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Every dashboard has a filter bar across the top. All filters sit next to each other there, so you can see what is currently applied without opening a menu. As soon as you set a filter, the dashboard’s charts update.

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Period and survey

Period and Survey always come first in the bar. They are fixed context filters and cannot be removed. On a weekly or monthly dashboard, Period offers:
  • All
  • Today, Yesterday
  • This week, Last week
  • This month, Last month
  • This quarter, Last quarter
  • This year, Last year
  • Custom range
Custom range lets you set your own start and end date.
If the dashboard was set up with a Survey-based time period, Period lists the actual run times of your surveys as date ranges instead.
Survey narrows down which surveys feed into the results. If the dashboard covers only one survey, this filter is fixed.

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What else you can filter by

Alongside period and survey, you have:
  • Employee attributes — the groups you have defined for your employees, such as “Department”, “Location” or “Gender”. See Attributes explained for more.
  • Survey properties — the properties your surveys are categorised by in your account.
  • Questions — the answers to a single question, to narrow the dashboard down to a particular group of respondents.
Which of these are available in your account depends on your plan.

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More filters

Not everything available sits in the bar. More filters opens the full list and lets you show an additional filter, which then appears directly in the bar. This addition is not saved to the dashboard; it applies to your current view only. The cross on the More filters chip — Remove added filters — takes all of the additionally shown filters back out.

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Reset all filters

As soon as at least one filter is set, Reset all filters appears at the end of the bar. One click clears everything at once, instead of opening each filter in turn.
Your filter selection lives in the browser’s address bar. If you copy the URL and pass it on, the other person sees the same dashboard with the same filters — provided they are allowed to see the data.

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Configuring the filter bar

You decide which filters stay in the bar, and in which order.
  1. Open More filters.
  2. Click Configure filter bar… at the bottom.
  3. Visible filters lists the filters that appear in the bar. Drag and drop to reorder them, or take one out with Remove filter.
  4. Under Available filters, click a filter to add it to the visible ones.
  5. Click Save.
Period and survey do not appear in this list: they are fixed context filters and always come first. The selection applies to the dashboard, not to you personally. The dialog says so: “Saved for this dashboard: everyone who opens it sees these filters.” Until someone configures it, the bar shows the first three available filters.
Anyone who may edit the dashboard may configure it: admins and the person who created it. If you do not see Configure filter bar…, you do not have editing rights for this dashboard.

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What this does not set

You decide which filters sit in the bar and in which order — not which values are preselected in them. A dashboard cannot be handed over pre-filtered this way: whoever opens it sees the configured filters, but with nothing selected yet.

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Filters and anonymity

Filters shrink the result set, sometimes considerably. To read how Honestly keeps responses anonymous while you do that, see Anonymity ensured.