Insights AP Payment Metrics (Limit Filters and saving Filters)
We are looking to limit the filters that end-users see for a particular Insight. We would like specific groups of users to see a limited number of filters. For Example, hide account name and cancel action. We still want the support staff to see all filters but people with specific roles to only see a limited list.
Also, is it possible for individual users to have different filters saved when they open the Insight versus the default. For example, a user logs in updates the timespan from 2 years to 1 year. Can they save their filters so the next time they come it will start with those filters. Also, a button to reset back to the default filters.