Questions Acumatica Dashboard Widget Properties - Shared Filter to Apply

Hi Kermit,

A Shared Filter is something that you can put on a Generic Inquiry.

To do that, you go to the Generic Inquiry and click the Filter Settings button highlighted here:

Then put in some filters. Maybe something to find "Active" customers or Invoices greater than $10,000. Something like that.

Once you have your filters in place, click the SAVE button like this:

Give your filter some kind of name in the Enter the filter name here field like this:

Don't miss this last part. To make this a Shared filter, you need to check the Shared box, then click the SAVE button on the bottom like this:

Now, you should be able to go back into Widget Properties and you'll see your Shared Filter in the drop-down like this:

Acumatica Version 6.10.0472 used when composing this response

Ah, I see now. I was thinking that a Shared Filter was something you do within the Dashboard. Looks like it's something that you do on the Generic Inquiry instead. Thanks!