Filtering and Sharing Dashboard Views
Liferay Data Platform (LDP) includes dashboard filters for narrowing your metrics. While the available filters depend on each dashboard, filter examples include accounts, segments, experiences, and Content Marketing Platform (CMP) projects. Also, because account, segment, and experience selections are part of the page’s URL, you can bookmark or share filtered dashboards.
The account and segment filters require a Liferay Data Platform subscription. Account filters also require a connected data source that supplies account records. Segment filters require at least one segment. The CMP Projects filter doesn’t require a subscription.
Where the Filters Appear
Filters vary by dashboard:
| Dashboard | Accounts | Segments | Other Filters |
|---|---|---|---|
| Sites | ✔ | ✔ | |
| Page Analytics (Overview Tab) | ✔ | ✔ | Experiences |
| Page Analytics (Path Tab) | ✔ | ✔ | |
| Page Analytics (Visitors Tab → Accounts) | ✔ | ||
| Assets | ✔ | ✔ | Type, Asset Structure Type, Tags, Categories, CMP Projects, and File Type |
| Asset Details (Overview Tab) | ✔ | ✔ | |
| Asset Details (Visitors Tab → Accounts) | ✔ | ||
| Lifecycles | ✔ | Industries and Countries | |
| Accounts | ✔ (one at a time) | Active Individuals, Status (with an account lifecycle), Industry, and Country |
Filtering a Dashboard
On most dashboards, the filters are menus below the tab bar, such as All Accounts and All Segments.
Each menu holds one selection. To clear a filter, select All Accounts or All Segments. Applying both narrows the dashboard to one account’s activity within one segment. The page’s time range, or a card’s own time range, applies alongside them.
Filtering Assets
The Assets dashboard lists your Liferay CMS content with each asset’s Views, Impressions, and Downloads. Click Filter to narrow the list.
Most filters, such as Type, Tags, and Categories, match the asset itself. Three filters match the activity recorded on each asset instead:
- Accounts and Segments: Shows only the assets that the selected accounts (customer companies) or segments (audiences) interacted with. The Views, Impressions, and Downloads columns count only their activity.
- CMP Projects: Shows only the assets that had activity while linked to the selected projects. The filter lists only projects with activity in the selected time range. Selecting several projects shows the assets linked to any of them.
The Download Reports export applies your filters.
You can link only Liferay CMS content and files to a project, either directly or through one of its tasks. See Linking Assets to Projects. Activity doesn’t count toward a project if it was recorded before the asset was linked, on a Liferay DXP version earlier than 2026.Q4, or while CMP wasn’t activated.
Sharing a Filtered View
To share or bookmark a filtered dashboard, copy its URL. Your account and segment selections carry over when you refresh, switch tabs, or open detail pages in the same dashboard.
Assets is the exception. Its Filter menu selections aren’t part of the URL, so a refresh or a shared link loses them. A link from another LDP page can still preselect an account or segment, such as View All on an account’s Top Assets card.
Dashboards you open from the navigation menu start with no filters applied. Moving to a different dashboard also clears the filters. Opening a dashboard from an event title in an account’s Activity Stream selects that account as a filter.