Set Your Default Date Filter
Save your preferred dashboard date range so it loads automatically every time you visit the dashboard.
Save your preferred dashboard date range so it loads automatically every time you visit the dashboard.
This guide shows you how to set a default date filter for your dashboard so you do not have to select it manually every time you log in.
When you visit the dashboard, JobsiteOn loads the last date range you used during your current session. However, when you start a new session (after logging in fresh), the dashboard defaults to "This Month."
You can change this behavior using a bookmark.
Screenshot: Browser showing the address bar with a dashboard URL including date parameters, and the bookmark dialog open with the name "Dashboard - This Week"
Tip: Name your bookmark clearly (e.g., "Dashboard - Today" or "Dashboard - This Quarter") so you know which filter it uses.
| Role | Recommended default |
|---|---|
| Owner | This Month (broad business overview) |
| Dispatcher | Today (focus on immediate work) |
| Technician | Today (focus on assigned work) |
| Office Manager | This Week (balance between detail and overview) |
Animation: A dispatcher bookmarking the dashboard with "Today" filter, then later clicking the bookmark and the dashboard loading directly with the Today filter already applied
Consider creating multiple dashboard bookmarks for different situations:
Note: The dashboard URL includes both the start and end dates. If you bookmark a custom range like "March 1-15", that exact range will load -- it does not adjust to the current date. Use preset ranges like "Today" or "This Month" for bookmarks that stay current.
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