Filtering and Reporting by Customer
Filter the dashboard by customer and use the customer detail page to see all of one customer's events.
Once events are linked to customers, two views start earning their keep: the dashboard filter and the customer detail page.
Filtering the dashboard
The dashboard event list has a Customer dropdown alongside the search and sort controls. Pick a customer to narrow the list to only their events. The status tab counts (Active, Draft, Completed, Archived) respect the filter — they show counts for the selected customer.
The selection is reflected in the URL (?customer=…), so you can bookmark or share a filtered view.
If you share a link to a filter on a customer that's later been archived, the dropdown still shows that customer marked (archived) so the filter stays coherent — but archived customers don't otherwise appear in the dropdown.
Customer detail page
Click a customer's name in the customers library, or click the Customer badge on an event header, to open the customer detail page. It shows:
- Aggregate stats — total events, breakdown by status (draft / active / completed / archived), and total signs across all of this customer's events.
- Customer details — contact name, email, phone, billing address, notes (admins/owners only).
- Events list — every non-deleted event linked to this customer, sorted by start date, with status, dates, and sign count. Click any row to open the event.
The detail page is intentionally a thin "everything-about-this-customer" view rather than a separate dashboard — there's no extra logic to learn.
What's not in v1
- There's no group-by-customer mode on the dashboard. Use the filter or the customer detail page instead.
- There's no per-customer storage or sign quota — limits are per-organisation across all customers.
- There's no superadmin view that spans all orgs. Each org sees only its own customers.