Dashboard Filtered For 1 Account

Question

Hello! I created a dashboard for a specific account however all the accounts I have access to are being listed in the reports. How can I filter the reports so all data shown is from only one account? Thank you!

Chris Simmons · Answer

To piggyback off of Carolina, the easiest and most scalable thing would probably be to just create a Dashboard filter for Account Name = that specific Account. If you set the filter on the Dashboard, then when you click on any of the charts, the underlying report will be filtered to just that specific Account

Dashboard Filtered For 1 Account

Reports & Dashboards

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