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Filter Template

What is Filter Template

Filter Template allows you to create filters that can be used across multiple reports, thus saving your time from creating the same filter multiple times. The range of filters available is the same as for the report specific filters, which are explained previously on this page, see Holistics Filters

How to create a Filter Template

There 2 ways to create a Filter Template

1. Add new Filter Template

To create, edit or manage your Filter Template, go to the “Filter Templates” page on the top menu.

2. Convert any existing filter to Filter Template

From any filter on the Filter Panel, select "Create Filter Template from this".

How to use Filter Template

You can add it directly in Report Editor view

Or add in Dashboard

Apply Filter Template

When adding Filter Template to Report, you need to take the variable name set for that Template.

For example:
If you want to add usertype Filter from Template of which the variable name set previously is usertype to Report users, you need to add the folowing query.

SELECT u.id, u.name, u.role, u.created_at  
FROM "public"."users" u
WHERE [[ u.name = {{username}} ]]

See the image below