How to filter fleet data by region in dashboards
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Carnmoor Fleet Leasing · How to filter fleet data by region in dashboards
Priti needed help filtering fleet data by region in a dashboard. Bethan walked her through the filter icon, then also showed her how to save the filtered view for team access.
What happened
What this says
As at Fri 9 Oct 2026Priti needed help filtering fleet data by region in a dashboard. Bethan walked her through the filter icon, then also showed her how to save the filtered view for team access.
Problem: Priti could not find the region filter option in the dashboard builder. Handling: Bethan provided detailed guidance on using the filter icon and save view feature. Watch: Slow first response at 593 minutes despite low priority; customer's follow-up questions suggest she needed more detailed self-service documentation.
Details
Updated 9 Oct 26Trail
created · Priti Varma 18 Mar 2026 12:37Hi, I'm trying to filter the fleet data by client region in my dashboard, but I can't find the filter option. I've looked in the dashboard settings and it's not obvious. Do I need to go into the query builder, or is there a simpler way? I need to show my team just the Northern region. Cheers, Priti- Public reply · Bethan Lister 18 Mar 2026 22:30Hi Priti, just so I've got this right: you're building a dashboard and want to filter the fleet records to show only the Northern region? I can walk you through that. In the dashboard builder, when you've added the fleet dataset, look for the filter icon (three horizontal lines) in the top right of that data section. Click that and select Region from the dropdown, then type or search for "Northern" to narrow the list. Can you try that and tell me what you see? Thanks, Bethan
- Public reply · Priti Varma 20 Mar 2026 15:48Ah, I see it now! I was looking in the wrong place. That worked. Actually, one more thing: is there a way to save this as a view so my team can access the same filtered dashboard? Cheers, Priti
- Public reply · Bethan Lister 23 Mar 2026 10:09Great! For your second question: once you've set up the filters the way you want them, look at the top of the page for a "Save view" button. Click that, give it a name like "Northern region fleet summary" and choose who can access it: just yourself, your team, or everyone at Carnmoor. Anyone you share it with will see the same filters each time they open it. Thanks, Bethan
- Public reply · Priti Varma 24 Mar 2026 10:13Perfect, all sorted now. Thanks for the help, this is exactly what we needed. Cheers, Priti
- Status change · 21 Apr 2026 23:59