> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/customize-trade-dashboard-filters-and-sorting.md).

# Customize Trade Dashboard filters & sorting

Set the default sort and choose which filters appear, in what order, and which start open on the Trade Dashboard.

Control how customers browse the Trade Dashboard.

Use **Filters** to set the default sort, choose which filters appear, and decide which filters open first.

#### What these settings control

Use **Filters** to control:

* the sort order applied when the dashboard loads
* which filters appear in the panel
* which filters start expanded
* the order of filters in the panel

Customers can still change the sort and filters themselves.

#### Open Filters settings

{% stepper %}
{% step %}

#### Open Trade Dashboard settings

In the Roadmap app, go to **Settings → Trade Settings → Trade Dashboard**.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
The **Trade Dashboard** tab's sections run top to bottom: **Header & tabs**, **Display**, **Pre-order & back-order**, **Filters**, **Quote builder**, then **Access**. This guide covers **Filters**.
{% endhint %}

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FGUIoUDHYxYdjqAHFtBQc%2FScreenshot%202026-07-01%20at%202.53.30%E2%80%AFPM.png?alt=media&#x26;token=7422d74b-26cb-4346-be9c-a80c96ccb414" alt="Filters settings"><figcaption><p>The Filters settings in the Roadmap app.</p></figcaption></figure>

#### Set the default sort

**Default sort** is the sort order pre-applied when a customer lands on the dashboard.

The available options are:

* **Title A-Z**
* **Title Z-A**
* **Price Low to High**
* **Price High to Low**
* **Newest First**
* **Oldest First**
* **Vendor A-Z**

#### Choose which filters appear

Each filter has two controls:

* **Show** — whether the filter appears in the panel
* **Open by default** — whether it starts expanded when the panel opens

The filters you can control are **Collections**, **Vendor**, **Product Type**, **Price Range**, **Availability**, **Sort By**, and **Catalog**.

Filters you hide stay in the settings list, greyed out, so you can bring them back any time.

{% hint style="info" %}
**Open by default** only matters when **Show** is on.
{% endhint %}

#### Reorder the filters

Drag the filters to reorder them.

The first filter in the list appears top-left in the panel, so put the most-used filters first.

{% hint style="info" %}
The **Catalog** filter only appears for companies with more than one B2B catalog.

You may not see it on a single-catalog store.
{% endhint %}

#### Troubleshooting

**A filter is configured but customers do not see it**

* Check whether **Show** is on for that filter.
* If the missing filter is **Catalog**, check whether the store has more than one B2B catalog.

**A filter starts closed**

* Turn on **Open by default** for that filter.
* Make sure **Show** is on.

#### Frequently asked questions

<details>

<summary>Can customers change the sort after the default loads?</summary>

Yes. **Default sort** only controls the initial state.

</details>

#### Related guides

* [Overview of the Trade Dashboard](/trade-and-b2b/overview-of-trade-dashboard.md)
* [Customize how products display on the Trade Dashboard](/trade-and-b2b/overview-of-trade-dashboard/customize-how-products-display-on-the-trade-dashboard.md)


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