Is there a way to share saved filters? | XM Community
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Is there a way to share saved filters?


vwilkison
Level 1 ●
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We have multiple users of our main dashboard and we would like to share the saved filters across users. Is there a way to do that?

Best answer by PeeyushBansal

You can do so by creating roles and then providing access rights to role rather than individuals.
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4 replies

PeeyushBansal
Level 6 ●●●●●●
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  • August 24, 2018
You can do so by creating roles and then providing access rights to role rather than individuals.

SaurabhPujare_Ugam
QPN Level 5 ●●●●●
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Hey @vwilkison ,

You may try adding a filter and lock it from the options.
I hope this is what you are looking for...

!

MohammedAli_Rajapkar
QPN Level 5 ●●●●●
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Unfortunately, there is no option to share the "saved filter" since its specific to the user who wants to filter the dashboard as per their need.

You can contact Qualtrics support to file a feature request for this.

Tim
Level 2 ●●
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  • 31 replies
  • December 13, 2019
Creating a role and then providing access rights to role rather than individuals is not going to work for us, it is too much maintenance and we have too many directors that want to share filter lists with managers. We would like the ability to share filters to be part of the product.

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