Apply Dashboard Filter across all Tabs
Hi, Is there any way to apply a dashboard filter to cover all tabs? The filter works fine when all the reports are on the same tab, but if I want to split reports across tabs, then it's very inco...
Forum Discussion
I'm not aware of a way to use those filters to filter across tabs. There is another way, it used to be the solution to filtering dashboards before these new dashboards. You create a record that is a parent to all records in whatever tables you want to filter, and put the filter criteria in a field that passes down as a lookup field to all of the child records. Then you build reports based on that field.
For example: If you want to filter projects by division, you create a parent table with a text field that says "Filter" and a single record relates to all projects. In the Projects table you create reports where the Division = Parent - Division. You create a report that just has that one parent record and put that at the top of your dashboard. People edit the input in the "Filter" field, and when they come back to the dashboard all reports are filtered to that division.
It's a work-around, but it works!