Want to make weekly reporting easier—or build dashboards that go deep on specific contact reasons? You can now pin a saved filter as the default filter on any dashboard, saving time and streamlining your workflow.

Before: Filters applied across all dashboards, so switching reports meant reapplying filters over and over.
Now: Each dashboard can have its own pinned filter, so you get exactly the view you want—every time.

⭐ What's New

  • Default filter pinning: Pin any saved filter as the default for specific dashboards

  • Seamless dashboard switching: Reports with the default filter will not be affected by saved filter changes on other reports

⭐ How to pin a filter

  1. Open a dashboard.

  2. Click the dropdown next to Apply Saved Filter.

  3. Create or select a saved filter, then click Pin as default.

Once pinned, you'll see a banner showing the active filter. You can click it to edit or remove.

This small update saves teams time, reduces filter errors, and helps everyone work off the same source of truth—without extra clicks.