Customize your views

The Orders and Deliveries dashboards show a lot of data by default. This article covers the four ways to shape that view around how you actually work: filtering to the rows you care about, choosing which columns show, narrowing the date range, and saving the combination as a view you can reuse.

Filter your dashboard

Open the filter panel on the Orders or Deliveries page and narrow results by fields like city, state, driving distance, or dispatch strategy. Filters apply immediately — the dashboard refreshes to match as soon as you set them.

Each dashboard also comes with standard tabs you can start from — the Orders dashboard groups work into stages like Needs Attention, Ready to Dispatch, and Dispatched, and the Deliveries dashboard has tabs such as Assigned and Flagged. Start from one and adjust the filters, or build your own from scratch.

Choose your columns

Select the two-column icon in the top right corner of the Orders or Deliveries page to open the column menu:

• Add a column — select any column name that doesn't have a checkmark.
• Remove a column — select a column name that has a checkmark to hide it.
• Reorder columns — click and hold a column name in the menu, then drag it to a new position in the list.

Click outside the menu to apply your changes. There's no separate save step — the dashboard updates as soon as the menu closes.

Adjust the date range

The calendar button above the results table sets the time window for orders or deliveries. It shows the range you're looking at — for example, Today followed by the date — and both dashboards start on Today by default. The same picker appears wherever you choose a date range in the portal.

Select the button, then either:

• Choose a shortcut — Today, Yesterday, Tomorrow, or This week. Each row shows the dates it covers, and the dashboard repopulates as soon as you select one.
• Select Custom range — click dates directly on the calendar or enter Start and End dates and times, then select Apply. Select Cancel to keep the range you had.

Those four shortcuts are the starting set. Your organization can offer a different list — see Set your organization defaults — and you can pick your own from your account, as described in Personalize your account. Custom range is always there. If a saved view uses a shortcut that isn't on your list, the picker shows it as the Current saved range.

Note

If your organization has set its business day to start at a time other than midnight, each day on the Orders and Deliveries pages runs from that time to the same time the next day, and the picker shows a Days start at caption with the time. Times you enter in a custom range are kept exactly as you type them.

Times display in your current time zone. To change the time zone shown here, select the gear icon on the right-hand side of the page and choose a different one from the dropdown.

A narrow date range is a common reason a job seems to have disappeared — see Navigate the portal for how filters and date range interact with search.

Save and reuse a view

Once your filters, columns, and date range look the way you want, save the combination as a view instead of rebuilding it next time:

1. Select Views, then Add New View.
2. Name the view.
3. If you have permission to share views, set Visibility — just you, everyone in your organization, or everyone in the account. Most users don't see this option; their views stay private to them.
4. Save the view.

Saved views appear alongside the standard tabs on the Orders and Deliveries pages, with options to edit or delete them.

To keep a view one click away, pin it: open Views and select the pin icon on the view's row. Pinned views appear at the top of the page every time you log in.

Next steps

• Looking for a specific job instead of browsing? See Navigate the portal for how search works with your active filters.
• Building with the API instead of the portal? See the developer reference: docs.usenash.com →.