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Global filters live just below the top bar and scope what you’re looking at — your dashboards and lists — to a specific portfolio, region, service provider, or time period. Set them once and they carry across the pages where they apply.
Global filters aren’t restricted to a particular role — they appear for anyone on a page where they apply (for example, the Portfolio, Tickets, or Spending pages).

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What you can filter by

The filter row shows up to four controls:
FilterWhat it scopes to
PeriodA month range — the time window for the data on the page.
PortfolioOne or more of your portfolios.
Service ProviderOne or more service providers.
RegionOne or more regions.
Select a control to open its menu, choose one or more values, and the page updates to match.

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Where they apply

The filters appear on portfolio and spending views and adjust automatically to the page you’re on:
  • Portfolio, Service Provider, and Region are hidden on the property detail page and on the Tools, Insights, and Admin pages.
  • Period is hidden on the Tools, Insights, and Admin pages.
When none of the filters apply to the current page, the filter row doesn’t appear.
Looking for one specific property or invoice rather than a filtered view? Use the command palette to jump straight to it.