--- title: Grouping and Filtering the Dashboard description: In the Join Dashboard view, estimates and items can be grouped by custom categories in addition to the default UniFormat and MasterFormat classifications. --- [Skip to content](https://success.join.build/en/knowledge/custom-categories-in-the-dashboard#main-content) [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new?hsLang=en) [![Join Help Center](https://success.join.build/hubfs/Join%20Help%20Center.svg)](https://success.join.build/en/knowledge?hsLang=en) Open main navigation Close main navigation - [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new) - [Login](https://app.join.build/) [Login](https://app.join.build/) Hi! 👋 How can we help? - There are no suggestions because the search field is empty. 1. [Join - Help Center](https://success.join.build/en/knowledge?hsLang=en) 2. [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en) 3. [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#dashboard) # Grouping and Filtering the Dashboard ## Pivot the data in your Dashboard charts by grouping and filtering by categories. ### Grouping #### Grouping the Estimates Chart The dashboard [Estimates chart](https://success.join.build/en/knowledge/estimate-graph-dashboard?hsLang=en) can be grouped by custom categories. If your milestone estimate is coded to custom categories, you will see that categorization name displayed in the “group by” dropdown bar. If your milestone estimate is organized by multiple categorizations (e.g., UniFormat, MasterFormat, and a custom categorization), you can easily toggle between them on your estimate graph. When you select a categorization, the bar chart will display the costs for each category. ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-15-2025-10-44-00-5121-PM.png?width=670&height=322&name=image-png-Oct-15-2025-10-44-00-5121-PM.png) #### Grouping the Items Chart The dashboard [Items chart](https://success.join.build/en/knowledge/items-graph?hsLang=en) can be grouped similarly using any custom categories. When you choose a categorization, the Items in your [active milestone](https://success.join.build/en/knowledge/the-active-milestone?hsLang=en) will be grouped accordingly. Items can also be grouped by their [status](https://success.join.build/en/knowledge/items-status?hsLang=en) (e.g., pending, accepted, rejected). ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-15-2025-10-52-05-3853-PM.png?width=670&height=361&name=image-png-Oct-15-2025-10-52-05-3853-PM.png) ### Filtering While the Estimate and Item chart groupings are independent for each chart, filtering is done using a single filter selection, which applies to all charts on the dashboard. When you click the filter icon at the top of the Dashboard, you'll be able to select specific custom categories that you'd like all the charts to filter down to. This is especially useful when working on a large project with multiple buildings/areas, or on a Target Value Design (TVD) project when working in cluster groups. ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-30-2025-12-08-12-4223-AM.png?width=670&height=701&name=image-png-Oct-30-2025-12-08-12-4223-AM.png) ***Best Practice:** Once you set your groupings and filters, [save the Dashboard as a new report](https://success.join.build/en/knowledge/create-a-custom-report?hsLang=en). 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