---
title: "Filtering orders in the Rebalance dashboard"
slug: "filtering-orders-in-the-rebalance-dashboard"
updated: 2025-07-21T11:51:44Z
published: 2025-07-21T11:51:44Z
canonical: "support.lusid.com/filtering-orders-in-the-rebalance-dashboard"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Filtering orders in the Rebalance dashboard

The **Include orders** dropdown in the [Rebalance dashboard](/v1/docs/using-the-rebalance-dashboard) allows you to control which open orders LUSID includes in your dashboard. You can select:

- A default filter, including:
  - **All orders**
  - **Allocated orders**
  - **No orders**
- A custom filter that you configure yourself

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(951).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A22Z&se=2026-11-09T07%3A00%3A22Z&sr=c&sp=r&sig=eKKrrD3BB75QTzos3XbyTbXfRhRlXbe2uFzZsnyRVh0%3D)

To configure a custom filter for orders:

1. Navigate to **System Settings >** [**Configuration Store**](/v1/docs/configuration-store), and go to the **Shared keys** tab.
2. Click the **Add configuration set** button. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(952).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A22Z&se=2026-11-09T07%3A00%3A22Z&sr=c&sp=r&sig=eKKrrD3BB75QTzos3XbyTbXfRhRlXbe2uFzZsnyRVh0%3D)
3. Specify the following:
  - **Scope**: `SystemDefaults`
  - **Code**: `RebalanceFilters`
  - An item containing the following:
    - A **Key** that’s unique within the config set.
    - A JSON **Value** containing the following:

For example, to create a filter that displays orders for a particular portfolio manager and trading venue, you might specify the following JSON:

```json
{
  "name": "JaneSmith-NYSE",
  "filters": [
    {
      "left": "Order/Finbourne-Examples/PortfolioManager",
      "operator": "Equals",
      "right": "Jane Smith"
    },
    {
      "left": "Order/Finbourne-Examples/Exchange",
      "operator": "Equals",
      "right": "NYSE"
    }
  ]
}
```

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(948).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A22Z&se=2026-11-09T07%3A00%3A22Z&sr=c&sp=r&sig=eKKrrD3BB75QTzos3XbyTbXfRhRlXbe2uFzZsnyRVh0%3D)
      - A `name` to identify the filter in the Rebalance dashboard.
      - An array of one or more `filters`, each containing:
        - A `left` value containing the [order property](/v1/docs/properties) you want to filter on
        - An `operator`; [see supported operators](/v1/docs/filtering-information-retrieved-from-lusid#appendix-a-supported-operators)
        - A `right` value for use by the operator