Quick Filters Let Users View and Customize Watershed Reports


Quick Filters allow your users to filter reports without needing to access Watershed’s report creation tool, Report Builder. These filters—which are easy to use—are perfect for providing limited report control to users who aren’t familiar with Watershed.

Use Watershed quick filters to limit report information.Quick Filters appear at the top of Watershed's reports.

Why did Watershed develop Quick Filters?

Some of our clients have hundreds of users logging into Watershed to view the same dashboards. They want each user to be able to customize the dashboards to meet their respective needs, but they don’t want each user to change the dashboards for other users.

Quick Filters allows any user to view and customize reports without affecting the report for other users. These filters also are easy to use and require minimal training.

How does it work with Report Builder's filters?

Report Builder (formerly called Explore) offers users the ability to filter data for reports to make sure each report only includes relevant data. Quick Filters work in addition to Report Builder's filters, so you still have some control over what your users see in reports.

How do I add Quick Filters to my reports?

It’s easy! When setting up a report in Report Builder, select which filters to enable in the Quick Filters section. You also can check out our help section to learn more about setting up and using these filters.

Set up quick filters in Watershed Explore

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Brooks Alford

About The Author

As Director of Client Success, Brooks provides client training and implementation support, maintains Watershed’s roadmap, and prioritizes feature development.