How to Set a Date Range on User's Dashboard

Often times, after years of creating and sending out quotes to your customer, you may at times find it difficult to navigate through the dashboard when there are many jobs to filter through.

The easiest way to reduce the number of jobs to filter through is to set a date range for your user.

This date range can be edited via the screenshot and steps below:

1) Tools

2) My Settings

3) Dashboard

4) Edit the number of days

Please note that this is done on a per user basis and will not be applied for all users since this is in 'My Settings.'

Whichever number you choose to enter in this space will dictate what the date range on the Dashboard is defaulted to.

Most clients opt for a 180 day range and it is often encouraged to archive your jobs once completed as well.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.