> ## Documentation Index
> Fetch the complete documentation index at: https://help.loopiq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Dashboards and Filters

## What This Does

This guide explains how to use dashboards and filters across LoopIQ so users can find the right information quickly.

## Why This Matters

Dashboards help you understand trends and workload. Filters help you narrow the data to the records that matter for your current task.

## Steps to Use Dashboards Effectively

1. Open the dashboard for the module you are working in.
2. Review the top-level metrics first.
3. Check whether the dashboard has filters such as:
   * time range
   * team
   * status
   * provider
   * item type
4. Apply one filter at a time.
5. Confirm how the metrics and charts change.
6. Use the filtered results to decide which list or board view you need next.

## Steps to Use List and Board Filters Effectively

1. Open the list or board view for the relevant module.
2. Apply the most important filter first.
   * usually team, status, assignee, or priority
3. Add a second filter only if it helps narrow the result meaningfully.
4. Review the filtered records.
5. Clear filters if the results look unexpectedly empty.

## Good Filter Habits

* check the current team context first
* avoid stacking too many filters at once
* refresh your view mentally after each filter change
* compare dashboard trends with the actual underlying list where needed

## What Happens Next

Using dashboards and filters together helps users:

* identify work faster
* spot blockers and trends sooner
* avoid acting on the wrong team or time window