'Default Filter' is not being saved for hierarchical list on dashboard - Known Error

'Default Filter' is not being saved for hierarchical list on dashboard Description 'Default Filter' is not being saved for hierarchical list on dashboard. It only works if you create the 'Default Filter' directly, for example going to pm_project.LIST.

Steps to Reproduce

1. Ensure the following plugins are activated including demo data: Project Portfolio Suite with Financials Performance Analytics - Content Pack - Project Portfolio Suite Dashboards

2. Enable 'Hierachical lists' on the pm_project table: i. Go to pm_project.list ii. Right-click on header, go to 'Configure' > 'List Control' iii. Enable 'Hierachical lists' then save.

3. Create a list report for the table pm_project and save it.

4. Add the report to the dashboard: Dashboard: 'Admin Console' Tab: 'Dashboard Groups'

5. Log out and log back in.

6. Open the newly created report within the 'Self-Service' > 'Dashboards' > 'Admin Console'.

7. For the demo record PRJ0010007, create a 'Default Filter': i. To the left of PRJ0010007, click on the right-facing black arrow ii. Click on the filter icon iii. Add a new filter (ex. 'Keywords' / 'are' / 'test') iv. Click on 'Set as Default Filter'.

8. Log out and log back in.

9. Open the dashboard again and click on the right-facing black arrow for PRJ0010007. Notice the 'Default filter' previously created is gone.

Workaround This is expected behaviour. The filter you apply on the list report is a personalized filter for the logged in user, and it will not be stored anywhere. To have a persistent filter on the list report, apply the filter condition in the report designer instead.