Overview

Each Dashboard will have filters on the right-hand column of the screen that will allow you to filter for specific data points. Filters will have the name of that data point you can filter by. 

Required Permissions

• Club Intelligence Admin 

Accessing the Tool

1. From your club website, go to the Admin Bar. 

2. Select Club Intelligence. 

3. Select a Dashboard you would like to view. 

Using the Filters 

• Hover over the filter heading and click the pencil icon that appears.

• Click the checkbox to select the value you want to access.

• Click Apply. 

Filter Features 

• Three Dot Dropdown – Use this to save/access your Default Filters. 

• Filter Heading – this indicates the item being filtered by 

• Pencil Icon – Hover over the filter heading to access. Then click to add/remove values. 

• Toggle Button – Use this to toggle on/off a specific filter. 

• Expand/Collapse Arrow – Use this to open and close the filter window as needed. 

Best Practices

1. If your dashboard is showing data for dates, people, events, etc. that you are not looking for, remove and reset your filters.

FAQs