---
title: "Filter dashboards"
slug: "filter-dashboards-1"
updated: 2026-03-27T18:41:09Z
published: 2026-03-27T18:41:09Z
canonical: "help.servicetitan.com/filter-dashboards-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Filter dashboards

## Overview

By default, dashboards display key performance indicators (KPIs) for the current day for all active business units (BUs). You can filter the dashboard for specific date ranges and BUs.

---

### 

#### Who uses this feature

- Administrators and managers

Things to know

- Applied filters are not saved. If you refresh your browser, the dashboard defaults reload.
- Filtered BUs must also be [mapped to BU divisions](/v1/docs/map-business-units-to-technician-scorecards#map-business-units-to-divisions) to be included on Technician Scorecards. Unmapped BUs are included in other sections of the dashboard.
- Click **Refresh** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-refresh.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A51%3A31Z&se=2026-10-12T22%3A51%3A31Z&sr=c&sp=r&sig=nve9FF%2F9yGIx5MaFHnN43e%2Bv%2F4ICy7XIzakWdkMsiqA%3D) at the top of the dashboard to update the KPIs with the latest data. To auto-refresh the dashboard, click **Expand**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A51%3A31Z&se=2026-10-12T22%3A51%3A31Z&sr=c&sp=r&sig=nve9FF%2F9yGIx5MaFHnN43e%2Bv%2F4ICy7XIzakWdkMsiqA%3D)and select an option. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/filter-dashboards-image-cuv73y0j.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A51%3A31Z&se=2026-10-12T22%3A51%3A31Z&sr=c&sp=r&sig=nve9FF%2F9yGIx5MaFHnN43e%2Bv%2F4ICy7XIzakWdkMsiqA%3D)

## Filter by date ranges

1. Go to the top toolbar and click **Dashboard** to open the Modular Dashboard.
2. Click the date field at the top of the dashboard to open the date picker. You can:
  1. Use the calendar to select a specific date range and then click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/filter-dashboards-image-bf3n88jh.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A51%3A31Z&se=2026-10-12T22%3A51%3A31Z&sr=c&sp=r&sig=nve9FF%2F9yGIx5MaFHnN43e%2Bv%2F4ICy7XIzakWdkMsiqA%3D)
  2. Use the left menu to select a preset date range:
    1. **Today:** From 12:00 AM to the current time.
    2. **Yesterday:** Previous day, from 12:00 AM to 11:59 PM.
    3. **This Week:** From Monday through Sunday of the current week.
    4. **Week to Date:** From Monday through the current date of the current week.
    5. **Last 7 Days:** Previous seven days, including today.
    6. **Last 14 Days:** Previous 14 days, including today.
    7. **Last 30 Days:** Previous 30 days, including today.
    8. **Month to Date:** From the first of the current month to the current day.
    9. **Last Month:** Entire month before the current month. For example, if the date is February 5, the entire month of January.
    10. **Last 90 Days:** Previous 90 days, including today.
    11. **This Quarter:** Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
    12. **Last Quarter:** Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
    13. **Quarter to Date:** From the first day of the current quarter to the current day.
    14. **Year to Date:** From January 1 of the current year to the current day.
    15. **Last 365 Days:** Previous 365 days, including today.
    16. **Last Year:** From January 1 of the previous year to December 31.

The dashboard refreshes with data from the selected date range.

## Filter by business unit

1. Click the **Business Units** dropdown at the top of the dashboard.
2. Select which BUs you want to report on. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/filter-dashboards-image-d8fsmzta.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A51%3A31Z&se=2026-10-12T22%3A51%3A31Z&sr=c&sp=r&sig=nve9FF%2F9yGIx5MaFHnN43e%2Bv%2F4ICy7XIzakWdkMsiqA%3D)
3. When you’re done, click **Apply**.

The dashboard refreshes with data from the selected BUs.

## Want to learn more?

- Visit ServiceTitan Academy to enroll in [Modular Dashboard](https://servicetitan.docebosaas.com/academy/learn/courses/320/Modular-Dashboard)
- See [Create and edit custom dashboards](/v1/docs/create-and-edit-custom-dashboards)
- See [Create custom reports](/v1/docs/create-custom-reports)