How to create dashboards filtered by operator
Ticketclosed
Penmaen Software · How to create dashboards filtered by operator
Customer requested guidance on creating operator-filtered dashboards; support walked through the feature; customer successfully implemented and team is already using.
What happened
What this says
As at Fri 9 Oct 2026Customer requested guidance on creating operator-filtered dashboards; support walked through the feature; customer successfully implemented and team is already using.
Problem: Rhian needed to create dashboards showing metrics by operator without building a separate dashboard per location. Handling: Bethan provided step-by-step dashboard builder guidance including filter widgets and default filter settings. Rhian successfully implemented multiple dashboards and reported the team was already finding them useful. Watch: Successful dashboard building indicates strong adoption and a growth signal.
Details
Updated 9 Oct 26Trail
created · Rhian Morgan 21 May 2026 13:19Hi, we're trying to set up dashboards that show our key metrics by operator - things like ticket counts, member renewals and usage trends. We've got our operators set up in the CRM but we're not sure how to filter the dashboard results by each one. Is there a way to do this in the brain, or do we need to build a separate dashboard for each location? Any guidance would be great. Thanks, Rhian- Public reply · Bethan Lister 21 May 2026 18:50Hi Rhian, just so I've got this right: you want to filter your dashboards by the operator field from your CRM? That's definitely doable with the dashboard builder. Here's what you'd do: 1. Go to Dashboards and create a new one 2. Add a filter widget and select the operator field 3. Link each chart to that filter Can you try that and tell me what you see? Thanks, Bethan
- Public reply · Rhian Morgan 26 May 2026 15:33Thanks Bethan! That worked perfectly. We've got a few dashboards set up now for our main operators and the team is already finding them really useful. Just one more thing - is there a way to set a default operator when the dashboard loads? Rhian
- Public reply · Bethan Lister 27 May 2026 16:18You can set a default filter value in the dashboard settings - there's a default filter dropdown on the configuration screen. Just select your main operator and it'll load with that selected. Give that a go and let me know. Thanks, Bethan
- Public reply · Rhian Morgan 28 May 2026 13:15Brilliant, all sorted now. Thanks so much for walking through it with us. Rhian
- Status change · 15 Jun 2026 23:59