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Sort and Filter the Transcripts Dashboard
Sort and Filter the Transcripts Dashboard
Updated over a week ago

What's in this Article

You can sort and filter transcripts on the Transcripts Dashboard to quickly access a specific transcript.

Sort and Filter the Transcripts Dashboard

1. Navigate to the Transcripts Dashboard from the global navigation bar.

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2. To sort or filter by client name, click the Client column header.

  • Input a client's name into the Search values box.

  • Select the contact and click Apply.

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3. Sort scheduled requests by clicking the Schedule column header.

  • Choose to sort from oldest to newest or newest to oldest.

  • Click Apply.

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4. To sort or filter by the most recent transcript pull attempt, click the Latest Attempt column header.

Select a date range from the left side of the dropdown menu, or create a custom date range with the calendar.

5. To sort by the last successful pull, click the Last Successful Pull column header.

  • Choose to sort from oldest to newest or newest to oldest.

  • Click Apply.

6. To sort or filter by the request status, click the Status column header.

  • Search for a pull status in the Search values box.

  • Select the applicable pull status and click Apply.

7. Sort by the POA expiration date by clicking the POA Expiration column header.

  • Choose to sort from oldest to newest or newest to oldest.

  • Click Apply.

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