# Filter and sort view data

> Configure per-widget filters, condition groups, sorting, limits, and view-level date filtering in a dashboard.

URL: https://www.agencytitan.com/help/views/filter-and-sort-view-data/

Filters and sorting are configured on each data block. This lets one dashboard show different slices of the same records, such as all active tasks in a table and overdue tasks in a metric.

## Who this is for

Agency team members who edit view layouts and need each block to show a focused set of records. Requires **View Layouts** and **Edit Layouts**.

## Before you begin

- Create a view and add at least one table, chart, metric, or Kanban block. See [Create a view](/help/views/create-a-view/).
- Decide which records should be included and whether every condition or any condition should match.
- Identify the field that should control sorting or date filtering.

## Open a block's data settings

1. Open **Settings**, then **Views** ([/settings/views](https://app.agencytitan.com/settings/views)), and open the view.
2. Select the table, chart, or metric on the canvas.
3. Expand **General** or **Data**, depending on the block.
4. Confirm **Data Source** before building conditions.

## Build a filter

1. Find **Filters** in the block's properties.
2. Under **Match**, choose:
   - **All** when every condition must match.
   - **Any** when at least one condition can match.
3. Select **Add condition**.
4. Choose a field, operator, and value.
5. Select **Done** to finish the highlighted condition.
6. Add more conditions as needed.
7. Use **Add group** when a nested group needs its own All or Any logic.
8. Select **Save Draft**.

![Data Table properties showing the Clients data source, pagination, Sort By, and a filter builder with All or Any matching and Add condition](/docs/screenshots/views-v1/data-table-filter-sort-config.png)

:::caution[Finish each condition]
The builder warns **Finish the highlighted filter condition before saving** when a condition is incomplete. Choose every required field, operator, and value, then select **Done**.
:::

## Sort and limit a table

In a **Data Table** block:

1. Add the columns the table should display.
2. Under **Sort By**, choose a sortable field.
3. Choose the direction when the direction control appears.
4. Set **Rows Per Page** when pagination is enabled.
5. Optionally set **Maximum Results** to limit the records fetched.
6. Select **Save Draft**.

Charts provide **Sort Order** and **Data Limit** in their **Data** section. Kanban column order comes from its configured column field rather than the table sorting control.

## Save and reuse filters

The Views builder does not show a separate named **Saved Filters** library. The conditions are part of the table, chart, metric, or Kanban configuration and are saved with the view draft. Reopen the view and select the same block to update that saved filter definition.

To reuse a complete configuration, use **Duplicate** on the view and edit the copy. See [Manage views](/help/views/manage-views/).

## Use the view-level date picker

1. Open **View Settings** from the builder header.
2. Turn on **Enable Date Range Filter** and choose a default range.
3. Return to the block.
4. Under **Date Filtering**, use **Follow View Picker** and choose a **Date Field**.
5. Save the view settings and the draft.

The date picker only drives blocks that have a date field configured to follow it.

## Expected result

- Each configured block shows only records that match its saved conditions.
- Tables and charts use the selected sort and result limits.
- Blocks configured to follow the view picker update when its date range changes.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| Filter cannot be saved | A highlighted condition is incomplete | Finish or remove the condition |
| Filter returns no records | Field, operator, value, or data source does not match the intended records | Review the condition from left to right and confirm the block's **Data Source** |
| **Sort By** has no useful choice | The needed column or field is not available for the selected data source | Add the field as a column or change the data source |
| Date picker does not affect a block | Date filtering or **Date Field** is not configured | Enable the view date range, then set the block to **Follow View Picker** |
| Library order looks wrong | The Views library has its own sort control | Change **Recently Updated**, **Recently Created**, or **Name (A-Z)** in the library |

## Related articles

- [Views and dashboards overview](https://www.agencytitan.com/help/views/overview/): Understand how AgencyTitan views combine tables, Kanban boards, calendars, charts, and metrics into scoped dashboards and work surfaces.
- [Create a view](https://www.agencytitan.com/help/views/create-a-view/): Choose a global, client, or process scope, create the view, and add table, Kanban, calendar, chart, or metric blocks in the builder.
- [Configure Kanban and calendar views](https://www.agencytitan.com/help/views/configure-kanban-and-calendar-views/): Configure Kanban grouping, cards, behavior, filters, and calendar data sources, date fields, and default display.
- [Configure charts and metrics](https://www.agencytitan.com/help/views/configure-charts-and-metrics/): Add chart series, grouping, sorting, filters, and metric calculations to build a useful AgencyTitan dashboard.