News & Updates
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New Dashboard Filters
June 4, 2025
We've redesigned the filter experience to make it more powerful and intuitive.
Along with a new look, you’ll notice smarter behavior and more flexibility when setting conditions on your widgets.
What’s New?
- Fresh UI: Sleek, modern layout with better use of space.
- Nested Filter Groups: Create multiple filter groups using OR conditions.
- Duplicate Filters Allowed: Previously, the same filter couldn't be used more than once — now it's possible through nested groups.
- Smarter Warnings: Clear messages when filters are linked (e.g., pipeline and stage).
- Chart Type Picker: Choose chart type right from widget settings.
- Redesigned Sidebar: Slimmer layout gives more room for live dashboard preview.
Same Experience in Custom Reports : This new filter interface is also being rolled out to Custom Reports, so you get the same flexibility and improved UX across both widgets and reports.
Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.
You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages
