Using the View Selector for Smarter Dashboard Filtering

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.

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.

For a complete walkthrough, check out our live tour (You must be a Valcre enabled user to access the tour)

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