Filter your Dashboard by Property/Portfolio

How to view information for specific properties on your dashboard.

Hans avatar
Written by Hans
Updated over a week ago


The Overview dashboard is the very first thing you see when you log in to DoorLoop. To make sure you are able to view all your important information as soon as you open the software, we make it easy using our widgets!

Your dashboard is totally customizable and will show you important information at a glance, allowing you to prioritize your time to figure out what part of the software you need to dive into first to get things done.

Another great feature included with our dashboard widgets is the ability to filter the information by property or portfolio!

The Steps

  1. On the top of the Overview dashboard, just to the left of the Customize Dashboard button, are the Property and Portfolio dropdown menus. Click on whichever one you need to filter by.

  2. In the dropdown menu, select whichever Property or Portfolio you need to filter by and you’re done!

Well done! You should now see your dashboard widgets showing information specifically from the filtered property or portfolio you selected. See how easy it is to filter and access information at a glance with the dashboard?

Tip: If you want to open DoorLoop to a filtered property/portfolio view, you can by first filtering your view and then saving that as a Bookmark or Shortcut. Then anytime you use the Bookmark, it'll open to that customized view.

Next Steps

  • If you need to learn how to create a portfolio to be able to filter by multiple properties at once, please refer to our Creating Portfolios article.

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