Dashboard Filters

The dashboard filter bar lets you narrow the data displayed across all widgets. Filters apply globally -- when you select a filter, every widget on the dashboard updates to reflect only the matching data.

Filter Bar Location

The filter bar sits directly below any onboarding banners and above the widget grid. It consists of two rows:

• Row 1: Date preset pills and a clear-all button.
• Row 2: Dropdown filters for campus, enrolment year, program, status, and source.

A badge on the filter icon shows how many filters are currently active.

Date Range Filters

Preset Options

Click any of the date preset pills to quickly filter by a common time range:

Preset	Description
Today	Shows data from today only.
7d	Shows data from the last 7 days.
30d	Shows data from the last 30 days.
YTD	Shows data from January 1 of the current year to today.
Custom	Opens a date range picker for selecting specific start and end dates.

Custom Date Range

When you select "Custom":

1. A date range picker appears below the preset pills.
2. Select a start date and an end date.
3. Click Apply to filter the dashboard.
4. The selected range is displayed as "Start -- End" in the filter bar.

Click outside the date range picker or press the cancel button to close it without applying.

Dropdown Filters

Campus Filter

Available only if your school has multiple campuses and campus-based capacity is enabled.

1. Click the Campus dropdown.
2. Select a specific campus to filter all widgets to data for that campus.
3. Leave blank to show data for all campuses.

Enrolment Year Filter

1. Click the Year dropdown.
2. Select an academic year to filter by enrolment year.
3. Only active (non-archived) enrolment years appear in the list.

Program Filter

1. Click the Program dropdown.
2. Select a program (e.g., "Primary School", "Secondary School") to filter leads by program.
3. Only active programs appear in the list.

Status Filter

1. Click the Status dropdown.
2. Select an applicant status (e.g., "Pending", "Applied", "Enrolled") to filter by admissions decision.

Source Filter

1. Click the Source dropdown.
2. Select a lead source to filter by how leads discovered your school:
   • Form Submission
   • Form Started
   • Email
   • WhatsApp
   • Phone
   • Walk-in
   • Referral
   • Event
   • Social Media
   • Partner
   • Other

Combining Filters

All filters work together. When multiple filters are active, the dashboard shows only data that matches all selected criteria. For example:

• Program: Primary School + Status: Applied = shows only Primary School applicants with "Applied" status.
• Date: Last 30 days + Source: Form Submission = shows only form submissions received in the last 30 days.

The active filter count badge updates as you add or remove filters.

Clearing Filters

Clear All Filters

Click the Clear All button (pink text with X icon) at the right end of the filter bar. This resets all filters at once and returns the dashboard to its unfiltered state.

Clear Individual Filters

To clear a single filter:

1. Click the dropdown for the filter you want to clear.
2. Select the blank/empty option at the top of the list.

For date presets, clicking the currently active preset pill deselects it.

Filter Persistence

Dashboard filters are session-based -- they reset when you navigate away from the dashboard and return. This is by design, so you always start with a fresh, unfiltered view.

TIP

If you frequently use the same filter combination, consider creating a custom report in the Reports section. Reports save their filter configuration permanently and can be revisited at any time.

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