How to: Create a dashboard report

The dashboards in Dazychain can be customised to chart any of your custom project attributes.  There are 4 charts per dashboard, and you can save multiple dashboards that can be shared with selected users, groups or private.

At the top of the Dashboards page you will see 4 charts, these can be either row or pie charts.

Below the charts, there is the date range. By default, the charts show data relating to the Created date range, however, you can select any date field attribute to the chart. For example, you may want to chart projects by legal file closed date, instructions received date, or any other attribute you capture in matter details that are a date field. 

At the bottom of the screen, there are Related projects. This is a list of projects related to the data shown in the charts above. 

You can click through to a project by clicking on the project name.

To create a dashboard:

1. Click on Dashboards
2. To create a dashboard click on the save icon
   
   
3. Select the dashboard type, either Project or Deliverable
   Project displays fields directly related to the project and Deliverables displays fields directly related to the deliverables
   
4. Enter a title
5. Select who can view the dashboard
6. Click Create new dashboard
   
   
7. To edit the charts, click on the Edit chart button at the top right corner of the chart
   The Edit chart pop up window will open
   
   
   
   
8. Select the chart type (row or pie)
9. Select which attribute(s) you want to chart, and click Save
   

   You can chart an attribute by any numerical fields you capture, for example, Total invoiced amount by Workflow type. To generate this report,

   1. Select Workflow for the Dimension field
   2. Scroll down to Measure and select Total Invoiced and value method Sum from the drop-down
      
       

   Note: Measure values can be displayed as a Sum, Average, Median, Minimum and Maximum.

10. Continue steps 4 - 6 for the other charts

To change the date range:

1. Click on Date range to select which date attribute you want to chart. Created date is selected by default. Any date fields from your project template can be selected, if there are no date fields in your project template you can only select Created date. 
   
   
   
   
   
   
2. Change the time frame by selecting an option from the green drop down list; last 5 years, last year, last quarter, last month, last 7 days
3. To create a custom date range, drag either end of the grey date range bar to your selected dates

 

Suggested topic: Viewing Dashboards