Smartlists (Advanced Filters) lets us build tag logic like:
• Tag is “Registration”
AND
• Tag is not “Attendee”
But in Dashboard widgets (Edit Widget → Conditions), the Tags filter is limited and does not allow the same nested filter builder.
What we need
Please add the same Advanced Filters / Nested Filters experience from Smartlists into Dashboard widget filtering, including:
• Add nested filter inside Widget Conditions
• Support Tag is + Tag is not in the same widget
• Ability to add multiple tag rules
• Grouping logic so we can build accurate cohorts for reporting
Example use case
Widget should allow:
• Tags is “New Year Free Class Registration [date]”
AND
• Tags is not “New Year Free Class Attendee [date]”
This is required for reporting on “Registered but did not attend” without creating extra tags or separate lists just to make dashboards work.
Why this matters
Dashboards should be the source of truth. Without nested filters:
• Widgets show the wrong group of contacts
• We are forced to create extra tags or Smartlists just for reports
• Reporting becomes slower and inconsistent across the team
• Easy to make mistakes and miss follow ups
Outcome
• Widget Conditions includes Add nested filter (same as Smartlists)
• Tag filters support is and is not together in one widget
• Supports multiple conditions and grouped logic
• Results update live, just like Smartlists