How do I filter widgets?

To Filter your Widget:

1. Select the ‘Edit’ button at the bottom of the page and the Filter, Export & Settings buttons shall display at the top right of each Widget.

2. Select the Filter button (Funnel Icon)

3. Select the field you wish to display and select the >> arrows button, and select Save at the bottom.

Once a Global Filter option is applied, it will restrict the data included to a subset. For example, if a customer only wants Active records displayed, a Global Filter can be applied to exclude records with status of “Closed” (as shown below). To stop this filter, simply select the Reset button.