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Sort and Filter the Transcripts Dashboard

Written by Avery Simmons

Updated at October 22nd, 2021

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Table of contents

    When viewing transcripts from the Transcripts Dashboard, you can sort and filter the transcripts to quickly access a specific transcript. To get started, navigate to the Transcripts Dashboard from the global navigation bar.

    Roles/permissions:

    • Roles: Any
    • Permissions: Transcripts

    1. To sort or filter by contact name, click the Contact column header.

    • Input a contact name into the Search values box.
    • Select the contact and click Apply.

    2. To sort or filter by the most recent transcript pull date, click the Last Pull Date column header.

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

    3. To sort by the last successful pull date, click the Last Successful Pull Date column header.

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

    4. To sort or filter by the most recent pull status, click the Last Pull Status column header.

    • Search for a pull status in the Search values box.
    • Select the applicable pull status and click Apply.


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