The Dashboard has been updated to allow you to customize which requests you see on your Dashboard.


Each user's filters settings are automatically applied once selected. You can change the filters at any time or remove them completely to see the full list of your firm's requests. 



The filter options available include:

  • Client Name
  • Date Range (to pull requests older than 90 days) 
  • Client File #
  • Status
  • Staff Name 
  • Provider Name
  • 30 days, 60 days or 90 days


By using Filters, you can customize your Dashboard to display exactly what you need. Easily sort your requests by status, timeframe, client, provider, and more. Whether you want to see only your requests, fulfilled requests, or those placed within a specific period, the options are extensive—allowing you to organize your workflow in the way that suits you best.
To remove all your filters, simply click the "Reset" button and this will remove any filters that were previously selected: 


Below are examples of how to set your Filters for specific situations. Please note: each example builds off of the previous one, meaning you will need to add each filter to have the final result of seeing your own specific status requests for a specified period. 


How to View Only Your Requests

  1. Click Staff Name
  2. Click your name in the drop down list of Staff Names
  3. Once you click your name, the request table will be automatically updated to only show your requests.


If you wish to remove the filter, simply click the "X" to remove that specific filter: 


How to View Your Requests for a Specific Date Range

  1. Click Date Range
  2. Select your Start Date
  3. Select your End Date
  4. Once selected, the request table will be automatically updated to display all requests in the date range you have set (along with any other filters in place, if applicable) 


How to View Your Requests With a Certain Status

  1. Click Status
  2. Select the Status for the requests you wish to view 
  3. Note: You can select more than one Status, if you wish
  4. Once selected - the request table will be automatically updated




If you need assistance with setting your Filters to achieve a certain result, please reach out to our Customer Support Team via Live Chat or at [email protected]