Protect certain reports from Dashboard Date Filters

danuk
danuk Member Posts: 4 VERIFIED MEMBER
Third Anniversary First Comment Photogenic
in Sales CRM #1

It would be really useful to have a toggle on a report instance on a dashboard to say whether it should respect the dashboard filters or not.

This would allow us to have certain blocks showing eg "Year to Date" or "Last 12 Months" figures whilst also showing tactical information such as demos booked in last week.

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Answers

  • Sophie
    Sophie Pipedrive Team Posts: 199 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @danuk,

    Thank you so much for sharing this feedback, feel free to also share this in the Ideas and Product Feedback section of the Community as well so other users can upvote it! While it is not currently possible to toggle on/off dashboard filters, I think it would be a great addition! Thanks again!

  • danuk
    danuk Member Posts: 4 VERIFIED MEMBER
    Third Anniversary First Comment Photogenic
    #3

    Sophie - to avoid duplicating my post (which often gets people told off on other forums) - is there any way as a moderator you can move this to the right section? I'm sorry - it was my first post so put it in the wrong place!

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