Filter dashboards

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Overview

By default, dashboards display key performance indicators (KPIs) for the current day for all active business units (BUs) for all selected networks. You can filter the dashboard for specific date ranges and BUs. See Filter dashboards for more on how to filter by date ranges and business units. 

Dropdown menu showing business units with 'Inactive BUs' selected.


Who uses this feature

  • Administrators, Owners, General Managers

  • Applies to all business types.

Feature configruation

  • Permission is required to use this feature. Please contact the account administrator on your team.

  • Account configuration is required to use this feature. Please contact Technical Support for details.


Things to know

  • You can view metrics for Inactive BUs by clicking the Business Units filter, then selecting the Inactive BUs box for the network whose metrics you want to view. You can also click Expandto select individual inactive BUs.

  • When filtering by networks, only the selected networks appear in the Business Units filter.

Filter by network

By default the dashboard includes information from all networks. To filter by an individual or select networks: 

  1. Click the Network dropdown menu. 

  2. Select the networks whose information you want to display on the dashboard, or select All to include all networks.
    Dropdown menu showing selected 'Pro Plumbers Midwest' option among multiple choices.The dashboard updates displaying only information from the networks you selected. 

Set refresh rate

The dashboards refresh manually by default. To set an automatic refresh rate:

  1. Click the Refresh dropdown. 

  2. Select one of the following options:

    1. Refresh Every 10 Minutes

    2. Refresh Every 30 Minutes

    3. Refresh Every Hour
      Dropdown menu showing refresh options for data updates in a user interface.The dashboard automatically refreshes at the rate you set. 

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