Filter User Actions dashboard by date range, Insured, and/or action

 In the User Actions dashboard, you can filter user actions by a combination of date range, Insured, and/or actions.

  1. Go to the User Actions 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 end date in MM/DD/YYYY format.
  4. In the Insured dropdown list, select and Insured name.
  5. In the Action dropdown list, select an action.
  6. Select Filter. Select Clear Filter to reset.