How do I build a dashboard showing complaints by client?
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Vellacott Payments · How do I build a dashboard showing complaints by client?
Tomasz Wiśniewski needed help building a dashboard showing complaints by client and month. Connor Webb provided guidance on using the Group By option in the dashboard builder.
What happened
What this says
Current to 11 Oct 26Tomasz Wiśniewski needed help building a dashboard showing complaints by client and month. Connor Webb provided guidance on using the Group By option in the dashboard builder.
Problem: Customer struggled to segment complaint data by specific client name in the dashboard builder interface. Handling: Support walked through the interface and pointed to the Marketplace Client group-by option. Watch: Customer flagged the need as urgent for the complaints team; monitor adoption to confirm the feature meets their needs.
Details
Updated 9 Oct 26Trail
public_reply · Tomasz Wiśniewski 15 Aug 2025 11:07We need this fairly urgently for the complaints team.- created · Tomasz Wiśniewski 15 Aug 2025 17:08Hi, I'm trying to create a dashboard that shows complaint volumes broken down by marketplace client and by month. I've been using the dashboard builder, but I can't find the right way to segment the data as we need it. Can someone walk me through this? Cheers, Tomasz
- public_reply · Connor Webb 15 Aug 2025 21:49Hi Tomasz, Just so I've got this right, you want complaint counts grouped by client, with a date range selector? Let me walk you through it. Log in and open the builder when you can. Thanks, Connor
- public_reply · Tomasz Wiśniewski 19 Aug 2025 11:49I'm logged in now. I can see the complaint data, but I'm not seeing an obvious way to group it by specific client name.
- public_reply · Connor Webb 19 Aug 2025 13:59Right, let me check. You should see a Group By option on the left side. Look for Marketplace Client in that dropdown. Give that a try.
- status_change · 23 Aug 2025 23:59