---
title: "Widgets & Advanced Filtering"
description: "Using the filtering capabilities on widgets can help enhance your dashboard experience and allow you to view data that is pertinent to you. ### Basic Filtering on your Widgets For any widget on your dashboard, select the gear icon to…"
url: "https://docs.youthcenter.net/docs/widgets-advanced-filtering/"
updated: "2026-09-19"
category: "Dashboard & Widgets"
tags:
  - Dashboard
---

# Widgets & Advanced Filtering

Using the filtering capabilities on widgets can help enhance your dashboard experience and allow you to view data that is pertinent to you.

### Basic Filtering on your Widgets

For any widget on your dashboard, select the gear icon to "edit your dashboard widget."

![](https://docs.youthcenter.net/wp-content/uploads/2025/06/image-6.png)

Based on the widget selected, you will have three main Categories to help with filtering. These include:

- Widget Options
  - Custom Widget Tile: allows you to name this filtered widget
  - Show Total Rows: quantifies the number of units in the widget
- Who should show?
  - How would you like to filter to see only specific types of data
    - Varies based on widget selected.
- Which data should be shown?
  - What information from YouthCenter would be useful to see
    - Varies based on widget selected

The example below showcases the filtering available under the "Client" widget.

![Widget Options

Custom Widget Tile: allows you to name this filtered widget

Show Total Rows: quantifies the number of units in the widget

Who should show?

How would you like to filter to see only specific types of data

Varies based on widget selected.](https://docs.youthcenter.net/wp-content/uploads/2025/06/image-9.png)

![Which data should be shown?

What information from YouthCenter would be useful to see

Varies based on widget selected](https://docs.youthcenter.net/wp-content/uploads/2025/06/image-11.png)

### Program Placement Filtering

Several widgets have been enhanced to allow filtering by multiple programs and physical placements you are interested in.

Some examples to try include: the Clients Widget, the Map widget, and the Clients in Other Programs widget.

To filter a widget by multiple programs, select the edit icon on the widget you wish to change:

![To filter a widget by multiple programs, select the edit icon on the widget you wish to change:](https://docs.youthcenter.net/wp-content/uploads/2025/05/image-9.png)

Find the Filter by Program section and select the program(s) you wish to filter by:

[![Find the Filter by Program section and select the program(s) you wish to filter by: Client example](https://www.youthcenter.net/wp-content/uploads/2024/02/03-Client-Widget-Filtering-Options.png)](https://www.youthcenter.net/wp-content/uploads/2024/02/03-Client-Widget-Filtering-Options.png)

### Court Order Event Types and/or Titles

To better understand the details of an upcoming court date, a “Next Court Date Event type” and “Next Court Date Event Title” have been added to the following dashboard widgets.

- Clients
- Clients In Programs
- Clients In Other Placements
- Clients in Facility
- Recent Clients
- Recent Facility Placement Events
- Visitations
- Pending Assessments
- Upcoming Assessments

#### Adding the Next Court Date Event Type or Title to a Widget

To add this field to any of the widget types listed above, choose the “edit widget configuration” button to the right of the widget of your choice. 

![To add this field to any of the widget types listed above, choose the “edit widget configuration” button to the right of the widget of your choice.](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfdXyK915zxAw-uH4davjssjx1BClj5ukrFW2QXwiVphNSWT_lBemvLZ6_UlbScKJeHMFG5Bzint14PPXlv4H4ABDV8zMWRWvLtD3EWPRQqdjHy_Z-aec_odXFAaThxgfSrwlXWKA?key=jNVaRPvU6YC8Q3-LBN3qvA)

Choose one or both of the fields as shown below.

![Choose one or both of the new fields as shown below.
Next Court Date Event type” and “Next Court Date Event Title”](https://lh7-rt.googleusercontent.com/docsz/AD_4nXc4uIIKp5nK6x_bQrDsQBDeaxIvLpwqGkWQ06CBh-t6TywtIQIvHtVL48gyYdIcL0xs31e1ZTH3aMZc3xTbGd0tafiCNKJPMoncck4OIs53il7zYxidOpaQIWSVmnmNu4NtdHPhQQ?key=jNVaRPvU6YC8Q3-LBN3qvA)

The information shared will be listed on your dashboard.

![The information shared will be listed on your dashboard.](https://docs.youthcenter.net/wp-content/uploads/2025/06/image-127.png)

These two fields will pull from the data entered in a “new client appointment.” The appointment must be related to court events.

![These two fields will pull from the data entered in a “new client appointment.” The appointment must be related to court events.](https://lh7-rt.googleusercontent.com/docsz/AD_4nXd5kPHo2TfKEe1-Zv5trUoa058IprYHFWNS6ElT8nKJZMFqtd3jkwVg8aUsDlBPUon4PMM8mLhDposF-qe6hL2UsOzJB9xXVPfNRJ3jS-upScdkzb7PY44AjVgxY38A87zd4dM3IA?key=jNVaRPvU6YC8Q3-LBN3qvA)

### Detention/Residential: Widgets to Filter By Unit

For those in Detention or Residential, this filtering will show only clients in selected units and allow users to build dashboards specific to units.

#### How to Filter by Unit Using Widgets

On the dashboard where you would like to add or update a widget, select “Manage Dashboard.”

![On the dashboard where you would like to add or update a widget, select “Manage Dashboard.”](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdcJcr1njGdZzgxJJd_cJJ6jpzPfr9EH4lBvT29AzJr6-Dly6mgMGb20YSh5WDDQCdapdpbsKrZ-w_BWwtTkd4iQ8wPTRuwxD7x94SaTMM8Mk04qHw_2CxM1mMWbiYQx4y91h_Q8w?key=OivuPALnmB7AkR8LHmueZg)

 Select the green “Add Widgets” button.

![Select the green “Add Widgets” button.](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcg-tbxyspQxtghGZADk0rNrlfQQfiv66vV9xkRz3Y8LvIKYSoVR-slynKDd3Utk-YFP5ezKG6ZyPBQnya-D7ds7Cr90vUYbubKOJucfhpB4aazXBC0IGdqbpMx5WCnvYvnQc0GxA?key=OivuPALnmB7AkR8LHmueZg)

The following widgets have a Filter By Unit property and can be chosen from the list:

- Upcoming Assessments

- Pending Assessments

- Daily Log

- Visitations

- Incidents

- Upcoming Service Plans

- Clients In Facility

- Clients In Programs

- Medication Schedules

- Recent Facility Placement Events

Once the widget has been added, select the gear icon that will allow you to “edit the widget configuration.”

![Once the widget has been added, select the gear icon that will allow you to “edit the widget configuration.”](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeQXqRyWK0qZ00VtKCftzqi_A6JWwbg0OI_WtJ9VwQetBaCojskaafLb4pewn21nx1sa08o6B3xJihtyq8vN4zw7oLbvuJxhABvkqMJLKT_yNVCtXZuradSLAPCgw_v1AMMOgiQzg?key=OivuPALnmB7AkR8LHmueZg)

You will now see a “filter by unit” option under “who should show.” Multiple units can be selected at a time. 

![You will now see a “filter by unit” option under “who should show.” Multiple units can be selected at a time.](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcbXrR0jyel_6rc5eoIZpzbQXaoSlkQFaP5SqTkm7qxjcgUUdosK6hpuLGx-4AO-o6DJxUJu8PJSnJrfHQJNqLzm_OVbBChfI7cvRQLFMweO8BI65UZxO8q2PEJvRYlYIQwfdtx3A?key=OivuPALnmB7AkR8LHmueZg)

Once completed, click Apply

![Once completed, click Apply](https://lh7-rt.googleusercontent.com/docsz/AD_4nXe9QRYUgG10H5oMqJ7emE5phWPyo3hDGZX6O8vu1UknLODt9wXDsekFO8Mu4GdnH3NNZ9c-YV6l1dZ1rtc4Ynxm2AfJckg8dQR-nqfMbS-sNPvVCTkkHP6EzAMVu5Iv9RrtHoep?key=OivuPALnmB7AkR8LHmueZg)

Select “Save changes” on your dashboard. 

![Select “Save changes” on your dashboard.](https://lh7-rt.googleusercontent.com/docsz/AD_4nXf-d8UPfn_3c-YKS7SLgnmsTbJiRlhGzAYXDtPVQ2-QkrhWZMr_6nZGZxwfByoOxgrbW9m32BbUJ1didMWT_ujE4mjVFaCOvpGlliyVovwa76tlGJSBGe-8wp733Vt2zhllCpHUkQ?key=OivuPALnmB7AkR8LHmueZg)

For a webinar on using the dashboard manager, please see the link shared **[here](https://docs.youthcenter.net/docs/dashboard-manager-multiple-dashboards-sharing-and-widget-tallies/).**

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