How to set the order of dashboard filters

Version: Yurbi v12

Role: Agent and higher

Permission: agent with view permission or higher


Overview

To reorder your dashboard filters, you'll need to adjust the Filter Index Number of each filter. This number, assigned automatically when a filter is created, determines the filter's position.

Let us dive into the steps to rearrange your filters:

1. Click on the filter you want to arrange

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2. Click Edit button

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3. Click Filter Permissions

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4. Adjust the Filter Index Number of the desired filter. Inputting numbers starting from 0 to the number of filters you have and the order you want that filter to appear in the dashboard.

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Multiple filters can share the same Filter Index Number. If they do, they'll typically appear in the order they were created.

5. Click Save & Apply

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6. Locate Save This View

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7. Click Overwrite Saved View to save your changes.

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8. Reload the Dashboard to see the impact of your adjustments.

Remember to Overwrite Saved View and Reload the Dashboard after each change to the filter index. This ensures you are checking the adjustments one by one.

If you do not see overwrite but only the Save As option, it means you are modifying a Global View that you do not have permission to modify. Use the Save As to create a personal view that you have ownership of and can modify.


And there you have it! You now know how to set the order of dashboard filters!