How do I search trade account disputes in the dashboard?
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Merriott Lyle Distribution · How do I search trade account disputes in the dashboard?
Neil asks how to view open disputes per account for his region. Through guided conversation with Bethan, he builds a dashboard showing account-level dispute counts. He successfully resolves the issue and thanks support for the help.
What happened
What this says
Current to 13 Oct 26Neil asks how to view open disputes per account for his region. Through guided conversation with Bethan, he builds a dashboard showing account-level dispute counts. He successfully resolves the issue and thanks support for the help.
Problem: Neil needed account-level view of disputes but the search returned invoice-level records, requiring him to manually aggregate.
Handling: Bethan clarified what data Neil was seeing and offered the dashboard builder as a solution. Neil built the dashboard following Bethan's guidance and achieved the account-level view he needed.
Watch: Successful self-service through the dashboard builder demonstrates strong adoption.
Details
Updated 9 Oct 26Trail
created · Neil Ashworth 22 Oct 2025 11:48Hi, I'm trying to pull together a list of open disputes for the accounts in my region, but I'm not sure how to find them in the brain. I've searched 'disputes' and got some results, but they don't feel complete, I'm getting invoice-level detail when I really just need to see which accounts have disputes outstanding. Is there a dashboard view I should be using instead of search, or am I searching the wrong way? Many thanks, Neil- public_reply · Bethan Lister 22 Oct 2025 14:51Hi Neil, Thanks for reaching out. Just to clarify, when you search for 'disputes', what columns are you seeing in the results? Are you getting individual dispute records with invoice IDs, or are you seeing one row per trade account? And roughly how many results are you getting back? Thanks, Bethan
- public_reply · Bethan Lister 24 Oct 2025 15:43One more thing: are you running this search against the account data, or are you seeing dispute records that came through from the helpdesk or accounting system? Just want to make sure we're looking at the right data source. Let me know and I'll point you at the right view. Thanks, Bethan
- public_reply · Neil Ashworth 24 Oct 2025 16:26I'm getting individual dispute records with invoice numbers attached to each one. I think they're coming from the accounting system. What I really need is a count of open disputes per trade account for my region, so I can see at a glance which accounts need attention. Is that something the brain can show me? Neil
- public_reply · Neil Ashworth 28 Oct 2025 14:55I've tried building a dashboard following your guidance and it seems to be working now, I'm getting the account-level view I needed. Appreciate the help on this. Neil
- status_change · 9 Nov 2025 23:59