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

# Finding and Organizing Cases

> Filter and search for dispute cases across programs in the Disputes portal, and save your most-used filters as custom views.

The Disputes portal enables you to filter and locate the cases you need, and to save your most-used filters.
This guide covers filtering cases, searching across programs, and saving filters as reusable custom views.

<h2 id="_filtering_your_cases">
  Filtering your cases
</h2>

Before you build a filter, choose the scope you want to work in from the dropdown in the top right of the **Home** page:

* **All Programs** — View cases across every program.
* **Single Program** — Focus on one specific program.

<Frame>
  <img src="https://mintcdn.com/marqeta-b295cded/6HTPvxtY28nz8-YB/images/docs/developer-guides/disputes-portal/disputes-portal-scope-filter.png?fit=max&auto=format&n=6HTPvxtY28nz8-YB&q=85&s=c540ef5f12d2811ca7f468f7a9857eab" alt="Scope selector" width="850" height="514" data-path="images/docs/developer-guides/disputes-portal/disputes-portal-scope-filter.png" />
</Frame>

Once you've set the scope, select your filter criteria and click **Apply** to see the matching cases.
You can filter by attributes, including but not limited to:

* **Case state** — Filter by where cases currently are in the lifecycle, such as open, in review, or closed.
* **Dispute reason** — Filter by the card network reason code assigned to the dispute.
* **Regulation** — Filter by the regulatory framework governing the dispute.

To make the results more useful, customize the column headers to display the information that's relevant to your workflow.

<h2 id="_searching_across_programs">
  Searching across programs
</h2>

The Disputes portal supports cross-program search, allowing you to find cases across all programs without switching scope.
You can search by token directly from the **All Programs** view.

<h3 id="_search_by_transaction_token">
  Search by transaction token
</h3>

Use the transaction token from a completed transaction to find its dispute case:

<Steps>
  <Step>Click **All Programs** from the scope dropdown.</Step>
  <Step>Paste the transaction token in the search bar.</Step>
  <Step>Press **Enter**.</Step>
  <Step>Select the case token that appears in the results.</Step>
</Steps>

The case opens in the **Dispute Lifecycle** tab.

<h3 id="_search_by_case_token">
  Search by case token
</h3>

Use the case token to open a case directly:

<Steps>
  <Step>Click **All Programs** or the specific program for your case from the scope dropdown.</Step>
  <Step>Paste the case token in the search bar.</Step>
  <Step>Press **Enter**.</Step>
  <Step>Select the case token from the results.</Step>
</Steps>

The case opens in the **Dispute Lifecycle** tab.

<h2 id="_filtering_and_saving_custom_views">
  Filtering and saving custom views
</h2>

If you rely on the same filters regularly, save them as a custom view so you don't have to rebuild them each time.

<Frame>
  <img src="https://mintcdn.com/marqeta-b295cded/6HTPvxtY28nz8-YB/images/docs/developer-guides/disputes-portal/disputes-portal-save-custom-filter.png?fit=max&auto=format&n=6HTPvxtY28nz8-YB&q=85&s=948e6b80615b4b24e51e9b5932627ba2" alt="Saving a custom filter" width="2374" height="1712" data-path="images/docs/developer-guides/disputes-portal/disputes-portal-save-custom-filter.png" />
</Frame>

<Steps>
  <Step>In the main case view, click either **All Programs** or the specific program for your case.</Step>
  <Step>Click **Filter**.</Step>
  <Step>Select the attributes you want to filter for, such as case state, dispute reason, or regulation.</Step>
  <Step>Click **Apply** to preview the results.</Step>
  <Step>Click **Save as View**.</Step>
  <Step>Under **Visibility**, choose the **Agent** option.</Step>
  <Step>Give the view a descriptive name.</Step>
  <Step>Select an icon to help identify it visually.</Step>
  <Step>Click **Save**.</Step>
</Steps>

You'll find all your saved views under **All Cases** > **Views**.

<Tip>Each saved view can display its own set of column headers, so you can tailor the columns to the purpose of each view.</Tip>

<h2 id="_best_practices">
  Best practices
</h2>

A few habits make finding and organizing work faster:

* **Filter before you search.** Narrow results by case state, dispute reason, or regulation before doing a token search.
* **Combine column filters.** Typing criteria into multiple columns narrows results quickly.
* **Name views clearly.** Descriptive names and distinct icons make the right view easy to spot.
* **Save frequently used filters.** Don't rebuild the same filters repeatedly.
* **Keep tokens handy.** Saving transaction and case tokens gives you quick access back to a case.
* **Use cross-program search.** When you're not sure which program a case belongs to, search from the **All Programs** view.


## Related topics

- [About the Disputes Portal](/docs/developer-guides/about-disputes-portal.md)
- [Creating a Dispute](/docs/developer-guides/disputes-portal-create.md)
- [Working Within a Case](/docs/developer-guides/disputes-portal-working-within-a-case.md)
- [About Reporting](/docs/developer-guides/about-reporting.md)
- [Transitioning Cases](/docs/developer-guides/disputes-portal-transitioning-and-closing.md)