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How can I view the Job Results in OCC Estimator? - How to use Filter By and Apply Filters 

Instructions for accessing the Filters panel from the Admin Dashboard and using available filtering options to locate older jobs in the Job List.

Article Introduction

The Job List is optimized to display recently updated jobs to improve performance and speed. If you need to locate older jobs, you can expand your search using the Filters panel.

Opening Job Filters

  1. Click Customers.

  2. Click Filters.

This opens the filter panel used to refine the job list.

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Once opened, several filtering options will appear. You can refine your search by:

  • Assignee – Filter jobs by the assigned representative.

  • Status – Narrow results based on job status.

  • Job Type – Filter by specific job categories.

  • Lead Source – Search by the job’s origin.

  • Last Updated – Adjust this field to expand your search to older records.

  • Start Date and End Date – Define a custom date range to locate jobs within a specific timeframe.

  • Sort Order – Choose how results are organized.

  • Include Archived – Display archived jobs if needed.

After adjusting the desired fields, click Apply Filters to refresh the Job List with your updated search criteria.

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Using these filters allows you to efficiently locate older jobs while maintaining system performance.