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Filtering Homepage Data

Filtering Homepage Data

You can filter work orders, proposals, and invoices that appear on the homepage by client and creation date.  

  • By Clients: By default, work orders, proposals, and invoices appear on the homepage for all of your clients. You can use the filter to view these items only for specific clients. 

  • By Creation Date: You can filter work orders, proposals, and invoices on the homepage by date when they were created. 

How to Filter Homepage Data

 

  1. In the upper-left corner of the homepage, click the Clients filter. 

SS-PA-EU-Provider-ALP-Filter-by-Client.png

  1. Select the checkboxes next to the desired clients.

SS-PA-EU-Provider-ALP-Filter-by-Specific-Clients.png

  1. Click Apply Filters. The metrics on the homepage will automatically update to show work orders, proposals, and invoices for the specified clients. Next time you land on the homepage, the filter you saved applies to the metrics. 

  2. Click the Creation Date drop-down list to filter homepage data by specific period of time: past 4, 14, 30, or 45 days. 

SS-PA-EU-Provider-ALP-Filter-by-Creation-Date.png

The metrics on the homepage will automatically update to show work orders, proposals, and invoices for the specified time period.