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Analytic Setup

First set up a new Standard Tab by following these steps: Creating a Standard Tab

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Click on the Analytic Setup menu item From here you will see a list of Dashboard Reports on the left side of the setup menu, the first selected. Click on the report that contains the filters you wish to display on the dashboard. Once you've selected a report, you will see a list of available User Prompt Filters to the right of the report list, under the Filter Display title. Enable the filters you wish to display on the dashboard. With filters defined you now need to create links to other reports so the filter values can be passed from your Selected report, to the others. Click on a report you wish to pass the filter values to in the Linked Reports list at the bottom of the page. You now have the choice of linking all or some of the filters to the selected report. Define which filters to link by changing the selection from No Link to Filter on each filter you wish to link. Now you need to define which field available to the linked report matches the field used as a filter in the main report. The fields available will be from the view the linked report was created on. Select the equivalent field in each of the drop down lists available, you need to ensure you select a field that contains the same data as the original filter. For example, you should not link a Year filter to a Month filter. Once you've linked all the filters, click the Save button at the bottom of the list. This will return you to the previous screen. You will now notice that the icon next to the linked report is now a tick, identifying that it has been set up. You now need to repeat steps 4 to 7 for the other reports you wish to link. Click Ok to complete the process.

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Click on the Analytic Setup menu item
From here you will see a list of Dashboard Reports on the left side of the setup menu, the first selected.
Click on the report that contains the filters you wish to display on the dashboard.
Once you've selected a report, you will see a list of available User Prompt Filters to the right of the report list, under the Filter Display title.
Enable the filters you wish to display on the dashboard.
With filters defined you now need to create links to other reports so the filter values can be passed from your Selected report, to the others.
Click on a report you wish to pass the filter values to in the Linked Reports list at the bottom of the page.
You now have the choice of linking all or some of the filters to the selected report.
Define which filters to link by changing the selection from No Link to Filter on each filter you wish to link.
Now you need to define which field available to the linked report matches the field used as a filter in the main report. The fields available will be from the view the linked report was created on.
Select the equivalent field in each of the drop down lists available, you need to ensure you select a field that contains the same data as the original filter. For example, you should not link a Year filter to a Month filter.
Once you've linked all the filters, click the Save button at the bottom of the list. This will return you to the previous screen. You will now notice that the icon next to the linked report is now a tick, identifying that it has been set up.
You now need to repeat steps 4 to 7 for the other reports you wish to link. Click Ok to complete the process.

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