Filtering Dashboard View by Customer Locations

Filtering Dashboard View by Customer Locations - User Guide

Welcome to our portal! To enhance your user experience, we have implemented a straightforward process to filter the dashboard view based on customer locations. Follow these steps to efficiently access the information you need:

1. Login to the Portal:

   - Enter your credentials to access the portal securely.

2. Choose Cases or Work Orders:

   - After logging in, navigate to the main dashboard.

   - Select either "Cases" or "Work Orders" based on your preference or requirements.

3. Access Filter Options:

   - Locate the "Filter By" button on the dashboard interface.

4. Select Customer Filter:

   - Click on the "Filter By" button, and a dropdown menu will appear.

   - Choose the "Customer" option from the available filters.

5. Choose Respective Customer:

   - Once the "Customer" filter is selected, a list of customers will be presented.

   - Choose the specific customer you want to focus on.

6.Select Locations:

   - After selecting the customer, further refine your filter by choosing specific locations associated with that customer.

7. View Filtered Dashboard:

   - After selecting the desired locations, the dashboard will automatically update to display cases or work orders specific to the chosen customer and locations.

By following these steps, you can efficiently filter and access relevant data on the dashboard, providing you with a more tailored and insightful view of your cases or work orders.

For any additional assistance or questions, feel free to refer to our support resources or contact our customer service team. We are here to help you make the most of your portal experience.