How to set up dashboards with row filtering

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Delancey Haig: documents · How to set up dashboards with row filtering

Holly asked how to build dashboards showing each client-account director their own placement and invoice data. Bethan provided row-level filtering guidance with step-by-step instructions. Holly implemented successfully and was satisfied.

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Current to 11 Oct 26

Holly asked how to build dashboards showing each client-account director their own placement and invoice data. Bethan provided row-level filtering guidance with step-by-step instructions. Holly implemented successfully and was satisfied.

Problem: Holly wanted to create dashboards where each client-account director sees only their own placement and invoice data. She was unsure of the right approach. Handling: Bethan responded in 17 minutes with clear step-by-step guidance on using row-level filtering with dashboard access controls. Holly implemented the solution and confirmed it worked, noting the concept was good though initial setup steps were confusing. Watch: Customer successfully using dashboards feature is a positive adoption signal.

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

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Details

Updated 9 Oct 26

Priorityurgent

Statusclosed

Categoryhow_to

Channelweb

First response (min)17

CSAT4

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created · Holly Tranter 11 Sep 2024 13:35
I'm trying to build a dashboard to show each client-account director their own placements and invoices, but I'm not sure what the right approach is. Can I create separate dashboards for different people, or do I need to set up some kind of filtering? I've looked at the dashboards guide but it doesn't cover this scenario.
public_reply · Bethan Lister 11 Sep 2024 13:52
Thanks Holly. You want to show each director their own client data in a dashboard. You can do this with one dashboard and row-level filtering. Here's how: 1. Create the dashboard with all client columns visible. 2. Go to Dashboard Settings and find the access control section. 3. Set row-level filters by person. 4. Test it by logging in as one of your directors and checking they only see their rows. Try that and let me know what you see. Thanks, Bethan
status_change · Bethan Lister 12 Sep 2024 13:19
public_reply · Holly Tranter 12 Sep 2024 16:44
That worked, thanks Bethan. The row-level filtering concept is good, though the setup steps were a bit confusing at first. Once I figured it out, the dashboards look clean. Cheers
status_change · 16 Sep 2024 23:59

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