How to check 'default filters' applied in Dashboard when setting 'recurring emails' | XM Community
Skip to main content

How to check 'default filters' applied in Dashboard when setting 'recurring emails'

  • December 22, 2022
  • 3 replies
  • 158 views

VictorAV
Level 3 ●●●
Forum|alt.badge.img+6

Dear community,
I'm trying to generate 'recurring emails' where Dashboards are sent automatically in a monthly basis. This Dashboard has multiple pages and based on the Qualtrics information only the page is being consulted, filters are applied:

Downloading Dashboard Pages


Dashboard exports generally respect the default filters set for the dashboard, unless you have adjusted the filters. The page you export will respect any filters you currently have applied instead of the filters set as the default. If you are exporting multiple pages of the dashboard, only the page you’re currently on will respect filters you currently have applied; otherwise, the additional pages of the export will revert to the default filters for the page.
For the rest of pages, it seems that 'default filters' are applied. But how can i check these 'default' filters? For instance in my case, I would like that the 'country' filter remains unfiltered but it seems that filter applies just for one of the country and I do not where to check to change it:
Screenshot 2022-12-22 at 13.30.50.pngThanks

3 replies

Forum|alt.badge.img+18

VictorAV Default filter is what you get when you click on "Reset to Default". If you dont see "Reset to Default" it means currently what filters you do see are default filters.
image.png


VictorAV
Level 3 ●●●
Forum|alt.badge.img+6
  • Author
  • Level 3 ●●●
  • 46 replies
  • January 16, 2023

arpanakulkarni and KimothiSaurabh thank you very much for your assistance, now it's clear!


Forum|alt.badge.img+11
  • Level 4 ●●●●
  • 334 replies
  • February 20, 2025

If you have edit access - I find that the default filters can be accidentally overwritten if you edit the page and then click done editing.  This is a BIG WATCHOUT for all users who have edit access and as a result you can change the filter setup for all users accidentally.  I am wondering if there is a way to prevent default filters from being overwritten.  eg. is there a way to prompt the editor when clicking ‘done editing’ whether they want to update the default filters.