Component Filters and Restoring Deleted Items in Zoho CRM Analytics

Component Filters

Component filters are dynamic filters applied directly on a dashboard component without affecting its underlying configuration. Alongside the existing criteria filters specific to each component, they let individual users apply their own personalised filters to view the data from a different angle, without needing to edit or duplicate the component itself.

Users can filter by user, picklist, date, and date/time fields from both the Primary and Secondary modules, with a maximum of two filter fields configurable directly within the component.

Applying vs. Applying and Saving

Apply. Applies the filter temporarily, only for the current session.
Apply and Save. Keeps the filter active even after refreshing the dashboard or navigating away and back, until it's manually removed.

Limitations: Component filters are supported on every dashboard component type except Anomaly Detector. They don't apply to a Comparator when its parameters come from different modules. Filters applied within the Dashboard tab also don't carry over to the Home page.

Recently Deleted Dashboards and Components

Dashboards or components sometimes get deleted, whether because they seemed redundant at the time or by genuine accident, only for a later need to view that same data or rebuild a similar dashboard. The Recently Deleted feature lets you restore a deleted dashboard or component within 30 days of its deletion, mitigating the impact of an accidental deletion without needing to rebuild it from scratch.

Need help? 1 Cloud Consultants can help you set up component filters and recover deleted dashboards or components in Zoho CRM Analytics. Book a discovery call with 1 Cloud Consultants.