We're excited to announce a powerful new feature that gives you unprecedented control over your scheduled content delivery: Custom Filter Configuration for Schedules. This enhancement allows you to customize filters specifically for each scheduled report, dashboard, or email, ensuring that recipients receive exactly the data they need, when they need it.
What's New?
Personalized Filter Settings Per Schedule
Previously, scheduled reports would use the default filter settings defined in the original report. Now, you can customize these filters for each individual schedule, allowing you to:
- Tailor data for specific audiences - Send different filtered views of the same report to different teams
- Create time-sensitive reports - Set up filters that automatically adjust based on scheduling context
- Optimize for recipients - Ensure each recipient gets the most relevant data subset
Support for All Content Types
This feature works seamlessly across all three content types in DataReportive:
- 📊 Reports - Customize data filters for scheduled reports
- 📈 Dashboards - Set specific filter values for dashboard schedules
- 📧 Emails - Configure email-specific filter parameters
How It Works
Intuitive Filter Customization Interface
When creating or editing a schedule, you now have access to a dedicated filter customization page that provides:
- Real-time preview - See exactly how your filters will affect the scheduled content
- Interactive filter controls - Use the same familiar filter interface you know from report editing
- Validation and error handling - Ensure your filter configurations are valid before saving
When adding or editing a schedule simply hit the "Customize Report Filters" and you'll be able to view the document, and set the filters. Then hit the "Save Report Filters" and get back to editing your schedule.
Flexible Filter Types
The system supports all standard filter types for schedule customization:
- Selection Filters - Choose specific values from predefined lists
- Dropdown Filters - Single-selection dropdown menus
- Radio Filters - Single-choice radio button groups
- Checkbox Filters - Multi-selection checkbox groups
- Text Input Filters - Free-form text input
- Number Input Filters - Numeric value inputs
- Date Input Filters - Date and time selections
- User Filters - User-specific filtering options
Smart Filter Management
- Inheritance with Override - Schedules inherit base filter structure but allow custom values
- Backward Compatibility - Existing schedules continue to work without modification
Key Benefits
🎯 Targeted Data Delivery
Send the right data to the right people. A sales report can be filtered by region for regional managers, by product line for product managers, or by time period for executives.
⏰ Time-Aware Scheduling
Set up filters that make sense for the delivery schedule. For example, a monthly report might automatically filter to show only the current month's data.
🔄 Reduced Manual Work
No more creating multiple versions of the same report for different audiences. One report, multiple customized schedules.
📱 Enhanced User Experience
Recipients receive precisely the data they need, reducing information overload and improving decision-making efficiency.
Looking Ahead
This filter customization feature represents a significant step forward in making DataReportive's scheduling system more flexible and user-centric. We're committed to continuing to enhance the platform based on your feedback and needs.
The ability to customize filters per schedule opens up countless possibilities for automated, personalized data delivery. Whether you're managing a small team or a large enterprise, this feature will help you deliver the right insights to the right people at the right time.
Ready to get started with custom filter configuration? Log into your DataReportive account and try creating a new schedule with customized filters today!
Have questions or feedback about this new feature? We'd love to hear from you. Contact our support team or reach out through our community forums.