Note: This option pertains to the Hyperproof TPRM product line.
Permanent or dataset-level filters
Dataset-level filters in the left sidebar provide a permanent, fixed foundation for your data. Once you set these filters, you cannot change them from the main dashboard.
These filters use AND logic between multiple conditions.
Example: To see records where "Met with Business?" is Empty AND "Next Scorecard Due Date" is within the next 60 days, this is the correct place to put them. This ensures that a record must meet both criteria to be included.
Real-time or widget-level filters
Widget-level or real-time filters in the top-right corner let you filter the dashboard directly, updating values in real time.
These filters use OR logic between multiple conditions.
Example: Using the example above, if you place your criteria here, the widget pulls records that match either condition, rather than both, so the results would not match your goals.
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