---
title: "Manage custom dashboard filters"
slug: "manage-custom-dashboard-filters"
tags: ["Area - Dashboards, Scorecards", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin"]
updated: 2026-11-02T21:09:53Z
published: 2026-11-02T21:09:53Z
canonical: "help.servicetitan.com/manage-custom-dashboard-filters"
---

> ## 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.

# Manage custom dashboard filters

## Overview

With custom filters, you can set filters for multiple custom dashboard modules at once, simplifying how you filter your dashboard metrics. Custom filters also centrally control individual report filters, which will appear greyed out when custom filters are active.

---

### 

#### Who uses this feature

- Office employees
- This feature is available in the ServiceTitan Essentials and Works packages.

## Things to know

- The dashboard date and business unit (BU) filters apply to all modules by default. ![Dashboard header showing Daily Sales Dashboard, Today date filter, and Business Units: All selector.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-a73qzg7e.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)
- To filter a module manually on the dashboard, deselect it from custom filtering.
- To edit dashboard modules, make sure you have the correct [dashboard permissions](/v1/docs/manage-global-dashboard-permissions) enabled. Contact your account administrator for help.

## Open the dashboard editor

You can manage custom filters while in the dashboard editor. To open the editor:

1. Go to the navigation bar and click **Dashboard**.
2. Click the **Modular Dashboard** dropdown and select the custom dashboard you want to edit. ![Dashboard menu highlights the selected Estimate sales dashboard beneath the Modular Dashboard option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-725ooqhq.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)
3. Click **Edit Dashboard**. ![Dashboard interface showing the Edit Dashboard button and trend tabs for monthly and weekly views.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-m2mdgtnj.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)The dashboard editor opens. From here, you can manage, create, and set defaults for custom filters.

## Manage custom filters

1. Open the dashboard editor for the custom dashboard you want to manage filters for.
2. Click the **Custom Filters** dropdown and select **Manage Custom Filters**. ![Custom Filters menu highlights Manage Custom Filters above Set Default Values, with Save and filter controls visible.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-gbp2tci2.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)
3. Click **Expand** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-down.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D) for a filter to view which modules the filter applies to. ![Custom filter manager showing four selected date options, including daily sold estimates and multiple bar charts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-1ry64lb9.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)Each list item shows the filter type and the name of the module.
4. Select or deselect a module to include it with or exclude it from the custom filter.
5. Repeat the previous two steps for any other custom filters or, if you’re finished, click **Save**.
6. In the dashboard editor, click **Save**.

## Create a custom filter

If you have dashboard modules that you want to filter separately, you can create a custom filter. For example, if you have two modules that use *Job Date* filters, you can create a single custom filter that applies to both modules.

> [!NOTE]
> **Note:** A module filter type can only be used with one custom filter at a time. For example, if you want to create a custom filter that shows weekly numbers for some modules, deselect the modules you want to use for that filter from the Dates filter. Then, create a new filter for those modules. You can set default filter values for the new filter to show metrics for the past seven days.

![Dates filter dropdown shows three selected reports, including donut, upcoming jobs, and job sales options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-al8q0xzi.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)

To create a custom filter:

1. Open the dashboard editor for the custom dashboard you want to manage filters for.
2. Click the **Custom Filters** dropdown and select **Manage Custom Filters**. ![Custom Filters menu highlights Manage Custom Filters above Set Default Values, with Save and filter controls visible.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-skef43ms.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)
3. Click **Add New**.
4. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D) for the filter, enter a name, and click **Save** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-check.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D) . ![Manage Custom Filters dialog shows selected dates and business units, with Job dates filter being confirmed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-izdw3oq6.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)
5. Click the **Select Filters to Combine** dropdown and select the modules you want to include in the filter. ![Job date filter menu shows two selected options for upcoming jobs and job sales subtotals reports.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-m2xyswey.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)

> [!TIP]
> **Tip:** Click **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D) for a filter to remove it from the list.
6. When you’re finished, click **Save**.
7. In the dashboard editor, click **Save**.

## Apply custom filters

When you create a custom filter, a **Custom Filters** link appears at the top of the dashboard. To apply a custom filter:

1. From the dashboard, click **Custom Filters**. ![Dashboard interface showing a Custom Filters link beneath the Edit Dashboard button and lock icon.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-u7wun1y5.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)

> [!NOTE]
> **Note:** When custom filters are active, individual report filters will appear greyed out since they are controlled from this central location. If you hover over greyed-out filters on individual reports, you'll see a message indicating they are controlled by the Custom Filter at the top of the dashboard.
2. For the custom filter you want to apply, select how you want to apply the filter. ![Custom Filters menu shows Job Completion Date selected among available job date filter options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-gcj7kmpw.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)

> [!NOTE]
> **Note:** Filtering options depend on the filter type. When custom filters are applied, individual report filters become uneditable and appear greyed out, as they are controlled from this central location.
3. Click **Save**.

The custom filter selection appears at the top of the dashboard.

![Daily Sales Dashboard displays an active filter for the last 30 days, beginning March 31, 2025.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-2qiynpb4.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)

## Set default filter values

When you open a custom dashboard, by default, it filters for all business units for the current day. You can edit the default values for custom filters. For example, you can set a custom filter to show a week’s worth of KPIs while another filter shows KPIs for today’s date.

![Default custom filters panel highlights date settings for Today and Weekly Sales for the Last 7 Days.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-zm9vb9da.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)

To set default filter values:

1. Open the dashboard editor for the custom dashboard you want to manage filters for.
2. Click the **Custom Filters** dropdown and select **Set Default Values**.
3. Edit the filters you want to set default values for. ![Business Units dropdown shows three commercial services selected, with commercial repair and residential options available.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-filters-image-ia3vtw22.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A48%3A02Z&se=2026-11-13T09%3A48%3A02Z&sr=c&sp=r&sig=g9sMq83MNGX565LVVNMQxgPeZqSittYAtavKTZDbz6E%3D)

> [!NOTE]
> **Note:** Default options depend on the filter type.
4. When you’re finished, click **Save**.
5. In the dashboard editor, click **Save**.

## Want to learn more?

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