Default (on load) filter for custom interactive filters

[Vespertinus]

We have setup a custom interactive filter to pick a single date to filter reports on a dashboard

https://docs.servicenow.com/bundle/helsinki-performance-analytics-and-reporting/page/use/dashboards/...

Question 1: is it possible to automatically filter for a predefined condition by default if dashboard is opened first time (e.g. yesterday) in a custom interactive filter? This works fine in a default date filter where i can set "Yesterday" as default. But Date filters are only range based, so they do not meet our requirements.

Question 2: is it possible to reset ALL dashboard filters from a custom interactive filter? (so all filters are reset on the dashboard tab (like if i select "Reset filter" from context menu, not only the current filtering in the custom filter)

Thx and br
Vesp

[Apurva Malewad1]

Hi Vespertinus,

As per my understanding if you use the custom interactive filter that you created on any dashboard to filter the dashboard data and if you select any value like Yesterday for your date filter then it will be saved next time you open the dashboard you will same value over the interactive filter but that is only for current logged in user as the dashboard user preferences get saved when you visit any dashboard it saves the filters as well that you have selected.You can check the user preference table/module for more reference.But just try this and check if its working for you as its working for me anytime for any dashboard/interactive filter. If any concerns, please let me know. You can refer below link for user preferences:

https://docs.servicenow.com/bundle/orlando-platform-administration/page/administer/navigation-and-ui...

Please mark my answer as Correct/Helpful if it helps you to resolve your problem.

Regards,

Apurva

[Vespertinus]

Hello Apurva, thanks for fast answer. Actually we want to autofilter by default (yestereday) anytime a new user is loading the dashboard. Like the default interactive filters act if a default filter value is selected... any ideas?

[Adam Stout]

Custom interactive filters do not support default values:  https://docs.servicenow.com/bundle/orlando-performance-analytics-and-reporting/page/use/dashboards/r...

You can force them to by making it reload the reports once the filter, but this is problematic for a few reasons.

If you are filtering on a date, then a standard date filter would be recommended since that can have a default value.

[Todd13]

I know this is an old post, but trying to get creative.  I have a dashboard where a service agent will select a user.  Everything works fine, except that all of the dashboard widgets load all data prior to selecting the user from the GlideChoiceList.  I've tried using window.onload events to set the default filters to zero to prevent loading.  But this doesn't work.  I'm essentially trying to prevent loading the widget data until the service agent selects a user.  If I could set a default filter, my dashboard would work.  If I can't, I'm not I will release a dashboard that loads too much data.  Do you have any other suggestions?