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Dashboards

Create a next-generation dashboard

Your Company System Administrator or Tracker Coordinator enables access to next generation dashboards. After they've turned dashboards on, you can create data visualizations for reports or presentations.
  1. Select
    Home
    , then
    Dashboard Manager
    .
  2. Select
    Create Dashboard
    .
  3. Choose a
    Dashboard Type
    .
  4. Enter a
    Dashboard Title
     and
    Dashboard Description
    .
  5. Select
    Create
    .
  6. Choose
    Fields
    ,
    Visualizations
    , and
    Filters
    .
  7. Select
    Save & close
    .
You can use the following functions in the
Actions
 column with your new dashboard:
  • Edit dashboard — Edit this dashboard. You can then change
    Fields
    ,
    Visualizations
    , and
    Filters
    .
  • Clone a dashboard. — Copy or clone this dashboard.
  • Set as favorite — Set this dashboard as your homepage. You can also deselect this to remove the dashboard as your homepage.
  • Manage dashboard sharing. — Manage sharing for this dashboard. Select
    Only Shared
     from the
    Shared
     dropdown to filter just for people you've shared this dashboard with.
  • Delete dashboard. — Permanently remove this dashboard.

This article applies to:

  • Product: Legal Tracker
  • Subject: Budget,Invoices,Reports
  • Audiences: Company,Company,Company