Cross-Widget Drill-Down
Click a slice of a chart in one widget and every other widget on the same page narrows to match what you clicked. The widget you clicked stays as it was — it's the source of the filter. The rest of the page responds.
A red banner pinned to the bottom of the screen shows what's currently filtered, and you remove a filter by clicking the X on its chip.
A drill-down filter only lives on the page where you set it. Move to a different page — even another widget-mounting page like Analytics or Job Detail — and the filter resets. This is intentional: a "Category: Concrete" drill-down on one page would be misleading in a different context.
Two flavors of drill-down
Some clicks add a filter chip; others navigate you somewhere else entirely. The two look the same on the surface — both are "click a thing inside a widget" — but they behave very differently.
| Flavor | What clicking does | Examples |
|---|---|---|
| Filter chips | Adds a chip to the red banner. The page's other widgets and the data table narrow to match. You stay on the page. | Cost Waterfall (click a category bar), Cost Code Treemap (click a rectangle), Vendor Pareto (click a vendor or a category), PM Leaderboard (click a row), Company Radar (click a slice) |
| Navigation drill-down | Sends you to a different page — usually the relevant Job Detail or Action Queue. No chip is added. | Stale PO Strip (click a dot), Change Order Lollipop (click a row), Morning Briefing (click a bullet), Anomaly Alert Feed (click a card), Daily Report Calendar (click a day) |
For the per-widget detail on which one a particular widget uses, see the Widget Catalog.
The red bottom banner
When at least one filter chip is active, a red strip pins itself to the bottom of the viewport.
Inside the banner:
- A small "Filtered by:" label.
- One pill per active filter, formatted as
<Filter Type>: <value>— e.g. "Category: Concrete," "Vendor: Heidelberg Material," "PM: Alice Smith." Each pill has its own X button. - When two or more pills are present, a "Clear all" link appears on the right edge of the banner.
On desktop the banner sits flush with the bottom of the viewport. On mobile, it sits just above the bottom navigation bar — see the screenshot below.
Removing a single filter
Click the X on any pill. That filter clears and the rest of the page recalculates. If it was the last chip, the banner disappears entirely.
Click the chip's X to drop a single filter, or use Clear all to wipe them all at once.
Removing all filters at once
Click Clear all on the right side of the banner. Every chip is removed and the banner disappears.
Stacking filters
Filters compose. Click a category bar to filter to Concrete, then click a vendor on the Vendor Pareto, then click a PM on the leaderboard. All three chips appear in the banner; every other widget on the page recalculates against the intersection — rows that match Category=Concrete and Vendor=Heidelberg Material and PM=Alice Smith.
Three chips means rows that match all three. There is no UI to switch this to a "match any" union; today the dashboard always intersects.
The banner shares state with the top filter row
On pages that have a top-of-page filter row — All Jobs, Analytics, Action Queue — adding a Company or PM via the dropdown also creates a chip in the bottom red banner. Clearing the chip from the banner clears the dropdown too. They're one set of filters, shown in two places.
So:
- Add a Company from the top dropdown → the same Company shows up in the bottom red banner.
- Click the X on the banner pill → the top dropdown forgets the Company too.
The red banner and the page's top filter row aren't separate systems. Adding a chip in either place shows it in both. Removing it in either place removes it from both. See Filter Banner for the banner's full reference, and Company and PM Filters for the top row.
PM-scoped narrowing also runs automatically when you flip the My Jobs toggle. That's a different mechanism — My Jobs scopes by your own user ID without surfacing a chip — but the result is the same: data narrows to your jobs. See My Jobs vs. All Jobs.
Where drill-down works, and where it doesn't
Drill-down is available on every widget-mounting page: All Jobs, Analytics, Action Queue, Job Detail, and the Field Data and Budget tabs. It is not a cross-page bridge — clicking a widget on Analytics doesn't pre-populate filters on Job Detail. To narrow scope across pages, use the page-level filter row or the My Jobs toggle.
Reading the chip text
Each chip shows the human-readable value — "PM: Alice Smith," "Cost Code: 2-21 Concrete Pour," "Category: Concrete." That's the value; that's what you read.
Drill-down doesn't make data fresher
The numbers a widget shows after you click are pulled from the same data the widget already had. Drill-down narrows the view; it doesn't refresh anything new.
Cost and PO numbers can be up to two hours behind reality, and job, labor, and vendor data can be up to a day behind. See Data Refresh Rates.
Keyboard and screen reader
The banner is announced politely when it appears — it doesn't steal focus from whatever you were doing. Each chip is a real button: Tab to it, press Enter or Space to remove. The banner has the accessibility label "Active cross-widget filters" so screen readers can locate it deliberately.
Related
- Filter Banner — full reference for the red bottom banner.
- Company and PM Filters — the top-of-page filter row that shares state with the banner.
- Drill-Down Chips — close-up of the chip behavior.
- Widget Catalog — which widgets emit which kind of drill-down.
- Showing and Hiding, Reordering and Pinning, Widget Settings Panel, Collapsing Widget Sections — other ways to shape what you see.
- My Jobs vs. All Jobs — the page-level scoping toggle.
- Data Refresh Rates — how fresh the underlying numbers are.