Q & A with Matt K! Filter Follies with Dashboards and Reports

In this episode of "Q & A with Matt K!", Matt addresses a question from Nancy in the Salesforce Admin Community about an issue with dashboard filters stacking up in reports.

Here’s Nancy’s Full Question:

"I have created a filter in a dashboard. Every time I change the filter, the older filter option is saved in the underlying reports, and I have to go to the report level to delete the filters. Is there a way to solve this?"

After investigating, here’s what we found:

15:22 - Solution Breakdown:
It turns out that when you apply a filter to a dashboard and then open a report using the "View Report" link, the report opens with the dashboard’s filters applied via URL parameters. However, if you open the report directly from the Reports tab, or if the URL parameters are removed, the report will open without any filters—remaining unchanged.

24:05 - Demo of removing URL parameters to see "original" report

Important Note:
If you edit the report from the filtered view and save it, the filters will become part of the report permanently (or until overwritten with another save). To avoid this, always ensure you’re aware of how the filters are being applied before making changes.

Watch the full video for a deeper dive into this behavior and to learn how to avoid unwanted filter changes in your reports!

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