Filtering
Filter to see what is important to you.
Overview:
Filters make finding the clients you need seamless. Sort by clients you are assigned to, by category or advanced options.
Category:
Select a category of client on the top bar, this will show you clients and dashboard data for this specific category only.
Filters:
From inside the client table or dashboard, click “filter” on right hand side:
Filter by:
Client
Account manager
Product
Active status
Date Range:
You may see data for a specific day or date range. Double tap a date for single view or click one day and another to create a range.
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