How to Create a Report-Level Filter

Read this article for step-by-step instructions to create a Report Level filter for your dashboard and share it with your clients

Ankita Goyal avatar
Written by Ankita Goyal
Updated over a week ago

Steps to Create a Report-Level Filter

Step 1: Navigate to the Intentwise Analytics Looker Studio Template in the left menu > Click on File > Select Report Settings

Step 2: On the right side 'Report Settings' tab will appear > Click on 'Add A Filter'

Step 3: Click on 'Create A Filter' under the right menu of 'Filter Picker'

Step 4: A new tab will appear, 'Create Filter' > Put all the information > You can add a filter for one account or multiple accounts

Step 5: Share the report with your clients with 'Viewer Access'

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