Bookmarking dashboard states with filtered views

Note: Filtered views are available only in the new dashboard
builder. For eqivalent functionality in the legacy dashboard builder, see About the legacy Explore dashboard builder.

Filtered views make it easy to switch between different filter settings on a single
dashboard tab. A filtered view acts as a bookmark that returns a viewer to a saved state
within a dashboard tab without having to manually set the dashboard’s filters.
This article contains the following topics:

Creating a filtered view
Editing a filtered view
Deleting a filtered view
Applying a filtered view to a dashboard tab



Creating a filtered view

You can create a filtered view that saves a certain dashboard filter configuration. A
filtered view applies only to the tab you’re on when you create it.
To create a filtered view



Open an existing dashboard, or
create a new one.
Select the tab you want to create a filtered view for. Filtered views apply
at the tab level, not the dashboard level.
If you haven’t already, add the filters you want the dashboard to have.
Set the filter values as desired. The values you select will be used in the
filtered view.
Click the Filtered views icon ( ) in the right sidebar.
In the Filtered views panel, click the plus sign (+).

In the Name field, enter a short, descriptive name for the filtered
view.
(Optional) Select Set as default if you want this filtered view to
appear by default when a viewer opens the current dashboard tab.
Click Create filtered view.



Tip: If no filtered view is created, check that
you selected at least one value in each filter on the dashboard. If the filters
have no values selected, a filtered view can’t be created.




Editing a filtered view

For an existing filtered view, you can update its name and whether it’s set as the
default filtered view for a dashboard tab. To change the filter values saved within
a filtered view (in other words, the data that the dashboard displays), you must
create a new filtered view
instead.
To update a filtered view’s name or default status



Open an existing dashboard.
Select the tab you want to edit a filtered view for.
Click the Filtered views icon ( ) in the right sidebar.
Hover over the filtered view you want to update, click the options menu
( ), and select Edit.

To change the name, update the Name field.
To configure whether this filtered view appears by default when a viewer
opens the current dashboard tab, select or clear Set as default.

Tip: You can also set a filtered view
as default by clicking the options menu in the Filtered views
pane and selecting Set as default.

Click Save.





Deleting a filtered view

If you no longer need a filtered view, you can delete it. Deleting unneeded filtered
views prevents the dropdown list at the top of the dashboard from becoming
cluttered.
You can’t delete a filtered view that’s currently set as the default.
To delete a filtered view



Open an existing dashboard.
Select the tab you want to delete a filtered view for.
Click the Filtered views icon ( ) in the right sidebar.
Hover over the filtered view you want to delete, click the options menu
( ), and select Delete.





Applying a filtered view to a dashboard tab

When viewing a dashboard tab, you can apply different filtered views to quickly
switch back and forth between saved filter states. This lets you quickly compare
information on the same dashboard tab without having to manually reset your filters
each time.
To apply a filtered view to a dashboard tab



Open an existing dashboard.
Click the filtered view drop-down ( ) at the top of the dashboard and select the
filtered view you want to see.
The dashboard tab updates to
show you the data filtered according to the filtered view you chose.




{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/7610243884826",
"url": "https://support.zendesk.com/hc/en-us/articles/7610243884826-Bookmarking-dashboard-states-with-filtered-views",
"headline": "Bookmarking dashboard states with filtered views",
"description": "You can create, edit, delete, and apply filtered views to save and switch between specific filter configurations on dashboard tabs, enabling quick access to predefined data states without manually resetting filters.",
"articleSection": "Publishing and sharing dashboards",
"datePublished": "2024-07-15T12:16:43+00:00",
"dateModified": "2025-09-05T23:52:10+00:00",
"inLanguage": "en-US",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/7610243884826"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk",
"@id": "https://www.zendesk.com"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"@id": "https://support.zendesk.com/hc/"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk",
"@id": "https://www.zendesk.com",
"softwareAddOn": {
"@type": "SoftwareApplication",
"name": "Explore",
"@id": "https://support.zendesk.com/hc/en-us/sections/4405298856346"
}
}
}