How do I filter orders by individual NHS trust?
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Brannock Medical Supplies: documents · How do I filter orders by individual NHS trust?
Lee Garside needed to filter orders by individual NHS trust for weekly syncs. Olivia Grant showed filter dropdown and saved view feature. Solved 24 Jun 2026.
What happened
What this says
Current to 11 Oct 26Lee Garside needed to filter orders by individual NHS trust for weekly syncs. Olivia Grant showed filter dropdown and saved view feature. Solved 24 Jun 2026.
Problem: Key Account Manager needed to isolate one NHS trust's orders in a dashboard for weekly synchronisation meetings. Search and default dashboard view showed all trusts' data.
Handling: Assigned to Olivia Grant. First response at 14:47 on 2026-06-17 (45 minutes after urgent request), seeking clarification of dashboard in use. Grant reviewed account 19 Jun 2026 and provided filter dropdown location (Orders dashboard, Trust Name) and saved view feature. Customer confirmed success 22 Jun 2026 and praised solution.
Watch: Weekly trust sync automation and saved views indicate strong adoption and team coordination.
Details
Updated 9 Oct 26Trail
public_reply · Lee Garside 17 Jun 2026 11:05Morning, quick question - is there a way to filter the brain by a specific NHS trust? I'm looking at the dashboard but I'm not sure how to isolate just one trust's data.- created · Lee Garside 17 Jun 2026 14:02Hi, I'm trying to pull just Nottingham General's orders into a view for our weekly sync with them, but the dashboard is showing everything across all trusts. I've tried using the search, but it's not working the way I expected. I need to demonstrate this to the trust by our meeting tomorrow. Can you show me the right way to filter by a specific trust?
- public_reply · Olivia Grant 17 Jun 2026 14:47Hi Lee, thanks for getting in touch. Just so I've got this right: you want to see orders for just one trust in your dashboard view? There are a couple of ways to do this. Can you tell me which dashboard or page you're working in?
- public_reply · Olivia Grant 19 Jun 2026 12:39I've had a look at your account. In the Orders dashboard, there's a filter dropdown at the top left that lets you filter by Trust Name. Click that and select Nottingham General, then click Apply and the dashboard will show only that trust's orders. You can also save this as a view for next time - click the Save View button when you've got the filter set up. Can you try that and tell me what you see?
- public_reply · Lee Garside 22 Jun 2026 16:12That's brilliant, thanks Olivia. Found the filter and it works perfectly. The saved view is exactly what I needed for the weekly syncs. Really helpful.
- status_change · 28 Jun 2026 23:59