> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/administration-and-setup/settings/global-settings/dashboard/customizing-filters.md).

# Customizing Filters

Use dashboard filters to narrow the visible document list. Dashboard search criteria and the organization’s status-filter configuration are separate controls.

## Filter the document list

Open the dashboard and use the search field or filter controls. The smart-filter menu includes shortcuts such as **Overdue**, **Due soon**, **Assigned to me**, **Pending validation**, **Full PO match** and **Partial PO match**. Select the filter appropriate to your search and inspect the resulting list.

<figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-40f45e7f2913ec9d705a63a2d5ead16b0b8dffad%2Fprior-u030-en.png?alt=media" alt="Document search and quick filters with document values hidden."><figcaption><p>Document search and quick filters with document values hidden.</p></figcaption></figure>

Combine criteria using the controls available in your version. Verify the displayed results when combining filters; selecting a filter does not change a document’s extracted values, approval or export status.

To remove a criterion, use its visible X/remove control or the available clear-filter action. Check that the list now reflects the remaining criteria.

## Configure the status filter

Open **Settings → Dashboard → Filters**. Choose **Status filter style**. If you select **Custom**, choose the statuses to expose through **Custom status filter**, then use **Apply** to save this configuration. Changing this setting is different from filtering the list for one search.

<figure><img src="https://578966019-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT2n2w4uDCJvv7CJ5zrdk%2Fuploads%2Fgit-blob-7b948f40f6bf3340aadd0c6b8a46b2c299e3e0ae%2Fprior-u015-en.png?alt=media" alt="Dashboard status-filter settings; displayed values were not changed."><figcaption><p>Dashboard status-filter settings; displayed values were not changed.</p></figcaption></figure>

The illustrations show the controls only. No filter configuration was applied and no document was modified for these screenshots.


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