What happened
What this says
As at Fri 9 Oct 2026Oliver asked how to see one provider's usage on a dashboard in April 2025. Olivia Grant said the filter sits in the dashboard builder, and the usage export shows all providers.
Problem: Oliver Rushworth could not apply a provider filter on usage pages before a renewals review. Handling: Olivia Grant explained that the filter works in the dashboard builder and that the usage page export covers all providers. The ticket was solved on 28 Apr 2025. Watch: The export limitation means the customer may still do manual work for reviews.
Details
Updated 9 Oct 26Priorityhigh
Statusclosed
Categoryhow_to
Channelchat
First response (min)165
Helpdeskmade from
Trail
- created · Oliver Rushworth 22 Apr 2025 11:02Hi, I'm trying to build a dashboard that shows active users and tickets for one care provider at a time, but the provider filter doesn't seem to apply on the usage pages. I've tried it on the usage page and in the dashboard builder. Is there a setting I've missed? We need this for a renewals review next week, so it's quite urgent for us. Thanks, Oliver
- Public reply · Olivia Grant 22 Apr 2025 13:47Hi Oliver, thanks for getting in touch. The provider filter sits in the dashboard builder rather than on the usage pages, so that's where you'll need to set it up. Could you tell me which view you were in when the filter didn't seem to work? That will help me check whether it's a setup issue or something else. Cheers, Olivia
- Public reply · Oliver Rushworth 24 Apr 2025 12:16Hi Olivia, thanks. I was on the usage page, not the builder, so that's probably my mistake. Once I set the filter in the builder the dashboard worked, but the export from the usage page still shows every provider. Is that expected? Oliver
- Public reply · Olivia Grant 24 Apr 2025 12:38Hi Oliver, yes, the export from the usage page covers all providers at the moment, so it won't respect the filter. Build the view in the dashboard builder and export from there, and that should give you what you need for the review. Let me know if it doesn't. Cheers, Olivia
- Status change · 2 May 2025 23:59
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