Multi-trust dashboard view

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Brannock Medical Supplies: documents · Multi-trust dashboard view

Sunita Bains asked whether dashboards can combine data from multiple trusts in one view instead of flipping between individual dashboards. Olivia Grant confirmed it is possible and offered a guide or template.

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Current to 11 Oct 26

Sunita Bains asked whether dashboards can combine data from multiple trusts in one view instead of flipping between individual dashboards. Olivia Grant confirmed it is possible and offered a guide or template.

Problem: Sunita Bains asked whether the dashboard builder can combine data from multiple trusts into a single view. She was managing multiple individual trust dashboards and wanted a more efficient workflow for key-account managers.

Handling: Olivia Grant confirmed it is possible using filters or table joins and committed to sending a guide with approaches. She also offered to build a template if Sunita preferred. The ticket was solved by 16 Apr 2026, three days after creation.

Watch: This shows the dashboard builder is being actively used for operational workflows. Ensure the guide is clear and consider whether a template would accelerate adoption further.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

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First response (min)102

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created · Sunita Bains 13 Apr 2026 16:29
Is there a way to build a dashboard that combines data from multiple trusts into a single view? At the moment, key-account managers have to flip between individual trust dashboards. A combined view would save time. Is that possible with the current setup, or is it something you're planning to add?
public_reply · Olivia Grant 13 Apr 2026 18:11
Good question. Yes, it's possible to combine data from multiple trusts in a single dashboard. You can use a filter or join the trust tables together. I'll send over a quick guide with a couple of approaches: you can build one of those dashboards yourself in the builder, or if you'd like us to set it up as a template, let me know and I can sort that for you.
status_change · Olivia Grant 16 Apr 2026 13:39
status_change · 20 Apr 2026 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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