How to Apply and Save Filters on ControlUp Dashboards and Widget Pages

ControlUp users seeking to filter dashboard results by specific criteria such as operating system or Delivery Group encounter a limitation in the product’s current functionality: while filters can be applied within a dashboard, these filter settings are not saved as part of the dashboard’s configuration. Instead, filters and time frame selections are temporarily stored within the URL. This means that users can preserve a filtered view by bookmarking or sharing the URL, but these preferences are not inherently saved or persist when navigating through the web user interface (UI) dynamically from one dashboard to another.

ControlUp has acknowledged this limitation and confirmed that a more user-friendly graphical interface (GUI) for saving dashboard views—including filters and time selections—is under development, with an anticipated release in the fourth quarter. Until this feature is available, the only practical method to save a filtered view involves using the URL, which has drawbacks in user navigation experience, especially for environments where multiple users need to explore dashboards dynamically and consistently see predefined filtered content.

A similar issue arises with VDI widget pages, which are distinct from dashboards but also involve filtering by Delivery Group. Filtering individual widgets to focus on specific Delivery Groups currently does not allow saving these filter states or drills down into more detailed views for specific groups. The “Focus on” feature can selectively highlight certain items via the UI’s left-hand column, yet these views cannot be saved or preconfigured to tailor environments for end users.

The ability to create and save predefined, filtered screens tailored to different audiences remains a highly requested feature for creating controlled, user-friendly environments. Users and administrators want to build customized views that persist across sessions and are easy to navigate, but currently must rely on URL-based workarounds. Until the upcoming GUI enhancements are released, best practice includes creating bookmarks with specific filter parameters encoded in URLs and educating users on navigating with these bookmarks for a more consistent experience.

For official updates on saving dashboard views and filters in ControlUp, monitoring release notes and the Knowledge Base at https://docs.controlup.com is recommended. Further learning resources are available through ControlUp Academy at https://cuacademy.controlup.com.

Read the entire ‘How to Apply and Save Filters on ControlUp Dashboards and Widget Pages’ thread below:

I’ve created a dashboard but want to simply filter the results to a particular OS or a specific Delivery Group. I can edit the filter but it’s not saved with the dashboard config. How do you do this – easily and globally, per dashboard? Also hardcode the time period would be nice.

Hi Mike filters and time codes are saved in the URL so if you make it a favorite or copy the url it is saved. We are working on a GUI for saving views but until then the URL is the way too go

CC

We are working on adding the ability to save filter in a user friendly way. Hoping to have it in Q4.

OK great, glad that’s being worked on. The problem with the URL method is that I want people to be able to navigate via the web UI from dashboard to dashboard by clicking on them dynamically, and having them work. But thanks for the confirmation and happy to hear it’s in the hopper!

FYI

So here is the second thing I’m trying to do, new to CU. Creating a filter in here also (not dashboards, but these VDI widget pages, not sure if these are also called dashboards.

I want to focus on one Delivery Group or another. When I select a target delivery group, I can’t apply ad it says there is nothing to drill down to. A bit confused here – is this not possible either?

Oh, I guess I can Focus on (unveiling the left hand column) various items, but it would be good to save these screens with pre-defined focus. I try very much to create predefined screens for everyone, so I can tailer environments to customer need so I know what they are seeing and can tell them where to go.

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