Filter and sort transactions by date

The Transactions page filters and sorts on any date field, not just status. Use it to build a prioritized queue instead of scanning every file.

Date fields you can filter on

Filter by any structured date Joymore tracks on a file, including:

• Closing date

• Inspection deadline

• Last activity (to find dormant files)

Combine these into practical views:

• Closing this week

• Inspection deadline passed

• Dormant more than 30 days

• Days to close, sorted ascending

Combine with checklist completion

The Compliance column shows each file's checklist completion percent. Sort or filter by date alongside that column to surface exactly what needs attention first, for example "closing in 3 days, 50% of paperwork done."

Save it as a view

Date filters and sorts can be saved as a view, the same way you save any other filter and display configuration. Save the queue you check every morning once, then open it with one click instead of rebuilding it.