Use account filters

What this article helps you do

Review the intended accounts without accidentally mixing different rules or objectives.

Before you start

• At least one account exists.

Follow these steps

1. 1

   Open Dashboard, Calendar, Analytics, or AI Mentor.

2. 2

   Open the account selector.

3. 3

   Choose one account for isolated review, or choose an existing account group.

4. 4

   Use Combined Accounts only when the comparison is intentional.

5. 5

   Verify the selected-account label before interpreting totals.

What you should see

Common mistakes

• Assuming a platform filter changes the connected-account limit.
• Combining evaluation and live accounts without checking their different rules.
• Forgetting that filters can persist while navigating.