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Filter views and reports with watchlists

Published on Sep 12, 2026

1 minute(s) read

Apply watchlists to views and reports so you can focus on specific details that match the watchlist values.

Verify that you belong to an access group with view management or view data permissions.
Verify that you have administrator rights or belong to an access group with watchlist permissions.
Verify that watchlists exist.

Open the dashboard view or report you want to filter.
Click the Filter bar and select a value and filter operator.
The appearance of the Watchlist slide-out menu depends on the value you select.
Select the watchlist you want and click Apply.
Click to filter the view or report.

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