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, FileCabinet CS Documents, Five Year History, Key Totals, Solutions, Staff Summary, and WIP Recap PTD.
To open the
Firm Dashboard
, select
View
, then
Firm Dashboard
.

Filter 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:
  1. In the
    Filter by
    field, select
    Entity
    .
  2. In the
    Method
    field, select
    Single
    .
  3. In the 3rd field, select
    C Corporation
    from the dropdown list. The filter is applied automatically.
You can also create a custom filter with criteria that you select.
To remove a filter you have applied, select the
Red X
button.