How do I filter my Dashboard?
Quickly narrow your Dashboard to what matters most.
Filtering your Dashboard helps you quickly focus on the data that matters most. Filters apply to both the List and Calendar views. Here’s how:
Step-By-Step Instructions
- On your Dashboard, click the filter icon in the upper-right corner.
- Choose a filter category from the dropdown menu.
- Select an option from the secondary list to refine your results.
📌Note: These filters also apply to Dashboard exports, so you can export exactly what you need.
You Can Filter By
- File Owner
- Sales Consultant
- Partner Agent
- Supplier
- Trip Leader
- Priority
- Tags
- Created Date
- Travel Date
- Source
- Trip Type
- Channel
- Travel Region
- Country
Clear Filters
- Click Clear All or click the X next to the filter name.
- You can also unselect the selected filters to remove them from your results.
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