Dynamic Filters

Filter Reports & Dashboards Without Rebuilding Them

Give users a simple way to focus on the data that matters to them. With Ubiq dynamic filters, users can change report and dashboard views by date, category, region, customer and other dimensions without creating a separate report for every question.

  • Let users filter reports using familiar controls.
  • Apply filters to interactive charts and dashboards.
  • Explore different segments without changing the underlying report.
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dashboard with a visible filter bar above several charts. Show controls such as Date Range, Region and Product Category, with the charts visibly reflecting the selected filter values.

Interactive Reporting

Let Users Explore Data on Their Own

A static report answers one predefined question. Dynamic filters make the same report useful for many related questions by allowing users to narrow the data shown without editing the report itself.

For example, a sales dashboard can be filtered to a particular month, region, salesperson or product. Instead of maintaining multiple copies of the same report, you can provide one interactive view that adapts to each user's needs.

Combine filters with drill-down reports to move from a filtered overview into more detailed data.

Before-and-after view of the same sales report

Flexible Filter Controls

Filter Data Using the Dimensions That Matter

Add useful filtering options based on the structure of your reports and the questions your users commonly ask.

Date & Time

Focus reports on a specific date, period or reporting window to compare performance over time.

Categories

Narrow results by product, department, status, campaign or another categorical field.

Customers & Accounts

View information for an individual customer, account, supplier or other business entity.

Regions & Segments

Analyze results for a particular location, market, team or customer segment.

Dashboard Filters

Use Filters Across Dashboard Views

Dashboards often bring several related charts together. Dynamic filters help users focus those views on the same business context, making dashboards easier to explore and reuse.

A manager might select a date range and region, then review revenue, order volume and customer trends for that selection. This turns a general dashboard into a more useful analysis workspace.

Learn more about building and sharing visual business views with Ubiq dashboard software.

multi-chart dashboard with common filter controls at the top

Self-Service Analysis

Answer Follow-Up Questions Faster

Business users frequently start with a broad report and then want to examine a particular slice of the data. Dynamic filters make these follow-up questions easier to answer without requesting a new report.

Users can adjust the current view, compare different segments and focus on relevant records while the original report structure remains intact. This complements Ubiq's report builder and drag-and-drop reporting capabilities.

report with two or three filter controls and a chart/table underneath

Visual Analysis

Combine Filtering With Charts and Drill-Down

Filtering is most useful when it works as part of a broader interactive analysis workflow. Start with a visual overview, filter the data to the segment you want to investigate, and then drill down when you need additional detail.

This approach helps users move naturally from broad patterns to specific information while keeping the analysis within the same reporting environment.

See how Ubiq supports visual exploration with data visualization software and interactive drill-down reporting.

dashboard overview → filtered chart for one segment → detailed drill-down view.

Database Reporting

Explore Database Data Without Creating Duplicate Reports

When reports are built from database data, users often need the same metrics for different periods, products, locations or customers. Dynamic filters help one report serve those different analysis needs.

You can build reports visually or use the SQL query editor when you need direct control over queries, then present the results in an interactive reporting interface.

If your data is stored in MySQL, explore MySQL reporting with Ubiq.

database-backed report with a table/chart and filters for product

Related Capabilities

Build a More Interactive Reporting Workflow

Use dynamic filters alongside Ubiq's reporting, visualization and exploration features.

Drill-Down Reports

Move from summarized charts and reports into increasingly detailed information.

Drag & Drop Reporting

Create reports visually without having to write SQL for every reporting requirement.

SQL Query Editor

Write SQL directly when your analysis requires custom database queries.

Tutorials

Learn How to Build Interactive Reports

How to Create a Chart

Create visual reports from your business data in Ubiq.

Create a Multi-Table Chart

Build charts using information from multiple database tables.

Apply Dynamic Filters

See how to add and use dynamic filters in your Ubiq reports.

Make Your Reports Easier to Explore

Create interactive reports and dashboards that users can filter to answer their own business questions.

Get Started with Ubiq