Bethan Lister

Could we filter dashboard results by store location?

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Customer wanted to filter dashboard results by store location to avoid manual spreadsheet filtering. BB-Demo explained feature exists in dashboards builder; customer successfully self-served and now wants templates.

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Current to 11 Oct 26

Customer wanted to filter dashboard results by store location to avoid manual spreadsheet filtering. BB-Demo explained feature exists in dashboards builder; customer successfully self-served and now wants templates.

Problem: customer exporting data and filtering manually in spreadsheets to run regional reports. Handling: Bethan explained the dashboards builder already supports location filtering. Johan successfully built a Nordic stores report and asked about templates. Watch: positive adoption signal; e-commerce team expanding dashboards builder use, creating opportunity for standardization.

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

Details

Updated 9 Oct 26
Prioritynormal
Statussolved
Categoryfeature_request
Channelchat
First response (min)419
CSAT5
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  1. Johan Berglund
    created · Johan Berglund 6 Oct 2026 09:23
    Hi, our e-commerce team would like the ability to filter dashboard results by store location when we run reports. At the moment we have to export everything and filter manually in a spreadsheet, which takes ages. Would this be something the brain could do?
  2. Johan Berglund
    public_reply · Johan Berglund 6 Oct 2026 09:45
    We're looking at this specifically for our Nordic stores segment, we run analysis by region and it would save a lot of time if we could slice the data that way within the brain itself.
  3. Bethan Lister
    public_reply · Bethan Lister 6 Oct 2026 16:22
    Thanks, Johan. Just so I've got this right: you want to filter your dashboards by the store location field that's already in your data, so you can run region-specific reports without exporting? That's definitely something the brain supports. Have you built a dashboard yet, or would you like me to walk you through the steps?
  4. Johan Berglund
    public_reply · Johan Berglund 8 Oct 2026 12:10
    Actually that's really helpful, I hadn't realised we could do that within the dashboards builder. I've had a go this morning and got it working for the Nordic stores report. One question though: can we save this as a template so the other analysts can use it?
  5. Bethan Lister
    public_reply · Bethan Lister 8 Oct 2026 14:01
    Yes, you can. Once you've built a dashboard, anyone on your team with the right permissions can duplicate it and use it as a starting point. I'll send you a link to the builder guide so the other analysts can see how to do that. Thanks, Bethan
  6. Bethan Lister
    status_change · Bethan Lister 9 Oct 2026 14:10
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