February 13, 2019

How to Customize Your Shipwell Dashboard

The dashboard has a new look with the ability to toggle and reorder your columns, set filters, and save your customized view to fit your workflow.

Customize Your Columns

To customize your columns, click on the filter icon on the left side, which will open up the filter view.

Once the sidebar opens, click on the toggle selector.

This will open up the column customization view, which allows you to enable/disable the columns you want to see, and drag and drop them in your preferred order.

Reorder the columns in the order you want to see them by clicking and dragging the columns you have enabled.

Drag and drop columns in your preferred order.

Setting Filters

Next, you can add filters to view only the shipments fitting a set of criteria. To do this, click the toggle icon next to the filters which will take you back into the filter view, and begin adding the filters you'd like - such as those scheduled to pick up today.

Filter by any kind of criteria you want on multiple columns.

Saving Your View

Once you've created a dashboard view how you want it, you can save the view by clicking the "Save" button at the top. You are then prompted to name your view, and have the option to select "Set as Default View" if you want this to be your default dashboard when you log into Shipwell.

You can save as many dashboards as you need.

Save multiple dashboard views.

We want to make Shipwell the most intuitive and powerful freight platform and we'd love to get your feedback. If you have any questions or comments - good or bad, please email us at product@shipwell.com.

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