Filter emails by date range and Insured

In the Emails dashboard, you can filter email events by both date range and Insured to view all emails sent to a particular Insured within a specific time range.

To filter emails by date range and Insured:

  1. Go to the Emails dashboard.
  2. In the From box, select a start date on the date picker calendar. You can also type the start date in MM/DD/YYYY format.
  3. In the To box, select an end date on the date picker calendar. You can also type the start date in MM/DD/YYYY format.
  4. In the Insured dropdown list, select an Insured’s name.
  5. Select Filter. Select Clear Filter to reset.

The dashboard will display all emails sent to the selected Insured within the selected time range.