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Portlets overview

The dashboards in DT Practice can be populated with a variety of portlets, which provide a snapshot of various pertinent information for your firm, clients, and staff. You can choose which portlets should appear on your dashboards using the
Select Portlets
 dialog, and arrange the layout of the portlets you choose to display.
Portlets may display summaries of data pulled from DT Practice, reports, time entry information, client information, your email and calendar, staff availability, DT FileCabinet documents, and more. Some of these portlets also serve as links to data, reports, or other information.
note
The data displayed in portlets may be limited by your security permissions.
What follows is an overview of the different portlets available in DT Practice.

Home Dashboard

note
All of the portlets available on the Home Dashboard are also available on the other dashboards (Client, Firm, and Staff).
To open the Home Dashboard, choose Home Dashboard from the View menu.
  • Web Browser

Firm Dashboard

To open the Firm Dashboard, choose Firm Dashboard from the View menu, or select the Dashboard action icon in the Firm navigation pane.
DT Practice data
  • 24 Period History
  • A/R Recap PTD
  • Agings
  • Billing Summary PTD
  • Five Year History
  • Key Totals
  • Staff Active Timers
  • Staff Availability
  • Staff Schedule Summary
  • Staff Targets
  • Staff Summary
  • WIP Recap PTD
Other info
  • DT FileCabinet Documents
  • File Transfers
  • Solutions

Staff Dashboard

To open the Staff Dashboard, choose Staff Dashboard from the View menu, or select the Dashboard action icon in the Staff navigation pane.
DT Practice data
  • Assignments by Target Date
  • Benefits
  • Daily Time
  • Interactions
  • Notifications
  • Phone Messages
  • Projects
  • Scheduled Benefit Requests
  • Schedule Items
  • Staff In/Out Availability
  • Tasks
  • Time By Activity
  • Time Recap
  • Work Queue
Other info
  • DT FileCabinet Documents
  • File Transfers
  • Outlook Calendar
  • Outlook Mail
  • Outlook Tasks
  • Solutions

Client Dashboard

To open the Client Dashboard, choose Client Dashboard from the View menu, or select the Dashboard action icon in the Client navigation pane.
  • Select a client from the drop-down list at the top of the screen to display information for that client.
  • Mark the
    Include Client family data
     checkbox to display information for both parent and subsidiary clients in the portlets. Clear the checkbox if you want to see only the parent client’s data. This checkbox is available only on the parent client’s dashboard when they have a subsidiary client set up (Setup > Clients > Billing and A/R tab). Your firm may have clients that are responsible for billing of services provided to other, related clients. In DT Practice, this collection of related clients is referred to as a client family. The client that you bill for services is the parent client, and a related client that bills to the parent client is a subsidiary client.
DT Practice data
  • 24 Period History
  • A/R Detail
  • A/R Open Items
  • A/R Recap PTD
  • Agings
  • Billing Summary PTD
  • Client Information
  • Client Notes
  • Five Year History
  • Interactions
  • Key Totals
  • Prior Invoices
  • Projects
  • Schedule Items
  • WIP Detail
  • WIP Recap PTD
Other info
  • DT FileCabinet Documents
  • File Transfers
  • Outlook Mail
  • Solutions

This article applies to:

  • Product: DT Practice