How to build a custom dashboard for exception accounts
Ticketclosed
Brakkevoort Logistics · How to build a custom dashboard for exception accounts
Customer requested step-by-step guide to build dashboard for accounts with no recent shipments or exceptions; support provided guide.
Priority high
What happened
What this says
As at Fri 9 Oct 2026Customer requested step-by-step guide to build dashboard for accounts with no recent shipments or exceptions; support provided guide.
Problem: Pieter wanted to build a dashboard filtering for accounts with no shipment in past month or flagged exceptions within past week. Handling: Olivia confirmed dashboard builder supports stacked filter conditions and sent step-by-step guide with screenshots. First response was 30 minutes. Watch: Dashboard building shows strong adoption and investment in the platform; positive momentum.
Details
Updated 9 Oct 26Priorityhigh
Statusclosed
Categoryhow_to
Channelweb
First response (min)30
CSAT5
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Trail
Public reply · Pieter van Dam 26 Sep 2025 10:25Actually, to be clear on what we need: accounts with no shipment in the past month or accounts flagged with an exception within the past week. Can we filter for both conditions together?- created · Pieter van Dam 26 Sep 2025 12:32We need to create a dashboard that shows shipper accounts flagged with exceptions, specifically ones that haven't had a shipment in the past month. Can you walk us through the steps to build this in the dashboard builder?
- Public reply · Olivia Grant 26 Sep 2025 13:02Absolutely, I can help with that. The dashboard builder lets you stack those conditions together. I'll send you a step-by-step guide with screenshots. You should be able to build this in just a few minutes. Thanks, Olivia.
- Public reply · Olivia Grant 29 Sep 2025 09:01How did you get on with building the dashboard? Let me know if you need any tweaks or if you hit any snags. Thanks, Olivia.
- Status change · 3 Oct 2025 23:59
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