You can use filters to show all data, or data for a particular user or portfolio (see our help article on How to create a Portfolio for more information!).
The filters you can use are:
Everyones Data (default) - This filter will show the whole agencies data
My Data - This filter will show only records and data created by you
By Portfolio - This filter will show data belonging to a specific Portfolio
By User - This filter will show data belonging to a specific User
Changing your Dashboard view
1. Dashboard Filters can be found on the top left of the screen
2. To filter the data displayed, select Change
3. Here, you can filter by Portfolio, User, or My data
4. Simply click the data you wish to view
5. Click on Apply
Changing Your Default Dashboard Filter
1. To change your default Dashboard view, press change
2. Select the data view you wish to use as your Dashboard default
3. Tick the 'Use as default' button
4. Click on Apply
5. To change the dashboard back to default, simply click 'Change'
6. Click on Reset to default, this will bring your screen back to viewing all data
