Introducing Dynamic Filters for Personalized Reporting in Watershed

Who can benefit from dynamic filters?

Dynamic filters are perfect for anyone who needs to tailor reports based on specific user data. For instance, team leaders can generate reports showing only their direct reports' activities.

Or perhaps you're an individual learner who wants to see your own performance metrics without sifting through irrelevant data. Dynamic filters make customizing reports based on the logged-in user's data possible, which means your reporting is more efficient and focused.

Key features of dynamic filters

Let’s explore some key features:

One of the simplest yet most powerful features of dynamic filters is the ability to filter reports to the logged-in user. By using a value of -1 in the personIds field, you can create a report that shows only the current user's activity. This is useful for generating personalized performance reports or tracking individual progress over time.

Example: Imagine you're an employee who wants to track your L&D activities. With dynamic filters, you can generate a report that shows only your completed courses, certifications, and training sessions, helping you stay on top of your professional growth and development goals.

Dynamic filters allow you to filter data based on user groups for more complex reporting needs. This is particularly useful for managers or team leaders who need to see data for their direct reports. By identifying the appropriate group custom ID and corresponding user persona IDs, you can set up filters showing only your team's relevant data.

Example: A customer service manager who oversees multiple teams can create a report that filters data to show only their direct reports' activities. This makes it easier to monitor team performance and identify areas for improvement.

Why dynamic filters matter

Dynamic filters help make your reporting more relevant and actionable. They enable you to tailor reports based on the logged-in user's data or specific user groups, allowing you to focus on the information that matters most. This not only saves time but also enhances the accuracy and usefulness of your reports.

In other words, dynamic filters offer a powerful way to personalize your reporting, making it easier to track performance, monitor team activities, and gain valuable insights. Whether you're an individual user or a team leader, dynamic filters can help you get the data you need to make informed decisions.

Ready to see Dynamic Filters in action?

Log in to your account or request a demo today to experience the benefits for yourself.