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.