Dashboard and Tab filters

Filters transform massive employee engagement datasets into clear, actionable focal points. By segmenting raw analytics against key demographic indicators—such as department, location, tenure, or custom roster fields, leadership teams can strip away macro-level noise to uncover hyper-localized workforce sentiments. We have two levels of filters in a dashboard, Dashboard filters and Tab filters. Dashboard filters are applied across all the tabs within a dashboard, while Tab filters are applicable on the specific tab only.

Watch this quick walkthrough to understand how it works:

To implement filters across your dashboards in the EX portal, log in to QuestionPro Employee Experience and follow these steps:

• Navigate to Access Portal inside the employee list page. By clicking this, you will land on the Dashboards page in the Employee Experience portal which shows the list of all the created and shared dashboards. Go to the needed dashboard or create a new one.

• Once inside a dashboard, to isolate information across your entire workspace simultaneously, click on the Filter Button located at the global top-right header. Setting conditions here activates a Dashboard-level filter.

• In the setup configuration menu, select your criteria from your active employee roster attributes (e.g., Department = "Engineering"). Click Apply to automatically recalibrate every widget across all available tabs in that dashboard.

• For more granular breakdown inside a tab, go to the kebab menu of that tab and select Tab filters.

• Define your parameters within this tab filter. This restricts and refines the data visualization properties exclusively for the localized widgets on this specific tab, leaving all other global reporting canvases completely unaffected.


Important Note on Data Exports: Data exports can be done on a Tab level only. You can export the entire tab or specific widgets in a tab. Whever filter are actively applied, any operational data downloads extracted directly from the system including automated PDF summaries or raw Excel matrix spreadsheets will exclusively contain the isolated data values matching your active filters to keep external presentations structurally accurate.