Customization and Localization Node

You can build custom email templates with different formats and layouts. Email templates can be edited to include different themes, text links, table grid structures, text highlights, report background and border colors etc. The new templates can also be viewed vertically on your mobile screens and can handle rich text, images, and data. To customize your email template:

1. Navigate to the default email styling sheet Default/Mailing/Style.css. You can customize this style sheet or you can copy the contents from this file and add custom styles to create a new style sheet. You can copy the contents into the Custom.css file placed in the same node.

   

2. The main shared layout file for all email reports is Default/Mailing/StandardLayout.htm. Reference the updated css style sheet in this file. You can also customize the logo here.

   

View sample email templates below that illustrate the customizations that can be set up.

Mobile view of Performance Report

Tip: For mobile reports change the XML component for data presentation. For mobile reports, use <propertyGrid> as presentation element with labels and values. Desktop reports use tables to present tabular data.

To create a custom formula:

1. In the Admin Panel, type Formula in the Modules search field and click the magnifying glass icon. The folder tree narrows to show only those nodes matching the search criteria.
2. Click Formula in the Customization and Localization folder.
3. Click the Add button in the command bar. The Add Record pop-up window appears.

4. Type information in the provided fields, based on the table below, then click Save.

Field	Description
Name	Enter a name for the formula. This appears in the Grid Config when selecting a formula to use, if the Calcutable option is selected. Make this as specific as needed to differentiate between similar formula that may exist.
Code	Enter a code for the formula. This is an optional field.
Formula Type	Select the formula type from the drop-down. Options available are Budget, Profit, Experience, and Arrangement.
Formula	Enter a custom formula or logic for numbers to be calculated. For e.g. ({A}/{B})*100. The values in the bracket will be replaced with the Formula values selected in the in Widget>Grid Config.
Enabled	Check box to enable the formula for selection.

Remember, to use these formulas or calculable columns in the exports, set the Exportable button to true for the KPI in the Grid Config of the Widget.

To create widget drill through pages. This feature allows more information to be displayed from the information provided in the widget.

1. In the Admin Panel, type Widget Drill Type in the Modules search field and click the magnifying glass icon. The folder tree narrows to show only those nodes matching the search criteria.
2. Click Widget in the Customization and Localization folder.
3. Click the Add button in the command bar. The Add Record pop-up window appears.

4. Type information in the provided fields, based on the table below, then click Save.

Field	Description
Name	Enter name for the widget drill type. This appears in the Widget Additional Config when selecting a drill through to use. Make this as specific as needed to differentiate between similar drill types that may exist.
Alias	Type an alias name for the purpose of this drill type. This shows for reference in the Admin Panel only.
Code	Enter a code for the drill type. This is an optional field.
URL	Enter the URL of the page to be opened via this drill type. Option Description Dynamically drill through any internal Umbria pages To dynamically link to an internal Umbria page the URL must be preceded by ~ sign and must contain {0} to pick the matter/client ID. For e.g. To drill through to the Client Revenue page: https://umbriademo.prosperoware.com:8443/Client/25725/Revenue?basis=cash&period=all-time&hideNotification=true&layer=true Replace https://umbriademo.prosperoware.com:8443 with ~ Replace the specific client number in the URL (25725)with {0} so the drill through will work for any of client revenue pages Keep the Revenue in the URL as is to open the revenue page Remove the rest of the page filter information from the URL The updated URL should now look like this : ~/Client/{0}/Revenue. Now this URL will open the revenue page for any client displayed in the widget. Now this URL will open the revenue page for any client displayed in the widget. Similarly update the URL for other internal Umbria pages (Matter Profile/Matter Revenue etc.) Drill through to an External webpage To drill through to an external web page add the complete URL. For e.g. https://www.prosperoware.com. Filter the data in the drill through page as per the source page filters applied. The following condition must be enabled for the data in the drill through dashboard to be filtered as per the source dashboard page filter, both the source and target dashboards must have the same global page filters applied. If the source and the drill through dashboards filters are mapped with the same key add the complete target dashboard page URL. If the source and target dashboards dashboards filters are not mapped with the same key then and at the end of the drill through dashboard URL add the mapping field used in the filter on the target page. For e.g. If the filter on the target page is mapped with matterId, this parameter must be added at the end of the dashboard URL https://demo.prosperoware.com:8443/WidgetPage/5474/LoadWidgetPage?dashboardId=147&matterId={0}. Note: Read detailed instructions here to allow the drill through page to be filtered as per the source dashboard page filters applied.
Enabled	Check box to enable the drill type and to make it available for selection in the node for Widget Additional Config.

Build a customized widget to quickly provide you the information on the screen at a glance.Click to view the types of Widgets available.

To build a widget:

1. In the Admin Panel, type Widget in the Modules search field and click the magnifying glass icon. The folder tree narrows to show only those nodes matching the search criteria.
2. Click Widget in the Customization and Localization folder.
3. Click the Add button in the command bar. The New Widget pop-up window appears.

4. In the node for Widget Info, type information in the provided fields, based on the table below, then click Save.

Field	Description
Name	Enter Name for the widget. This appears in the Dashboard when selecting a Widget to use. Make this as specific as needed to differentiate between similar widgets that may exist.
Description	Type a summary for the purpose of this layout. The description shows for reference in the Admin Panel only.
Alias	Enter a name. This field is optional.
Enabled/Disabled	Select this option to enable or disable the widget to be used.
Widget Type	Select the type of widget from the drop-down. Click here to view the options available.
Data Source	Select the data source to pull the information for the widget. Note:The widget / dashboard configuration is system independent. You can query the data from any SQL database outside of Umbria. To set up a Data Source add a connection string in the Caliban Config file. When adding a Tabular cubes database, always add a new connection string with a different name. The new connection string will ensure it does not delete the old cubes data on upgrade.
Use Umbria matter or person security.	Select if you want to apply permission at a Person (user) level or Matter level.
Design Mode	Leave this selection as Yes.
Entity Type	Select the Entity Type for the matter. If the widget is for Matter Reporting or Person. The option selected here also allows you to set security on the data displayed in the dashboard. If Matter is selected, then all the permissions applied for the Matter will follow. For e.g. if a user does not have access to a confidential matter then it will not be displayed in the DashBoard. If Person is selected, then based on the user access or permissions enabled, data is displayed in the Dashboard.
Design Mode	Select the Design mode to be applied to the widget. Widget: Select to add as a Dashboard Widget Header: Select to add the widget as a Header dashboard Full Page: Select to add the widget as a Full Page dashboard
Query Type	Only available for Detail Configuration option. The current options supported are SQL, DAX, and MDX.
Modify Query	Once you add a widget query, the Query field is disabled for edit. Select the relevant Generate Option radio button and check box to modify an exsisting widget query.
Generate Option	Select the radio button for Detail Configuration to a write a widget query. Once a widget is created, an XML file is generated with an unique name for each widget under the File Customization node. The details of that XML file can be viewed by selecting the Control XML radio button. Note:The widget XML file can be viewed here: File Customization>Default>Widgets folder. The unique name added for each widget will help you identify the folder it is nested under. (for e.g. uniqueName="SpeedMeter_KpiBar_2018_8_2_12_12" i.e. widgetname_widgetfolder_year_month_date_hours_minutes). The details appended to the unique name ensures it does not overwrite any previous versions, if same widget are created by different users)
Query	Update or configure your queries here. This task should be assigned to administrators or advanced power users to write queries to retrieve data from any SQL based system.

5. Click Next. Two additional nodes are displayed. The second node displayed here is based on the Widget Type selected in the previous screen.

6. Widget Type : Grid/Pivot Grid/GroupBy Grid. In the node for Grid Info, the information is pre-populated with the details from the Data, Row, and Column configuration defined in the widget query. To edit click the pencil icon, click the Delete button to delete the record. Click Next to enter additional information in the node for Widget Additional Config.

   Pivot Grid widget is similar to the regular Grid widget but they provide additional functionality similar to an Excel Pivot table that allows you to drag and drop any of the available fields and quickly reorganize the data in the grid. This widget has a Field Chooser option in the Action menu. You can drag and drop the Column and the Data fields to add or remove the fields and summarize data in the grid.

Field	Description
Page Size	By default the page size is set to 30.
Action Items	All the Action items are enabled by default. Check box to disable the option from the grid widgets. Disable Export: Check box to hide the Export icon from the widget in the Dashboard. This option allows you to export the Grid widget data to an Excel report. Disable Column Management: Check box to hide the Column Management icon from the widget in the Dashboard. This option allows you to choose the columns to be displayed in the widget. Click the icon to display the column chooser dialog. The columns listed in the pop-up dialog are not displayed in the grid. You can drag and drop the columns from the dialog box to the grid to add the columns to the grid, similarly you can drag a column from the grid and drop it in the dialog box to hide the column from the grid. Disable Drag & Drop: Check box to hide the Drag & Drop option from the grid. This option allows you to drag the column header and group data in the grid by this column. Drag the column headers to clear the grouped data in the grid. Hide Grand Total: Check box to hide the Grand Total row in the widget. Hide Header: Check box to hide the column headers in the widget. Disable Filter: Check box to hide the filter icon on the widget. Disable Sorting:Check box to hide the sort icon on the widget. Note: Click the icon on the Dashboard widget to access the Action menu items. The above Action Item options are only available for Grid/Pivot Grid/GroupBy Grid widgets.
Data Field Config	Refer details below
Row Config	Refer details below
Column Config	Refer details below

Data Field Config

Field	Description
Caption	Enter a caption. This appears as data field headers in the widget.
Calcutable	Check this box to apply a formula for grid column calculations. Note: This option is only available for Grid Widgets.
Formula	Select the formula from the drop-down. The options in the drop-down are pre-populated as defined in the Formula node. Note: This field is displayed if the Calcutable option is selected.
Formula Value	Select the formula value to replace the core formula as defined in the Formula node. The options in the drop-down are pre-populated from the query defined in the earlier screen. Note: This field is displayed if the Calcutable option is selected.
Data Field Name	Select the data field name from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen. Note: This field is displayed if the Calcutable option is not selected.
Data Field Type	Select the data field type.
Display Order	In case of multiple data fields, set the order in which the data fields are displayed.
Width	Enter the width for the data field column
Exportable	Check this box to enable the data fields to be exported in the Excel template.
Trend Title	Enter a title for the trend to be displayed on the UI.
Trend Field	Select the trend field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Trend Format	Select the format from the drop-down. Options available are Currency: Select to display value as currency (e.g. $8,078,341.12) Numeric: Select to display value as a number (e.g. 8078, 123.45) Text: Select to display value as text (e.g. Umbria) Leverage: Select to display value as a leverage (e.g. 1:3) Int Value: Select to display value as an integer (e.g. 10, -5) Percentage: Select to display value as a percentage. (e.g. 10.75%) Datetime: Select this option when the axis data is date. (e.g. 08/15/2018) Hours: Select to display value in hours format. (e.g. 63.6)
Trend Comparable Type	Select the trend comparable type from the drop-down. This defines the calculation logic for the trend. Options available are Source: Select to pick value from the source field. Target: Select to pick value from the target field.
Custom HTML Renderer	To enable this option, a Data Field Config with the Type HTMLTemplate must be added. Enter the HTML code to display data in the Dashboard. Use the properties from the widget query entered in the previous node. You can also add an image within the HTML template. To enable multiple HTML templates to be added to a grid widget, add multiple data HTMLTemplate data field types. To edit an HTML Template Renderer, on the Data Field Config panel, select the Data Field for the HTML Template and click the Edit option.
Aggregation Type	Select the aggregation type from the drop-down. Options available are Sum & Average.
Drill Through Options	Select this option to drill through from the grid column to another dashboard report. Field Description Drill Type Option Select the drill through option. Drill Type: Select to redirect to the Widget Drill Type options added. Dashboard: Select to redirect to the added Dashboard reports. Drill Type This drop-down option is displayed if Drill Type option is selected above. All the added Widget Drill Type pages are displayed here. Dashboard Page This drop-down option is displayed if Dashboard option is selected above. All the added Dashboard pages are displayed here. URL This is auto populated based on the option selected Drill Type or Dashboard. Keys(s) Select the Key values to be mapped for drill through. URL Action Select the URL action for the drill through dashboard to be displayed.
Additional Config	Field Description Exportable Check the box to enable export of the data field. Enabled Check box to enable the data field and display it in the widget. Disable Filtering Check box to disable filtering Disable Grouping Check box to disable grouping of the data field.

Row Config

Field	Description
Caption	Enter a caption. This appears as row name in the widget.
Row Level	Select the value for the row-level display field. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Display Order	In case of multiple row fields, set the order in which the row fields are displayed.
Exportable	Check the box to enable export
Enabled	Check box to enable the row and display it in the widget

Column Config

Field	Description
Caption	Enter a caption. This appears as column name in the widget.
Column Field Name	Select the value for the column-level display field. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Exportable	Check the box to enable export
Enabled	Check box to enable the column value and display it in the widget

7. Widget Type: Chart. In the node for Chart Config, type information in the provided fields, based on the table below, then click Next. To edit click the pencil icon, click the Delete button to delete the record. Click Save + to add additonal rows. Click Next to enter additional information in the node for Widget Additional Config.

Field	Description
Title	Enter a Title. This appears in the Dashboard layout in the UI.
Height	Define the chart height
Series Config	Here you can configure the data series plotted on the chart. Click the Add button.
Title	Enter a title for the series to be displayed on the chart.
Chart Type	Select the type of chart from the drop-down.
X Axis Display Field	Select the value for the X axis display field. The options in the drop-down are pre-populated from the query defined in the earlier screen.
X Field Value	Select the X field value. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Y Field Value	Select the Y field value. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Grouping Field	Select the data field to group the data.
X Axis (Title)	Enter the title for X axis.
X Axis Format Type	Select the format for the X axis
XAxis Allow Decimal	Check box to allow decimal values on chart. (Does not apply if Text Format selected in previous field). If unchecked the values will be rounded off and long decimal values will be displayed as M or B.
Y Axis (Title)	Enter the title for Y axis.
Y Axis Format Type	Select the format for the Y axis
YAxis Allow Decimal	Check box to allow decimal values on the chart. (Does not apply if Text Format selected in previous field)
X Axis (Categories)	Select the X Axis categories value. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Y Axis (Categories)	Select the Y Axis categories value. The options in the drop-down are pre-populated from the query defined in the earlier screen.

8. Widget Type : Lookup. In the node for Lookup Config, type information in the provided fields, based on the table below, then click Next. To edit click the pencil icon, click the Delete button to delete the record. Click Next to enter additional information in the node for Widget Additional Config.

Field	Description
Caption	Enter a caption for the lookup widget. This appears in the Dashboard layout in the UI.
Key Field	Select the value from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Value Field	Select the value from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Format Template	Enter HTML query here to define lookup widgets with HTML display formats. You can add images to be displayed here with the drop-down lookup.
Page Size	Define the page size for the widget.
Paging Enabled	This is selected by default.
Multi Value	This is selected by default.
Sort Config	Sorter Name: Add the sort name for the values in look up. Sort Direction: Add the sort direction for the values. Sort Order: Add the sort order for the values

9. Widget Type: KPI. In the node for KPI Config, type information in the provided fields, based on the table below, then click Next. To edit click the pencil icon, click the Delete button to delete the record. Click Next to enter additional information in the node for Widget Additional Config.

Field	Description
Title	Enter a title for the KPI widget. This appears in the Dashboard layout in the UI.
KPI Type	Select the type of KPI to display in the dashboard. Click here to view the options available.
URL	Format the KPI as a hyperlink. Enter the URL here.
URL Param's	Select the URL parameters from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Format	Select the format for the KPI to be displayed from the drop-down
Source Field	Select the source field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Target Field	Select the target field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Trend Field	Select the trend field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Trend Title	Enter a title for the trend
Trend Format	Select the format of the KPI value from the drop-down. Options available are Currency: Select to display value as currency (e.g. $8,078,341.12) Numeric: Select to display value as a number (e.g. 8078) Text: Select to display value as text (e.g. Umbria) Leverage: Select to display value as a leverage (e.g. 1:3) Int Value: Select to display value as an integer (e.g. 10, -5) Percentage: Select to display value as a percentage. (e.g. 10.75%) Datetime: Select this option when the axis data is date. (e.g. 08/15/2018) Hours: Select to display value in hours format. (e.g. 63.6)
Trend Comparable Type	Select the trend comparable type from the drop-down. This defines the calculation logic for the trend. Options available are Source: Select to pick value from the source field. Target: Select to pick value from the target field.
Tooltip	Add a tool-tip to be displayed on the widget on mouse hover.
Width	Define the width for the widget size.

Types of KPI

Field	Description
Compact KPI
Inline KPI
Bar KPI
Arc KPI
Speedometer KPI
Bullet KPI
Gradient Bar KPI
Split Bar KPI

10. Widget Type : Quick Action Panel.In the node for Action Panel Config, type information in the provided fields, based on the table below, then click Next. To edit click the pencil icon, click the Delete button to delete the record. Click Next to enter additional information in the node for Widget Additional Config.

Field	Description
Command Name	Enter the command name. This appears in the Dashboard layout in the UI.
Path	Enter URL to redirect when clicked on the KPI.
Command Type	Select the command type from the drop-down. Hyperlink: Add a hyperlink to the widget
Display Priority	In case of multiple widgets, set the order in which they display on the UI.
Security Permission	Add a permission to the widget.
Tooltip	Add a tool-tip to be displayed on the widget on mouse hover.

11. Widget Type: KPI And Chart Collection. In the node for KPI And Chart Collection Config, type information in the provided fields, based on the table below, then click Next. To edit click the pencil icon, click the Delete button to delete the record. Click Next to enter additional information in the node for Widget Additional Config.

Field	Description
Orientation Type	Select the view mode for the KPI on the Dashboard UI. Options available are Horizontal : Select to present information in a horizontal format. Vertical: Select to present information in a vertical format. Table: Select to present information in a tabular format. Sticker: Select to present information as a sticker. Custom Template: Select when creating Header widget.
Title	Enter the title name. This appears in the Dashboard layout in the UI.
KPI Type	Select the type of KPI to display in the dashboard. Click here to view the options available.
URL	Format the KPI as a hyperlink. Enter the URL here.
Format	Select the format of the KPI value from the drop-down. Options available are Currency:  Select to display value as currency (e.g. $8,078,341.12) Numeric: Select to display value as a number (e.g. 8078) Text: Select to display value as text (e.g. Umbria) Leverage: Select to display value as a leverage (e.g. 1:3) Int Value: Select to display value as an integer (e.g. 10, -5) Percentage: Select to display value as a percentage. (e.g. 10.75%) Datetime: Select this option when the axis data is date. (e.g. 08/15/2018) Hours: Select to display value in hours format. (e.g. 63.6)
Source Field	Select the source field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Target Field	Select the target field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Trend Field	Select the trend field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Trend Format	Select the trend format from the drop-down. Options available are Currency:  Select to display value as currency (e.g. $8,078,341.12) Numeric: Select to display value as a number (e.g. 8078) Text: Select to display value as text (e.g. Umbria) Leverage: Select to display value as a leverage (e.g. 1:3) Int Value: Select to display value as an integer (e.g. 10, -5) Percentage: Select to display value as a percentage. (e.g. 10.75%) Datetime: Select this option when the axis data is date. (e.g. 08/15/2018) Hours: Select to display value in hours format. (e.g. 63.6)
Trend Comparable Type	Select the trend comparable type from the drop-down. This defines the calculation logic for the trend. Options available are Source: Select to pick value from the source field. Target: Select to pick value from the target field.
Display Order	In case of multiple widgets, set the order in which they display on the UI.
Tooltip	Add a tool-tip to be displayed on the widget on mouse hover.
Width	Define the width for the widget size.

12. Widget Type: IFrame: In the node for IFrame Config, type information in the provided fields, based on the table below, then click Next. To edit click the pencil icon, click the Delete button to delete the record. Click Next to enter additional information in the node for Widget Additional Config.

Field	Description
Title	Enter a title for the widget. This will be displayed in the widget
URL	Enter URL for the page or site to be redirected to, when clicked on the widget.

13. Widget Type: Matter Header:

In the node for KPI And Chart Collection Config, type information in the provided fields, based on the table below, then click Next. Click Next to enter additional information in the node for Widget Additional Config.

Field	Description
View Mode	Select the view mode for the matter header. To customize and render the Matter Header, select Custom Template.
Title	Enter the title name. This appears in the Dashboard layout in the UI.
KPI Name	Enter the KPI name. This appears in the Dashboard layout in the UI.
KPI Type	Select the type of KPI to display in the dashboard. Click here to view the options available.
URL	Format the KPI as a hyperlink. Enter the URL here.
Key(s)
Format	Select the format of the KPI value from the drop-down. Options available are Currency:  Select to display value as currency (e.g. $8,078,341.12) Numeric: Select to display value as a number (e.g. 8078) Text: Select to display value as text (e.g. Umbria) Leverage: Select to display value as a leverage (e.g. 1:3) Progress: Select to display the value as a progress bar Int Value: Select to display value as an integer (e.g. 10, -5) Percentage: Select to display value as a percentage. (e.g. 10.75%) Datetime: Select this option when the axis data is date. (e.g. 08/15/2018) Hours: Select to display value in hours format. (e.g. 63.6)
Source Field	Select the source field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Trend Title	Enter a title for the trend field.
Target Field	Select the target field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Trend Field	Select the trend field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Trend Format	Select the trend format from the drop-down. Options available are Currency:  Select to display value as currency (e.g. $8,078,341.12) Numeric: Select to display value as a number (e.g. 8078) Text: Select to display value as text (e.g. Umbria) Leverage: Select to display value as a leverage (e.g. 1:3) Progress: Int Value: Select to display value as an integer (e.g. 10, -5) Percentage: Select to display value as a percentage. (e.g. 10.75%) Datetime: Select this option when the axis data is date. (e.g. 08/15/2018) Hours: Select to display value in hours format. (e.g. 63.6)
Trend Comparable Type	Select the trend comparable type from the drop-down. This defines the calculation logic for the trend. Options available are Source: Select to pick value from the source field. Target: Select to pick value from the target field.
Display Order	In case of multiple widgets, set the order in which they display on the UI.
Tooltip	Add a tool-tip to be displayed on the widget on mouse hover.
Width	Define the width for the widget size.
Custom HTML Renderer	To enable this option, a Data Field Config with the Type HTMLTemplate must be added. Enter the HTML code to display data in the Dashboard. Use the properties from the widget query entered in the previous node. You can also add an image within the HTML template. To enable multiple HTML templates to be added to a grid widget, add multiple data HTMLTemplate data field types. To edit an HTML Template Renderer, on the Data Field Config panel, select the Data Field for the HTML Template and click the Edit option.

This widget also has an additional node for Widget Filter. The widget will only be displayed on the matters that match the widget filters applied. Use the filters to narrow down and make the appropriate selections to determine the matters for which the widget should be available.

14. Widget Type: Tree Grid: In the node for Tree Grid Config , type information in the provided fields, based on the table below, then click Next. To edit click the pencil icon, click the Delete button to delete the record. Click Next to enter additional information in the node for Widget Additional Config.

Field	Description
Paging Type	Remote Local: This option is selected by default.
Page Size	By default the page size is set to 30.
Key Data Field	Select the key data field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Parent Node Data Field	Select the parent node data field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen. Note:The parent node data field must be selected correctly for the widget to be displayed as a tree grid.
Action Items	All the Action items are enabled by default. Check box to disable the option from the grid widgets. Disable Export: Check box to hide the Export icon from the widget in the Dashboard. This option allows you to export the Grid widget data to an Excel report. Disable Column Management: Check box to hide the Column Management icon from the widget in the Dashboard. This option allows you to choose the columns to be displayed in the widget. Click the icon to display the column chooser dialog. The columns listed in the pop-up dialog are not displayed in the grid. You can drag and drop the columns from the dialog box to the grid to add the columns to the grid, similarly you can drag a column from the grid and drop it in the dialog box to hide the column from the grid. All the available columns could be hidden and disabled from the exports. Disable Drag & Drop: Check box to hide the Drag & Drop option from the grid. This option allows you to drag the column header and group data in the grid by this column. Drag the column headers to clear the grouped data in the grid.
Data Field Config	Refer details below.

Data Field Config

Field	Description
Caption	Enter a caption. This appears as data field headers in the widget.
Calcutable	Check this box to apply a formula for grid column calculations. Note: This option is only available for Grid Widgets.
Formula	Select the formula from the drop-down. The options in the drop-down are pre-populated as defined in the Formula node. Note: This field is displayed if the Calcutable option is selected.
Formula Value	Select the formula value to replace the core formula as defined in the Formula node. The options in the drop-down are pre-populated from the query defined in the earlier screen. Note: This field is displayed if the Calcutable option is selected.
Target Data Field Name	Select the data field name from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen. Note: This field is displayed if the Calcutable option is not selected.
Data Field Type	Select the data field type.
Display Order	In case of multiple data fields, set the order in which they display.
Width	Enter the width for the data field column
Exportable	Check this box to enable the data fields to be exported in the Excel template.
Trend Title	Enter a title for the trend to be displayed on the UI.
Trend Field	Select the trend field from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Trend Format	Select the format from the drop-down. Options available are Currency: Select to display value as currency (e.g. $8,078,341.12) Numeric: Select to display value as a number (e.g. 8078, 123.45) Text: Select to display value as text (e.g. Umbria) Leverage: Select to display value as a leverage (e.g. 1:3) Int Value: Select to display value as an integer (e.g. 10, -5) Percentage: Select to display value as a percentage. (e.g. 10.75%) Datetime: Select this option when the axis data is date. (e.g. 08/15/2018) Hours: Select to display value in hours format. (e.g. 63.6)
Trend Comparable Type	Select the trend comparable type from the drop-down. This defines the calculation logic for the trend. Options available are Source: Select to pick value from the source field. Target: Select to pick value from the target field.
Aggregation Type	Select the aggregation type from the drop-down. Options available are Sum & Average.
Enabled	Check box to enable the data field.

15. In the node for Widget Additional Config, type information in the provided fields, based on the table below, then click Next.

Field	Description
Drill Down Config
Caption	Enter a caption for the drill down.
Drill Down Name	Select the drill down name from the drop-down. The options in the drop-down are pre-populated from the query defined in the earlier screen.
Drill Level	Set the drill level.
Drill Through Config	Add configuration to add a drill through pages to a widget
Caption	Enter a caption for the drill through menu.
Drill Through	Select the drill through name from the drop-down. The options in the drop-down are pre-populated as added in the Widget Drill Type
Key	Select the key from the drop-down. The options in the drop-down are pre-populated from the query defined in the Widget Info node. This option allows you to drill and filter the information in the target page as per the page filters applied in the source page.
URL Action	Select the URL action for the drill through to open in. Options available are: New Tab: Open the URL in a new tab. Redirect: Open the URL in same window. Popup: Open the URL in a pop-up window.
Filter Config
Filter Name	Select the filter name from the drop-down. The options in the drop-down are pre-populated from the query defined in the Widget Info node.
Operator	Select the operator for the filter from the drop-down.
Default Value	Enter a value for the filter name and operator to apply filter by.
Sort Config
Sorter Name	Select the data field sort name from the drop-down. The options in the drop-down are pre-populated from the query defined in the Widget Info node.
Sort Direction	Select the sort order. Options available are Ascending and Descending.
Sort Order	Set the sort order for the columns.
Security Config
Permissions	Select permissions to be applied to the widget.
Enable Access	Select user names to enable access to the widget.
Currency Default	Select the currency type for the widget. The default is set to United States Dollar.

16. In the node for Widget Security, select the widget security configuration. Type information in the provided fields, based on the table below, then click Finish

Field	Description
Visibility
Visible to All	The widget will be displayed to all users.
Visible to Specified	Restrict the widget visibility to the Roles and Groups defined here. On selecting this option, two additional drop-down fields are displayed. Role(s): Select the user roles from the drop-down. Group(s): Select the user groups from the drop-down.

Widget Types

Widget Type	Image	Can be used
Grid		When comparing values against a single category and to display data in tabular format.
Pivot Grid		When comparing large values of data and to co-relate data across tables. You can also sort, group, and filter the data.
GroupBy Grid
KPI and Chart Collection		Display the KPI's in form of a KPI bar.
Chart		To organize and present large data to help make data easy to follow. Available options are Column Chart, Pie Chart, Scatter Chart, Line Chart, Bar Chart, Area Chart, Polygon Chart, Pyramid Chart, Funnel Chart, Spline Chart, Tree Map Chart, Stacked Column Chart. Stacked Bar Chart and Waterfall Chart.
KPI		Add a simple widget to display the KPI value on the UI. You can select from the types of KPI's available.
Lookup		Add a look up drop-down field to filter and present data on screen.
IFrame		Use this option to redirect to another page in form of a pop up window
Quick Action Panel		Add a button to redirect to a custom URL defined in the Admin widget node.

To edit /delete a widget

1. To modify a widget. select the widget click the Edit button .
2. To delete a widget, select the widget and click the Remove button.

Copy a Widget

1. Select a widget and click Copy Widget to create a clone of the widget. You can now edit this widget and use it as a base to build a new widget.

View the Dashboards where the widgets are used

1. Select the widget and click the Where Used button. The Where Used window will list the dashboards where the widgets are placed.

Import Widgets

1. To import, click the Import-Export button. From the drop-down select Import Widget Zip.
2. In the Widget zip import window, browse and select the zip file.
3. Click Send.

Export Widgets

1. To export, select the widget and click the Import-Export button. From the drop-down select Export as Zip.
2. The zip file containing the XML document and the JSON file is downloaded to your system.

Export to Excel

Based on the configuration defined in the Grid config and the columns set as Exportable, an Excel template is generated for each widget. To generate a template:

1. Click the icon on the extreme right of the widget row.
2. An Excel template is generated and downloaded to your system.
3. You can edit the details in the Excel template and re-import the template to over-write the existing version.
4. To change the templates for all widgets at one go, check the box against Name to select all widget and from the Import-Export drop-down, select Regenerate Export Template. This will auto apply the new template to all the widgets.

Tip: Click the Regenerate Export Template option to resolve any widget data export errors.

Clear Widget Cache

To update the widget after any cube updates or if the query is modified

1. To manually clear the widget cache, in the Administration>Widget node, select the widget to be updated and click Clear Cache option on the toolbar.
2. A new background service BustCache is also added to auto clear the cache from the IIS server. This service can be enabled in the Administration>Manage>Service Agents node. This service is scheduled to run and reset the cache every 30 minutes.

Regenerate Export Templates

To change the templates for all widgets at one go, check the box against Name to select all widget and from the Import-Export drop-down, select Regenerate Export Template. This will auto apply the new template to all the widgets.

Reprocess Widgets

Click this option to apply data architecture changes to all the widgets at one go. You need not edit and save each widget when there is any change in the framework. The reprocess command successfully saves the widget configuration without having to Edit and Save each widget individually.

To create a dashboard for the reports:

1. In the Admin Panel, type Dashboard in the Modules search field and click the magnifying glass icon. The folder tree narrows to show only those nodes matching the search criteria.
2. Click Dashboard in the Customization and Localization folder.
3. Click the Add button in the command bar. The New Dashboard pop-up window appears.

4. In the node for Dashboard Info, type information in the provided fields, based on the table below, then click Save.

Field	Description
Dashboard Name	Enter a name of the Dashboard. This appears as the Report name in the UI. This is a required field.
Title	Enter a Title. This appears as the Dashboard name in the UI. This is a required field.
Description	Type a summary for the purpose of this dashboard. The description is displayed in the Report Description column in the UI
Dashboard Types	Select the type of Dashboard. Options available are: Adhoc: Select this option to add an empty dashboard. Object Specific: Select this option add an object specific dashboard. This allows you to associate the dashboards with a specific type of entities (Matters, Clients, Employees etc) and show in the entity navigation. On selecting this option the Entity Type drop-down field is displayed.
Entity Type	Select the Entity type from the drop-down. Only displayed for Object Specific Dashboard Type. Based on the Entity type the second node in the Dashboard Config is displayed to enter the entity filter information. Tip: Select Pricing Plan entity type to create a Pricing Plan dashboard.
Page Design Type	Full Page: Select this option to display the Dashboard as a full page
Show in Navigation	Select Yes to add the Dashboard in the entity navigation pane.
Show in Entity Reports	Select Yes to add the Dashboard in the Entity Reports navigation.
Enabled/Disabled	Select this option to enable or disable the dashboard. A disabled Dashboard will not display on the Reports tab.
Dashboard Filters
Filter Types	Select the filter type to be displayed on the dashboard page.
Mapped Field	Select the field to be mapped to the filter.
Use	Select the Generate Filter option to apply the filter (as a Global Filter) on the dashboard, or to pass the filter as a parameter (input a value for the query to run and filter), select Pass as Parameter. The Pass as Parameter option will connect all the filters and the data sets on the dashboard.

5. The second node displayed in the Dashboard Config dialog, is dependent on the Entity Type selected. In the Entity Filter Node select the filter criteria for the entity. If the matter or user meets the filter criteria, then the dashboard is displayed in the matter navigation pane, only to the user role selected here. For e.g. If the selected Entity Type is Matter and the filter specified for "Matter Type": is "Litigation" and "Team Member Matter Role": is "Responsible Lawyer", then when navigating to a litigation matter as responsible lawyer the user will see the report in the matter navigation. This dashboard will not be displayed to other user roles.
6. The Dashboard reports can be accessed from the Reports tab on the Monitoring & Budgets Dashboard.

To edit /delete a Dashboard

1. To modify a dashboard, select the dashboard click the Edit button .

Widgets Used

Select the dashboard and click the Where Used button. The Widgets window will list the widgets used in the selected dashboard.

Out Of Box Dashboard(s)

Click this option to save and import the out-of-the-box-dashboards. The out-of-the-box dashboards are available in the folder if needed~\Prosperoware.Umbria\App_Data\Seed\Dashboards

1. All the out-of-the box dashboards available are listed in the dialog. Select the dashboard(s) to import to the Dashboard node and click Save.

Importantly, import the dashboards in this order (this list is effective as of 11/26/2019). The order is:

1. 00001_MatterMonitorSummary
2. 00002_MonitoringAlert.zip
3. 00003_MatterHeader
4. 004_PhaseResourceLevelReport
5. 00021_PhaseOverview.zip
6. 00005_ByPhase.zip
7. 00014_Drill Through Dashboard - Time Report.zip
8. 00013_Drill Through Dashboard - Person Report.zip
9. 00006_ByPhaseDetailed.zip
10. 00015_Drill Through Dashboard - Fee Earner Report.zip
11. 00007_Hours.zip
12. 00016_Drill Through Dashboard - Time Report Hourly.zip
13. 00008_ByMonthHourly.zip
14. 00009_MatterRateCard
15. 00012_PersonMonthlyReport.zip
16. 00011_PersonReport.zip
17. 00010_Person.zip
18. 00017_PhaseByHours.zip
19. 00018_PhaseByValue.zip
20. 00019_RunRate.zip
21. 00020_ClientRateCard.zip
22. 00022_ByMonthHourlyCombined.zip
23. 00023_PlanOverview.zip
24. 00024_ByOfficeDepartment.zip
25. 00025_KPICollection.zip

Warning: If this order of installation is not followed, there can be issues importing the dashboards, or failures using the dashboards.

Import Dashboard

1. To import, click the Import-Export button. From the drop-down select Import Dashboard Zip.
2. In the Widget zip import window, browse and select the zip file.
3. Click Send.

Export Dashboard

1. To export, select the widget and click the Import-Export button. From the drop-down select Export as Zip.
2. The zip file containing the Dashboard XML is downloaded to your system.

Reprocess Dashboard

Click this option to apply data architecture changes to all the dashboards at one go. You need not edit and save each dashboard when there is any change in the framework. The reprocess command successfully saves the dashboard configuration without having to Edit and Save each dashboard individually.

Edit Security

1. To edit dashboard security, select the dashboard and click the Edit Security button.

2. From the User/Group drop-down select the user or group to share access to the dashboard

3. Select the Role to be assigned to the User/Group.
4. Click the Save button to save any changes made. Click Save+ to add another user group and role.

Tip: Read here for more details to assign dashboard security.