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Filters and Comparison Options

How to filter every dashboard by date, team, project, and workflow segment.

Updated in the last hour

Every Leanmote dashboard exposes the same Filter Options panel plus a date selector. Learn it once and it works everywhere. This article walks through what's in the panel and the two comparison modes available today.

Where to find it

In the top-right of any dashboard you'll find a date selector (e.g., "Last 30 days") and a Filters button. Clicking Filters opens the Filter Options panel with the dimensions that apply to the current dashboard.

Filter dimensions

The Filter Options panel typically includes:

  • Compare with — see Comparison Options below.

  • Select projects — Jira projects, Linear projects, ClickUp Spaces, and so on, depending on your planning integration.

  • Parent tasks — narrow to a parent epic or initiative.

  • Work items — issue types like Bug, Story, Support, Task.

  • Teams — one or many teams from your org structure.

The exact dimensions available vary by dashboard; some surfaces add or omit fields. Active filters show as chips above the dashboard, and Clear all resets them in one click.

The date range is set separately from the panel via the date selector in the top-right.

Comparison Options

The Compare with dropdown controls whether metrics show a period-over-period delta. There are two options:

  • No Comparison — show the current period only. Metric cards display the current value with no delta indicator.

  • Preceding Period — compare against the period of the same length immediately before the selected date range. Each metric card shows a delta versus that prior window.

When Preceding Period is selected, deltas appear as colored indicators on each metric (improving vs regressing depends on the metric — for cycle time a decrease is good; for throughput an increase is good).

Saving a filter combination

If you apply the same filters every week, save them as a View. Views are how you share a named, one-click filter combo with the team. See Creating a View.

Tips

  • Use relative date ranges ("Last 14 days") rather than absolute dates so the View stays useful as time passes.

  • Don't stack too many filters — anyone reading the dashboard should be able to interpret the scope at a glance.

  • Standardize team names and project scopes across the org so a "Platform" filter means the same thing for everyone.

Related articles

  • What is a View?

  • Creating a View

  • Editing and filtering Views

  • Dashboards overview

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