> ## Documentation Index
> Fetch the complete documentation index at: https://help.liftai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Filter a dashboard

> How to scope a report, when the dashboard includes its own filter controls.

Some dashboards can be scoped down so they show only the data you care about. This is a **consultant** feature.

Whether a dashboard has filter controls depends on how that report was built for your account. Each Insights report is a dashboard produced for you and embedded in the page — some include in-dashboard filters, and some are fixed reports with no filters at all.

<Note>
  Insights has no LiftAI filter controls of its own, and the app's global filter bar (period, portfolio, service provider, region) doesn't apply on this page. Any filtering happens inside the dashboard itself, and which filters are available varies from one report to the next.
</Note>

## Apply a filter

<Steps>
  <Step title="Open the report">
    Open the dashboard you want to scope. See [Open an analytics dashboard](/insights/open-a-dashboard).
  </Step>

  <Step title="Look for filter controls in the dashboard">
    If the dashboard includes filters — for example a date range, portfolio, service provider, or region — they appear within the dashboard itself. Use them to narrow what's shown. The charts update to reflect your selection.
  </Step>

  <Step title="Review the current selection">
    The dashboard reflects only the data that matches the filters you've set. Clear a filter to widen the results again.
  </Step>
</Steps>

<Note>
  If a report has no filter controls, it's a fixed dashboard. To get a different view or a report scoped to specific data, [request a custom report](/insights/request-a-report).
</Note>

## Next steps

* [Share a dashboard view](/insights/share-a-dashboard) to send a report to a colleague.
* [Request a custom report](/insights/request-a-report) if you need data the current dashboards don't cover.
* Stuck? See [Get help](/getting-started/get-help).