Direct Site Filtering for Forms Submission

To reliably track employees under a specific site without pulling employee information from the parent sites, you can add a filter called "Site Membership". 

This filter is useful when pulling form submissions only from one specific child site. Once a value is inputted into this filter and applied to the dashboard, the results shown in the data tables will only yield results from the site selected in this filter and will not pull results from this site's parent sites.

Without filtering the dashboard by site membership, forms submitted by employees assigned to the parent sites of that child site will be included in the dashboard's tables.

How to add the Site Membership filter

1. Click the three dots on the top right of your dashboard.

2. Click 'Edit dashboard'.

3. Click 'Filters', located in the blue bar.

4. Click 'Add Filter'

5. You can search for the term 'Site Membership', to bring up the filter name. The filter can be found under 'Forms, Questions and Answers, and Action Items' > 'Site Memberships.'

6. Click on the filter name, 'Site Membership'.

In the 'Settings' tab, you can customize the look and feel of the filter.

In the 'Tiles to Update' tab, you can choose the tiles the filter will apply to. 

7. Click on the 'Add' button to save the customization options and add the filter to the dashboard.

8. In the blue bar, click 'Save' to apply the changes to the dashboard