How to set up dashboard filters for regional data?

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Lindqvarn Retail: documents · How to set up dashboard filters for regional data?

Linnea Holm asked how to set up dashboard filters for regional data. Bethan explained how to add region filters at the dashboard level; Linnea confirmed she understood.

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Current to 11 Oct 26

Linnea Holm asked how to set up dashboard filters for regional data. Bethan explained how to add region filters at the dashboard level; Linnea confirmed she understood.

Opportunity: customer seeking to enable regional managers to see customer data only for their own stores. Handling: Bethan asked which field holds region information and explained how to add filters at the dashboard level, letting each manager select their region. Linnea confirmed understanding and that this solved the need.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)273

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public_reply · Linnea Holm 28 May 2026 12:09
I've had a look at the dashboards builder and see some filter options. Is that what we need?
created · Linnea Holm 28 May 2026 14:12
We need to help our store managers access customer insights for their specific regions. Can you explain how to set up dashboard filters so that each manager only sees data for their region?
public_reply · Bethan Lister 28 May 2026 18:45
Thanks for reaching out. Just so I've got this right, you want regional managers to see customer data for their own stores only. You can add filters at the dashboard level. Which field in your data holds the region information?
public_reply · Bethan Lister 1 Jun 2026 11:40
Once you've linked the region field, you can add it as a filter. Each manager can then select their region and see only relevant customers. Let me know if you need any other filters.
status_change · Bethan Lister 2 Jun 2026 11:58
public_reply · Linnea Holm 2 Jun 2026 15:17
Great, I understand now. That's exactly what we need. Thanks for the help.
status_change · 6 Jun 2026 23:59

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