How to create Saved Filters in Wink V2

You can create custom views of your dashboard for different needs. This method is particularly useful if you want to display personalized data without having to create separate dashboards.

Video Walkthrough

For a visual walkthrough, How to create Saved Filters in Wink V2. It demonstrates the process step by step for visual reference.

Just follow these steps: 

Open the dashboard or the Report that you want to add a Saved Filter. If there’s no filter added yet, you will see the “Add filters” button at the top of your dashboard/report.

Click on “Add Filters” to apply the necessary filters to personalize the view (e.g., filter by Date, Employee, Category, etc).

To save the view, first, you need to click on the filter icon next to the “Filter”, and then select "Add as a new saved filter."

In this step, you can also do other things like “Update”, “Reset” and “Manage saved filters” that you made previously.

A new window will appear where you can name the filter. Click "Save."

Widget Filters. In the Manage saved filters, you can also personalize each widget’s filter. Doing so will override the Dashboard filter depending on the scenario you want to get.

Once done, just click on “Save”