> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Filters

> Refine dashboard data using the filter bar, cross-filtering, and multiple filter types.

Every dashboard includes a filter bar that lets you narrow down the data displayed across all widgets. Filters are applied globally to the dashboard — changing a filter updates every widget at once.

### Filter Bar Overview

The filter bar is a horizontal bar below the dashboard header. It contains:

* **Labeled dropdown buttons** — One for each available filter dimension.
* **Reset button** — Appears when you modify any filter, allowing you to restore defaults.
* **Active filter indicators** — Filters with active selections are visually highlighted.

### Filter Types

Dashboards can include several types of filters depending on the data:

| Filter Type       | Description                           | How It Works                                                      |
| ----------------- | ------------------------------------- | ----------------------------------------------------------------- |
| **Multi-Select**  | Choose one or more values from a list | Checkbox dropdown with search, Select All, and Clear All          |
| **Single Select** | Choose exactly one value              | Dropdown with a single selection                                  |
| **Text**          | Free-form text search                 | Matches partial text, case-insensitive                            |
| **Date Range**    | Select a start and end date           | Date pickers with preset ranges (Last 7 days, Last 30 days, etc.) |
| **Number Range**  | Filter by a numeric range             | Min/max inputs                                                    |

### Using Multi-Select Filters

Multi-select is the most common filter type. To use it:

1. Click the filter dropdown button to open it.
2. Use the search box to find specific values.
3. Check or uncheck individual options to include or exclude them.
4. Use **Select All** or **Clear All** to quickly toggle all options.
5. Click **Apply** to update the dashboard.

<Note>
  Filter options are loaded dynamically from your data. The available values reflect what exists in your organization's data for that field.
</Note>

### Using Date Range Filters

Date range filters let you scope data to a time window:

1. Click the date filter to open it.
2. Select a preset range (e.g., **Last 7 days**, **Last 30 days**) or choose custom dates.
3. For custom ranges, pick a start date and end date from the date pickers.
4. The dashboard updates to show only data within the selected range.

### Cross-Filtering

In addition to the filter bar, you can filter data by clicking directly on chart elements. This is called **cross-filtering**.

1. Click a data point in any chart widget — for example, a bar, pie slice, or line point.
2. All other widgets on the dashboard update to show only data matching that value.
3. A **Clear filters** indicator appears in the filter bar when a cross-filter is active.
4. Click the same data point again, or click **Clear filters**, to remove the cross-filter.

Cross-filtering works with bar charts, line charts, area charts, and pie charts. It combines with any active dashboard filters — the cross-filter narrows the data further within the current filter state.

### Resetting Filters

Click the **Reset** button in the filter bar to restore all filters to their default state. The Reset button only appears when you have modified one or more filters from their defaults. This also clears any active cross-filters.

### Filter Status Indicators

The filter dropdown button shows the current state at a glance:

| State                         | Display                                   |
| ----------------------------- | ----------------------------------------- |
| All values selected (default) | Shows **All**                             |
| One value selected            | Shows the selected value                  |
| Multiple values selected      | Shows **N selected** (e.g., "3 selected") |
| No values selected            | Shows **None** — no data will appear      |

<Note>
  Fields with null or missing values appear as **\<null or empty>** in the filter dropdown. You can select or deselect these like any other value.
</Note>

### How Filters Affect Data

* Filters are applied to **all widgets simultaneously** — you cannot filter individual widgets independently.
* Multi-select filters use **include** logic — only records matching at least one selected value are shown.
* Text filters use **partial match** with case-insensitive comparison.
* Date and number range filters use **between** logic — records must fall within the specified range.
* Filters combine with the current view type's row-level security (RLS). For example, if you are in **My Book** view, filters only narrow within the accounts already assigned to you.

### Related Pages

* [Reports Overview](/reports/basics_of_reports) — Key concepts, widget types, and data sources
* [Creating Dashboards](/reports/creating_dashboards) — Build dashboards, add widgets, and configure data sources
* [Viewing Dashboards](/reports/viewing_dashboards) — Navigate dashboards and interact with widgets
* [Managing Pinned Dashboards](/reports/managing_pinned_dashboards) — Pin, unpin, and reorder dashboards (admin only)