Widget Filters and Data Scoping

Overview

Many widgets in Learn Amp support powerful filtering options that control which users' data is displayed. Whether you want to show company-wide metrics, focus on specific teams, or highlight individual performance, widget filters give you precise control over what appears on each Dashboard.

Understanding these filters helps you create targeted Dashboards that show relevant data to each audience—from company-wide overviews for executives to team-specific views for managers.

Functionality Breakdown

User Scope Filters

Most widgets that show user-related data support three scope options:

Entity Types

When using Selected or Excluded filters, you choose what type of entity to filter by:

Team Filtering Options

When filtering by team, you have additional options:

💡 Tip: For large organisations with complex team hierarchies, "Include sub-teams" can significantly change the data shown. Test with both settings to find the right scope.

Content Filters

Some widgets also support content-specific filters:

Activity Type Filters

Widgets tracking user activity (like Most Completed Content) can filter by activity type:

Content Type Filters

Filter which types of content appear in the widget:

Characteristic Filters

Some widgets can filter by content characteristics:

Time Range Filters

Most data widgets support time-based filtering:

For forward-looking widgets (like Upcoming Tasks), similar ranges look ahead.

Pre-requisites

To configure widget filters:

• You must have edit access to the Dashboard

• Advanced Groupings must be enabled to filter by groupings

• Specific features must be enabled for certain content type filters

Role Requirements

Quick Start Guide

Setting Up a Team-Filtered Widget

1. Edit your Dashboard and click Add Widget or edit an existing widget

2. Choose a widget that supports user filters (look for the filter options in the widget settings)

3. Under Filter by, select Selected users

4. Choose Team as the entity type

5. Search for and select the teams you want to include

6. Optionally enable Include sub-teams for hierarchical team structures

7. Save the widget

Creating a Company-Wide vs Team Comparison

To show the same metric for different scopes:

1. Add the same widget type twice to your Dashboard

2. Configure the first widget with All users scope

3. Configure the second widget with Selected users > Team scope

4. Name them clearly (e.g., "Company Completions" and "Marketing Team Completions")

Filtering by Content Characteristics

1. Add a content-based widget (like Most Popular Content)

2. Look for the Filter by or Characteristics options

3. Select the characteristic type (tags, item types, or suppliers)

4. Enter or select the specific values to filter by

5. Save your changes

Manager Dashboard Filters

Manager Dashboards have special filtering behaviour:

💡 Tip: On Manager Dashboards, "All users" still respects the manager's scope—they won't see data for users they don't manage.

FAQs

Q: Why can't I see the Grouping option in entity types?
Advanced Groupings must be enabled for your organisation. Contact your administrator to enable this feature.

Q: Does "Include sub-teams" affect performance?
For very large team hierarchies, including sub-teams may slightly increase widget loading time as more user data is aggregated.

Q: Can I filter by multiple teams at once?
Yes. When selecting teams, you can choose multiple teams and all their members will be included in the widget data.

Q: What happens if I select a team with no members?
The widget will show no data or display an appropriate empty state message.

Q: Can learners configure widget filters?
No. Widget filter configuration is only available to those who can edit Dashboards. Learners see the pre-configured filters set by administrators.

Q: Do time range filters use the user's timezone?
Time ranges are calculated based on the company's configured timezone.

Troubleshooting