How do I create a dashboard filter by trust?

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Brannock Medical Supplies: documents · How do I create a dashboard filter by trust?

Helen Varley asked how to create a dashboard filter allowing key-account managers to view orders by individual trust. Bethan Lister provided step-by-step guidance on using the dropdown filter feature tied to the trust field, including default value setup.

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Current to 11 Oct 26

Helen Varley asked how to create a dashboard filter allowing key-account managers to view orders by individual trust. Bethan Lister provided step-by-step guidance on using the dropdown filter feature tied to the trust field, including default value setup.

Problem: Dashboard showed all trusts mixed together but key-account managers needed to filter to individual trusts for their reports. Handling: Bethan provided clear step-by-step guidance on the dropdown filter feature and explained how to set a default selection. This was straightforward feature adoption support for sales operations.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

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created · Helen Varley 19 Dec 2024 17:16
Can you walk me through how to create a dashboard filter showing orders by trust? We've set up a dashboard for one of the key-account managers, but it shows all trusts mixed together right now. We sell by trust, so they need to filter to one at a time. What's the best approach?
public_reply · Bethan Lister 19 Dec 2024 20:13
Hi Helen, Great question. The dashboards builder lets you set up filters easily. The simplest is a dropdown filter at the top of the dashboard tied to your trust field: 1. Open the dashboard and click Add filter. 2. Choose Trust as the field. 3. Select Dropdown as the filter type. 4. Save. The key-account manager can click the dropdown to pick their trust and the whole dashboard updates to show just that trust's data. You can set a default trust too so it opens pre-selected. Let me know if you hit any snags. Thanks, Bethan
status_change · Bethan Lister 30 Dec 2024 11:23
status_change · 3 Jan 2025 23:59

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