Customizing the Quick Filters Bar: Filter Buttons and Per-Tab Bars
Once a dashboard has a quick filters bar, two things are yours to shape. Every filter on the bar is an editable button — you can rename it, colour it, set its width and font size, drag it into the order you want, and remove it. And on a dashboard with tabs, the bar no longer has to be the same everywhere: a single tab can have its own filters bar, independent of the dashboard's default one.
This guide covers both. Setting a bar up in the first place — adding one, choosing which filters go on it, saving the filters everyone starts from, and who is allowed to change them — is covered in Quick Filters Bar on Dashboards: Setup, Permissions, and Daily Use.
Before you start
You need a dashboard that already has a filters bar. Everything here acts on an existing bar.
Editing buttons needs the bar's edit tier. Anyone who can edit the dashboard has it automatically; it can also be granted on its own as Edit Filters on the dashboard's access page, so someone can shape the bar without being able to change the widgets.
Adding or removing a whole bar is a bigger permission. A bar appearing or vanishing changes the dashboard for every viewer, so it sits with managing the dashboard's user access, not with editing the bar. Giving one tab its own bar only needs the edit tier.
1. What a filter button shows
A button on the bar shows its label and a count — how many values are currently picked. It never prints the values themselves, so a bar with six filters on it stays the same width whether one brand is selected or forty.
To see what is actually selected, hover the count. A tooltip lists every value. Hovering the rest of the button says nothing — the count is the handle. Viewers who cannot change the filters get the same tooltip, so read-only audiences can always tell what a dashboard is filtered to.
2. Turn on button editing
Open the gear menu at the right-hand end of the bar and tick Edit filter buttons. The buttons grow their editing controls: a drag handle on the left, a pencil and a three-dots button beside the label, an x to remove, and a grip on the right edge.
Putting the dashboard itself into edit mode turns button editing on too, so if you are already editing the dashboard the controls are simply there. The gear-menu toggle exists for people who can shape the bar but not the dashboard.
3. Rename a button in place
Click the pencil next to a button's label. The label turns into a text box. Type the name you want and press Enter to save, or Escape to abandon the change.
The point is to let the bar speak your team's language rather than the data's. A filter whose underlying attribute is called ticket_form_id can read Request Type. Clear the label again and the button goes back to the attribute's own name.
4. Restyle a button
Click the three dots on a button to open Edit filter button. There is no menu in between — the editor opens directly. It holds five settings:
Label — the same name the pencil edits, up to 40 characters. Leave it empty to use the filter's own name.
Background colour and Text colour — pick from the colour swatch or type a hex value or a colour name. Leave them empty for the theme's own colours, which follow light and dark mode.
Width (px) — between 60 and 600. The Auto button beside the field clears it, and the button goes back to sizing itself to its content.
Font size (px) — between 10 and 20. Default clears it.
The button updates live as you type, so you can see the result before committing. Reset to default clears all five at once; Cancel abandons; Save keeps.
Colour is worth using sparingly. It reads best as a signal — the one filter people must set before the numbers mean anything — rather than as decoration on every button.
5. Reorder and resize
While button editing is on, drag a button by the handle on its left to move it along the bar. The new order is saved as you drop it and is what everyone else sees.
Drag the grip on a button's right edge to set its width. The grip and the editor's Width (px) field are the same setting seen two ways: drag the grip and the field follows; type a number and the button resizes. Widening the one filter with long value names, and letting the rest size themselves, usually reads better than setting a width on everything.
6. Remove a button
Click the x on a button. A confirmation appears first, because removing a filter from the bar also drops whatever it was filtering on for everyone using that bar.
Removing a button does not remove the filter from Qvasa — it only takes it off this bar. Add it back any time with Add filter, and it reappears in the picker as soon as it is off the bar.
7. Give one tab its own filters bar
On a dashboard with tabs there are two kinds of bar:
The default bar, which every tab without its own uses.
A tab-only bar, which one tab alone uses.
They are independent. A tab can have its own bar on a dashboard that has no default at all, and removing the default leaves the tab bars standing unless you deliberately clear them too.
There are three ways in, and all three end up in the same place:
From the top bar. While the dashboard has no default bar, the Filters Bar button appears in edit mode. Clicking it asks what the new bar is for — All tabs or Only this tab — and names the tab you are on.
From the default bar's gear menu. Give this tab its own filters bar copies the default bar, filters and all, onto the tab you are looking at. Other tabs keep the default.
From the save button. Pick some filters on the default bar, then use the arrow beside Save as Default and choose Save for this tab only. The tab gets its own bar with exactly those filters saved as its defaults, and the default bar is left untouched.
8. Recognising a tab-only bar
A tab bar announces itself three ways, so nobody edits the wrong one:
The bar itself carries a different colour from the default bar.
The tab in the strip above gets a small filter icon.
The bar's gear menu opens with a note at the top: Tab-only filters bar · <tab name>. Rename the tab and the note follows.
Switching tabs swaps the bar to whichever one that tab uses, and anything you had picked but not saved on the bar you left is still there when you come back. Widgets are always filtered by the bar belonging to their own tab, so a chart on a tab with its own bar keeps its own filtering whichever tab you happen to be looking at.
Saving defaults on a tab bar saves them for that tab only. Cloning the dashboard copies the tab bars along with it.
9. Taking a tab bar away
Open the tab bar's gear menu. You get one of two options, depending on whether a default bar exists:
Use the default filters bar instead — the tab goes back to the dashboard's default bar.
Remove this tab's filters bar — shown when there is no default. The tab ends up with no bar.
Either way the widgets keep the filters they currently have saved. Removing a bar takes the bar away, not the filtering it had already written into the widgets.
To remove the default bar, use Remove the default filters bar in its gear menu. Tab-only bars survive that by design; the confirmation offers a tick box if you want to clear every tab's own bar at the same time.
What done looks like
Every button on the bar reads in your team's words, and the ones that matter most stand out.
Hovering any count says exactly what that filter is set to.
Tabs that need a different set of filters have their own bar, marked with a filter icon in the tab strip; the rest share the default.
Nothing shows an Unsaved filter changes banner — what everyone opens the dashboard to is what you saved.
Troubleshooting
I cannot see the editing controls on the buttons. Open the bar's gear menu and tick Edit filter buttons. If the toggle is not there, you have permission to use the bar but not to shape it — ask a dashboard manager for Edit Filters on the dashboard's access page.
The "Filters Bar" button is not in the top bar. It shows only while the dashboard has no default bar. If a default already exists, give a tab its own bar from the bar's gear menu instead.
The gear menu will not open on hover. It is a click menu, not a hover one. Click the gear.
I changed a button and nobody else sees it. Appearance and order save immediately and apply to everyone. Filter values are different: picking values shows an Unsaved filter changes banner and applies to your session only until you click Save as Default.
I removed the default bar and the tab bars are still there. That is intended — they are independent. Remove each one from its own gear menu, or use the tick box in the default bar's removal confirmation next time.
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