1. Valcre Online Support
  2. Release + Product Updates
  3. Upcoming Releases

COMING SOON: Using the View Selector for Smarter Dashboard Filtering

Avatar
Jen McGee

What is the View Selector?

The View Selector helps you save and quickly switch between different data views on your dashboard, making it easier to filter and find relevant appraisal jobs.

  • Note: The new view selector and new dashboard experience is exclusively available to our beta testing clients at this time and will be available to everyone soon! 
    • Interested in joining our beta cohort? Let us know here. When we open up the next available tranche we will contact you to confirm interest! 

How to Use It

Step 1: Select the View Selector drop-down at the top of your dashboard.

 

Step 2: Choose from pre-set views, or create your own by selecting Add View and applying filters.

 

Step 3: If you create a custom view, be sure to select Apply to save your selections for future use.

Step 4: Pin your favorite views to the dashboard for quick access.

Step 5: Toggle between views as needed to streamline your workflow.

 

đź’ˇPro Tips:

  1. When creating custom views, use naming conventions like “Pending Jobs - Q2” or “Retail Appraisals” for easy identification.
  2. Custom views are only available to you—others in your office or organization won’t be able to see or use them.

 

For additional details on the dashboard, take our in-depth tour. 

Note: The tour is available exclusively to our beta testing clients at this time.


For additional questions please contact Valcre Support.

Articles in this section

Was this article helpful?
0 out of 0 found this helpful