Filtering and refreshing
The filter bar at the top of a dashboard narrows every card at once. It is the difference between a dashboard that reports on everything and one that answers a question about a single client, a single week, or a single person.
The filter bar
| Filter | What it narrows to |
|---|---|
| Workspaces | One or more workspaces |
| Users | Records belonging to specific team members |
| Types | Pages, database records, contacts, time entries or inbox items |
| Date Range | A From and To date. Both are required before Apply becomes available |
| Tags | One or more tags. The list is searchable |
Filters apply to the whole dashboard, not to one card. A card that has no notion of the thing you filtered on simply ignores it — filtering by tag does not blank out a card that counts seats.
Filters live in the URL
Your current filters are written into the page address. That has one useful consequence: a filtered dashboard can be bookmarked or sent to a colleague, and they will see the same view you did rather than the unfiltered default.
Save the question, not just the dashboard
"Last month, this client, time entries only" is a URL. Bookmark it and you have a saved report without building a second dashboard.
Clearing filters
Each filter clears from its own menu. The date range has an explicit Clear button next to Apply.
Refreshing
Cards re-read their data automatically at the interval set when the dashboard was created — 30 to 600 seconds, defaulting to 120.
Auto-refresh only runs while the tab is actually visible. A dashboard left open in a background tab stops polling and picks up again when you return to it, so it does not spend the day querying on your behalf.
The toolbar's refresh button forces an immediate refresh of every card, and the time of the last refresh is shown beside it. A single card can be refreshed on its own from its ⋮ → Refresh.
If refreshes fail repeatedly — a dropped connection, for instance — auto-refresh backs off rather than retrying in a tight loop. Use the refresh button once the connection is back.
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