Filtering Capabilities

TargetBoard offers powerful filtering capabilities at multiple levels, allowing you to focus on the exact data you need, where you need it.

Filter Levels

There are five different levels of filtering available within your TargetBoard account. All of them have a place in creating the boards and precise views customers need to best see and understand their data.

Note that filters are cumulative. A card can have account-level, folder-level, board-level, AND card-level filters all applied simultaneously. The data shown will be the intersection of all applied filters.

Level 1: Account Level

When setting up your account with TargetBoard, filters can be put in place to completely exclude specific data from your TargetBoard instance, meaning that it will not be ingested and cannot be seen at all in your account.

Most commonly this is used to exclude data from defunct or archived projects and repos, or low level issues types such as sub-bugs or sub-tasks from Jira which are often more confusing than helpful to see in boards.

To add account level filters: Reach out directly to your Customer Success Manager via Slack, email or the contact form and specify the criteria you want to apply. Note that any filters applied on this level will also need to be approved by a workspace admin from your organization. TargetBoard will add the filter and confirm when the change has been made.

Level 2: Metric Level

Filtered versions of any metric can be made directly from the Catalog. This sort of filtering either changes the definition of a metric, or can be used to create new metrics for use anywhere in your account.

1. Open the metric from either the Catalog or search bar.
2. Click the Edit icon in the top-right corner.
3. Apply your desired filters and (optional) update the metric name and description appropriately.
4. Save the changes, by selecting either Save Changes (will overwrite the original version of the metric) or Create New (will add a new metric with your chosen filters and definition to the catalog without affecting the original).

Level 3: Folder Filters

Folder-level filtering applies to all boards and cards within a folder, providing the highest level of organizational filtering below the account level.

1. Choose the folder you want to add filters to and click on the three dots next to the folder name. Select Edit folder.
2. Choose which dimension you want to filter by and add the specific conditions you want to include or exclude. Repeat this process until all of your filters have been added.
3. Click Update.

Level 4: Board Filters

Board-level filters applies to all cards on a specific board, making it easy to create focused dashboards for particular teams, projects, or time periods.

1. Click on the Filters button at the top-left of the board next to the date range.
2. Choose which dimension you want to filter by and add the specific conditions you want to include or exclude. Repeat this process until all of your filters have been added.
3. Click Apply filters.

Level 5: Card Filters

Card-level filtering applies to a single KPI card on a board, allowing you to customize what that specific card displays without affecting other instances of the same metric.

1. Click on the filter icon on the card you want to filter as shown below.
2. This will open a new side menu where you can add any applicable filters to the card. Select your desired filters and click Done.
3. The filter icon will be colored orange on any cards with this type of filter applied for easy identification.