The Dashboard is the homepage of the application and the first page you will usually visit when you log in. Here, we'll take you through some of the basics of using the Dashboard, and then we'll break down the two main sections of the Dashboard pages: Alerts and Components.
Accessing the Main Dashboard
As soon as you log into eBilling.Space, you'll see the Main Dashboard pop up.
On the main Dashboard screen, you'll see the Alerts section at the top of the screen. Read more about the Alerts section here.
Below the Alerts section are the Dashboard Components. Read more about them here.
Main Dashboard / My Dashboard
At the very top of the Dashboard screen, you'll see a drop-down menu that allows you to toggle between the Main Dashboard and My Dashboard.
- Main Dashboard is the dashboard that everyone in your organization can see.
- My Dashboard is the dashboard you can customize for your particular needs.
To configure your views, click on Configure View in the upper-right hand corner of the screen (this will work for both Dashboards).
On the Configure View screen, you'll see your Current Configuration at the bottom of the screen; these are the components you currently have on your dashboard.
The Add components section will allow you to add components to your current configuration.
First, select the Component type from the drop-down menu.
Then, select the Duration the component should show.
Click on Add Component to add the selected component to your screen.
On the Current Configuration section, you can drag and drop the components to arrange them in the desired order. Under the Options column, click on the pencil-and-paper icon to edit the selected component.
You can edit either the Component Type or the Duration from the drop-down menus.
Click on the Save icon to save your changes or the Cancel icon to back out.
You can also click on the Delete (trash can) icon to remove a component.
When you've finished modifying your view, click Save Configuration to save your changes or Reset to restore the settings to their last saved point.
Alerts
The Alerts section appears at the very top of your dashboard screen. The Alerts section features a selection of important messages about vital issues, along with a quick link to view and work on them.
The top of the Alerts screen will show you the time these alerts were last updated. Click on the Refresh button to automatically update.
Below that information, you'll see tiles detailing the different Alerts.
NOTE: The notifications will vary for users depending on the role they are allocated in the system.
Users with Admin status will see the total number of activities requiring action across your organisation, not just those which the user is personally responsible for.
Users cannot turn off the notifications in the Dashboard with the exception of the Resubmitted Line Items tile. This can be controlled by your Admin who can activate for Project Managers and/or Admins.
Standard alerts include:
- Tasks Due
- Time Entries for Acceptance
- Invoices for Review
- Invoices to be Released
- Invoices to be Approved
- Invoices to be Paid
- Invoices to be Actioned
- Invoices Overdue in "Submitted" State Since One Week
- Invoices Overdue in "Reviewed" State Since One Week
- Invoices Overdue in "Approved" State Since One Week
- Law Firm Created Matters to be Released
- Internal Matters to be Released
- Specific Hourly Rates to be Approved
- Specific Hourly Rates that have Expired
- Matters to be Viewed
- Matters to be Approved
- Law Firms that have Created New Locations
- Matters With an Expired Retention Period
Clicking View next to any of these tiles will bring you directly to that requested information. For example, clicking on the Invoices to be Reviewed tile will bring you to the Financials - Invoices page, with the Invoices to be reviewed filter already selected.
Components
Underneath the Alerts section is the Components section; here, you'll see interactive elements that provide a quick snapshot look at important metrics. Some of the standard Component elements include:
Spend by Law Firm
Spend by Matter
Costs
The Spend Heatmap, showing where - and what - you're spending around the globe.
Working With the Components
Each Component element is interactive. For example, on the Spend by Matter element, move your mouse over the data to get a more in-depth glimpse of the information.
You can also click on the top key to break the element down by specific sections. For example, on the 10 Most Active Law Firms clicking on the Spend icon in the key removes Spend from the chart so you can examine Average Hourly Rate and Billed Hours.
Clicking on the three-lined menu on the left-hand side of the element brings up the Export menu. You can export the element as a .PNG, .PDF, .PNG with filter settings, .PDF with filter settings, .CSV file, Excel file, or details (a .txt document).
Clicking on the three dots menu next to each element will allow you to Configure it to your needs. For example, after clicking on the menu in the 10 Most Active Law Firms element, you can choose the exact Duration you want to display.
The Updated text next to the title of each element will show you when the element was last updated. Click the circular arrow icon to automatically refresh the element.
You can configure the different components you see on your dashboard on the Configure View option at the top of the screen. You can learn more about the Configure View option here.