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Filters and Comparison Options

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

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.


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Where to find it


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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.


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Filter dimensions


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The Filter Options panel typically includes:


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  • 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.


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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.


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


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Advanced filters


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The dropdowns in the panel are the quick path. When a list is long — hundreds of repositories, say — click Advanced filters at the bottom of the panel to open the same filters in a full dialog with room to work.


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Pick a filter on the left, then choose its values on the right. The filter list is a sortable table with three columns:


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  • Name — the filter's label.

  • Group — the group it belongs to in the underlying list.

  • Source — which integration its values come from.


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Sort by any column, or choose Sort by selection to bring what you've already picked to the top.


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Each column header has a funnel icon that narrows the list without changing your selection. A condition is an operator plus a value — contains, starts with, ends with, is exactly, is one of — and conditions combine with and / or. Group them when one rule isn't enough. A counter tells you how many conditions are narrowing the list, and Clear removes them.


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For selecting in bulk:


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  • Select all takes every option in the filter, whatever the conditions.

  • Select shown takes only what the current conditions leave visible.

  • Only selected hides everything you haven't picked, so you can review a long selection.


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You can also move a selection between Views of the same organization: Copy selection as a list puts it on the clipboard, and Select from a pasted list reads it back, one item per line. Pasting replaces that filter's current selection, and the dialog reports anything it couldn't find.


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The footer counts what you have selected out of the total, and how many rows the conditions are showing.


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Nothing reaches the dashboard until you apply. View diff shows the pending changes — what Apply will add and remove — and both Apply and Reset confirm first, so a long selection is never lost to a stray click.


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Comparison Options


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


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  • 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.


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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).


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Saving a filter combination


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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.


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Tips


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  • Use relative date ranges ("Last 30 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.


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Related articles


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  • What is a View?

  • Creating a View

  • Editing and filtering Views

  • Dashboards overview

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