Bethan Lister

How do I set up a dashboard with a location filter?

Ticketclosed

Brackwell Freight Ltd: documents logo Brackwell Freight Ltd: documents · How do I set up a dashboard with a location filter?

Operations Analyst asking how to set up location-filtered dashboard for Trafford Park depot team. Bethan explained how to bind location field to dashboard filter; follow-up asked if setup worked.

Priority low

What happened

What this says

Current to 10 Oct 26

Operations Analyst asking how to set up location-filtered dashboard for Trafford Park depot team. Bethan explained how to bind location field to dashboard filter; follow-up asked if setup worked.

Problem: Customer wants dashboard with saved location filter to avoid manual filtering per depot. Handling: Bethan explained how to bind location field to dashboard filter in editor and lock it, or build separate dashboards per depot. Provided follow-up check to confirm success. Watch: Strong adoption signal; customer planning multi-depot dashboard rollout.

AI · claude-haiku-4-5-20251001 · 10 Oct 2026

Details

Updated 9 Oct 26
Prioritylow
Statusclosed
Categoryhow_to
Channelweb
First response (min)213
Helpdeskmade from

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  1. Aisha Rahman
    created · Aisha Rahman 13 Nov 2025 13:10
    Hi, I'm trying to set up a dashboard for our Trafford Park depot team so they can see just their own accounts without filtering manually each time. Is it me or can't you save a default filter on a dashboard itself? I've had a look in the dashboard builder but I'm not seeing the option. I can do it on a page search, so I'm wondering if it's possible on dashboards too. I've attached a screenshot of what I'm trying to build. The depot location is a custom field in our accounts, so I'd ideally like to filter by that. Thanks, Aisha
  2. Aisha Rahman
    public_reply · Aisha Rahman 13 Nov 2025 13:34
    Just to add – if it's not possible to set one dashboard up with a locked filter, would I be better off building separate dashboards for each depot? That might work for us too. Cheers, Aisha
  3. Bethan Lister
    public_reply · Bethan Lister 13 Nov 2025 16:43
    Hi Aisha, Just so I've got this right – you want one dashboard that shows only Trafford Park accounts so the team don't have to filter manually? You can do this. In the dashboard editor, open your component and look for the filter icon at the top right. You can bind any field in your data to a dashboard filter – so bind the location field and set it to show Trafford Park only. Once you save, that filter is locked in for anyone who opens it. You can also build the same dashboard multiple times for each depot if that works better for your workflow. Can you try that and let me know how it goes? Thanks, Bethan
  4. Bethan Lister
    public_reply · Bethan Lister 14 Nov 2025 14:12
    Just following up – did you manage to get the dashboard set up? Want to make sure it's working the way you need it to. Thanks, Bethan
  5. Bethan Lister
    status_change · Bethan Lister 9 Dec 2025 15:58
  6. status_change · 13 Dec 2025 23:59
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