart to filter the entire dashboard to that selection. For example, click a column showing "Customer A" and every other visualization re-filters to just Customer A. If cross-filtering is enabled, you will see a brief highlight or label confirming the cross-filter is active. To clear it, click an empty area of the chart, click the same point again, or click Reset all filters.

Drill into 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; navigate to another dashboard, with the clicked value passed along as a filter; open a URL, often a link back to the underlying record in Alvys; or drill down a hierarchy, for example country, then state, then city. Drilling does not change the dashboard's filters. Close the drill dialog or click back to return.

Save a filter view. 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 (for example "My carriers, last 14 days"), and optionally tick Set as default so this view loads automatically when you open the dashboard.

Next, reset all filters. If you have 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 and per browser, so reopening the dashboard tomorrow brings back your last selection. Reset clears that.

You can now shape any dashboard to the slice you care about, click into the detail behind a chart, and reopen the dashboard tomorrow with your filters already applied. A saved filter view, optionally set as the default, loads automatically every time you open the dashboard.

The dashboard author has not enabled drilling on that widget. Ask the author to add drilling, or build your own dashboard and configure drilling yourself.

The dashboard author decides which filters appear in the filter bar.

Saving a filter view requires the "CREATE_FILTER_VIEW" permission, which is granted through the workspace "MANAGE" permission and belongs to the Admin reporting role on the Custom tier.

Q: Are my saved filter views visible to my team?

A: No. Filter views are personal. Your saved views are yours, not the team's.

Q: Will the dashboard remember my filters if I do not save a view?

A: Yes. Your filter changes are remembered per user and per browser, so reopening the dashboard tomorrow brings back your last selection. Clicking Reset all filters clears that.

Q: What is the difference between cross-filtering and drilling?

A: Cross-filtering re-filters the whole dashboard to the data point you click. Drilling opens the detail behind a chart, such as a related visualization, another dashboard, a URL, or the next level of a hierarchy, and it does not change the dashboard's filters.

Q: Why does clicking a chart not filter or drill?

A: The dashboard's author controls whether cross-filtering is enabled and whether drilling is configured on each chart. If nothing happens, the author has not turned that behavior on for that widget.

Q: Do relative date ranges update on their own?

A: Yes. Relative ranges such as Last 7 days and This month are anchored to today, so the dashboard rolls forward with the calendar.