Using the Dashboard Filter

Dashboard filters can help you drill down into your member data to easily create campaigns and view stats or trends to help you make decisions.

Create a new filter

1. From any of your dashboards, click Dashboard Filter
2. In the Filters window, use the Filters Criteria search bar or scroll through the list to select criteria
3. Select the options you need in Filter Selection:

4. Click the >> add button to add the filter to your Selected Filters:

5. Repeat the steps to add additional filters

Any filter that is in place, will remain applied throughout navigation to any other chapter until the Filter is reset.

5. To save your filter, add a Filter Name and click Save
6. To make changes to your filter, add or remove your Selected Filters and click the disk icon
7. Click OK to view your dashboard with the filter