How to join orders to accounts in a dashboard

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Saltia Hardware Distributors · How to join orders to accounts in a dashboard

Jacinta was building a dashboard to show store balances with recent orders but needed help joining orders to accounts. Olivia explained using the account_id field.

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As at Fri 9 Oct 2026

Jacinta was building a dashboard to show store balances with recent orders but needed help joining orders to accounts. Olivia explained using the account_id field.

Problem: On 27 Mar 2026, Jacinta was trying to build a dashboard linking orders to store accounts but couldn't figure out the correct relationship to use.

Handling: Olivia responded in under five hours and provided clear guidance using the account_id field present in both tables. The ticket was solved by 2 Apr 2026.

Watch: This shows a customer investing in dashboard building, a good adoption signal. Follow up to confirm the dashboard was built and is in use.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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created · Jacinta Hoad 27 Mar 2026 11:20
I'm trying to build a dashboard to show our store balances and recent orders together. I can see the account data fine, but I'm struggling to work out how to join the orders to the correct accounts. Is there a specific relationship I should be using?
Public reply · Olivia Grant 27 Mar 2026 15:41
Hi Jacinta, that's a great question. In the dashboard builder, you can link orders to accounts using the `account_id` field that exists in both tables. Add a filter on `orders.account_id` and match it to the account. Does that help?
Status change · Olivia Grant 2 Apr 2026 15:39
Status change · 6 Apr 2026 23:59

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