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Use Filters in Custom Dashboards
  • 24 Feb 2025
  • 3 Minutes To Read
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Use Filters in Custom Dashboards

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Article summary

Use the built-in filtering options available in Dashboards to refine and visualize data based on specific conditions.

Example: Filter all Insights in the Dashboard to show data of users from the United States.

dashboards_new_filter.gif
Info
  • Filters added in Dashboards function as an AND condition to the existing filters applied to Insights.
  • There is no limit to the number of filters you can add to your Dashboards.
  • If you have multiple tabs in your Dashboard, the filters you apply are tab-specific.
  • The badge indicates the number of filters added.   dashboards_filter_badge.png

The following table lists the filtering options associated with Dashboards:

 Filters  Description 
Device TypeFilters data based on the hardware users use. Example: Mobile phones, desktops, tablet, and more.
Info
For more information on the different types of devices that are captured, see What are the device types captured by Product Analytics?
BrowserFilters data based on the browser type users use to access the application. Example: Chrome, Firefox, Edge, and more.
CityFilters data based on the city. This data is taken from the browser. Example: Dallas, Beijing, Bengaluru, and more.
CountryFilters data based on the country. This data is taken from the browser. Example: United Kingdom, United States, and more.
Info
The country names are shown as ISO country codes.
Event trigger page URLFilters data based on where the event is launched.
User IdFilters data based on the ID from which the Whatfix event is triggered. Example: johndoe@whatfix.com.
Note
  • The User Id filter is case sensitive. Ensure you add the exact User Id value to get data.
  • Use a comma to search multiple User IDs.
  • To filter based on a User ID that contains a comma, for example Doe, John, enclose the User ID in quotes "Doe, John" while searching. Add a comma after the quotes when filtering for more than one User ID with a comma.
  •  To exclude a User ID that contains quotes, for example "John", do not add a comma between the quotes.
Extension versionFilters data based on the browser Extension version in use.
OS versionFilters data based on the OS versions.
Extension nameFilters data based on the different browser Extension names.
Reserved variable 1

Whatfix reserves two variables as placeholders for additional properties required when sending event data. Reserved Variables are these properties captured along with Default and Custom events. They are dependent on events and user interaction and capture data only when all necessary conditions are met. For example, you can set up a ‘session count’ Reserved Variable that will increment every time the user logs in. For more information, contact support@whatfix.com. Data is filtered based on these additional properties.

Reserved variable 2

Whatfix reserves two variables as placeholders for additional properties required when sending event data. Reserved Variables are these properties captured along with Default and Custom events. They are dependent on events and user interaction and capture data only when all necessary conditions are met. For example, you can set up a ‘session count’ Reserved Variable that will increment every time the user logs in. For more information, contact support@whatfix.com. Data is filtered based on these additional properties.

User AttributeFilters data based on the captured User Attributes, such as, role and department.
LanguageFilters data based on the browser language. Example: French(fr), Spanish(es), and more.
RegionFilters data based on the geographical region. This data is taken from the browser. Example: Camden, Kerala, Central Province, and more.
ModelFilters data based on the model of user's device. Example: Apple iPhone, Linux Desktop, and more.
OSFilters data based on the base software(Operating System OS) that runs on the hardware. Example: iOS, Linux, Windows, and more.
User typeFilters data based on whether Whatfix is able to detect and identify users by their User ID when they log in to the application. There are two types of users: identified and unidentified users. For more information, see How can I filter unidentified users in Product Analytics?
CohortFilters data based on the Cohorts users belong to. For example, filter new users (grouped using specific conditions as a Cohort) who engage with a feature.
Stage nameFilters engagement data based on the stage (Ready or Production) in which the Whatfix content or widget is present.
Info

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