Clocktimizer has different types of default dashboards which can be personalized based on your needs and preferences.
This guide will explain how you can edit and personalize your own dashboard. You can also read how to create a dashboard for a specific role or a default dashboard for all users. Any changes to your personal dashboard will take seniority over any other dashboard.
Step 1: The dashboard is built on reports you have created and saved in Clocktimizer. Go to the drilldown, create a report and click on Save as new report.
You can find and edit all your reports under Reports in the left menu. All the reports saved there can be put on your dashboard.
Step 2: Once you have created and saved your report, click on Dashboard in the left menu.
Step 3: Click on Edit on the right side of the page and a navigation panel will appear. You can minimize this panel by clicking on the wheel.
Step 4: Remove the current dashboard by clicking on the blue trash icon; this will empty the entire dashboard. Want to keep one widget and remove the other? Click on the green trash icon and it will remove that widget only.
Step 5: To open the navigation panel and add new grids, click on the wheel again
Step 6: Drag and drop the grids you want to use on your dashboard
Step 7: Once your grid is on the dashboard, you can select Widgets. These Widgets are either a Text box, a Filter box, or a report you created.
Step 8: The Text box widget is a static box of text with a header (see image in step 3). The Filter widget allows you to filter the data of the reports on your dashboard by various values (year, month, time keeper, practice group, matter, etc).
Step 9: Click on Widgets and drag and drop the reports you want to see on your dashboard
Step 10: By dragging the Filter onto your dashboard you can change the reports on the dashboard based on the filters you select. For example, in the image below there is a matter overview report on the left, and on the right you can add filters and update the report dynamically. The selection filters you set in the navigation panel will be the filters the dashboard defaults to when refreshing the page.
Step 10: Be sure to click Save to save your work. Want to see a sneak peek first? Click on Preview.
Your own dashboard is ready and will be updated with live data automatically.