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Firm Dashboard overview

The Firm Dashboard enables you to aggregate firm information onto a single screen using portlets.
Among the portlets you can add to the Firm Dashboard are A/R Recap, Agings, Billing Summary, Digita FileCabinet Documents, Five Year History, Key Totals, Solutions, Staff Summary, and WIP Recap PTD.
To open the Firm Dashboard, choose View > Firm Dashboard.
note
The Firm Dashboard is a user-defined terminology screen. Your firm may refer to it by a different name. You can view the default names for user-defined items by choosing Help > Enable Default Terminology (or by pressing CTRL+Shift+H).

Filtering the dashboard

You can use the
Filter
 field at the top of the screen to filter the dashboard by client offices, partners, entities, and various other client properties. For example, if you wanted the Billing Summary PTD portlet to show information for only C Corporations:
  • In the
    Filter by
     field, select
    Entity
    .
  • In the
    Method
     field, select
    Single
    .
  • In the third field, select
    C Corporation
     from the drop-down list. The filter is applied automatically.
You can also create a custom filter with criteria that you choose.
To remove a filter you have applied, click the Red X button.

This article applies to:

  • Product: Digita Practice Advanced