Could we add status filtering for policy records?
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Clonvara Insurance Services · Could we add status filtering for policy records?
Aoife Tuohy asked how to filter policy records by status in broker dashboards to avoid manual reporting. Bethan Lister confirmed the dashboard builder already supports field filters on any data field.
What happened
What this says
As at Fri 9 Oct 2026Aoife Tuohy asked how to filter policy records by status in broker dashboards to avoid manual reporting. Bethan Lister confirmed the dashboard builder already supports field filters on any data field.
Problem: Aoife needed to filter policy records by status (active, pending, lapsed) when building dashboards, currently requiring manual work to separate them. Handling: Bethan confirmed the dashboard builder supports filters on any field, including status, and provided a guide. This reads as smooth adoption by a technical user.
Details
Updated 9 Oct 26Trail
created · Aoife Tuohy 17 Mar 2026 15:38Hi, We're building out dashboards for the brokers and it would be really helpful if we could filter policy records by their status: active, pending, lapsed, that sort of thing. We've got that data in the brain already but at the moment we're having to do a lot of manual work to separate them out for reporting. Would that be something you could enable? Thanks, Aoife- Public reply · Bethan Lister 17 Mar 2026 23:07Hi Aoife, Thanks for getting in touch. Just so I've got this right, you want to be able to filter on the policy status field when you're building your broker dashboards? I can definitely look into that. Can you tell me a bit more about how often the brokers would use this? Thanks, Bethan
- Public reply · Aoife Tuohy 19 Mar 2026 13:36Hi Bethan, Yes, exactly. They're constantly asking about active policies and which have lapsed, if they could see that broken down themselves in the dashboard, we wouldn't need to run manual reports. We've got the source data, so it should be doable. Thanks, Aoife
- Public reply · Bethan Lister 20 Mar 2026 10:03Hi Aoife, Good news, this is something you should be able to do right now. The dashboard builder lets you add filters on any field from your data, including status. I'll send you a quick guide showing how to set that up. Have a go and let me know what you see? Thanks, Bethan
- Status change · 24 Mar 2026 23:59