Portal Menus > Module Menu > Reports > Reports

Reports

The Reports tab, located on the Umbria landing page allows users to create customized dashboard reports and add widgets. You can add multiple dashboards under this tab and each dashboard can have a collection of widgets. Customized widgets on the dashboards also allow users to drill down deep into the data. When you click on the Reports tab, the page is initially blank. The page is populated when you add dashboards.

Tip: The user must have the following permission assigned to his/her role to view the custom Dashboards. Admin: Permission Group: Dashboard > View Custom Dashboard

The following instructions provide information about creating a new dashboard and adding security for the data displayed in the dashboard.

Create a Dashboard

There are two ways to create a dashboard:

A. Create a Dashboard from the UI

B. Create a Dashboard from the Admin panel: Dashboard node

  1. Create a Dashboard from the UI

  1. Click the icon in the top right corner of the page and select the option Create Dashboard.
  2. The Dashboard Config window is displayed. In the DashboardInfo panel, 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 display the dashboard in the entity navigation. On selecting this option the Entity Type drop-down field is displayed. Read here for more instructions to add an Entity Type dashboard.
Entity Type This option is only displayed for Object Specific Dashboard Type. Select the Entity type from the drop-down. Based on the Entity type the second node in the Dashboard Config is displayed to enter the entity filter information.
Page Design Type
  • Full Page: Select this option to display the Dashboard as a full page
Show in Navigation

This option applies to Object Specific dashboards. Select

  • Yes: to add the Dashboard in the matter navigation pane.
  • No: to hide the Dashboard from the matter navigation pane.
Show in Entity Reports

Select

  • Yes: to add the Dashboard in the Reports tab.
  • No: to hide it from the Reports tab.
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. Select Pass as Parameter to pass the filter as a parameter (input a value for the query to run and filter), . The Pass as Parameter option will connect all the filters and the data sets on the dashboard. Click Save+ to add additional filters.
  1. 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 dashboard in the matter navigation. This dashboard will not be displayed to other user roles. Similarly the dashboard will be displayed for the other entity selected and the filters applied.
  1. Create a Dashboard from the Admin Panel: You can also add a Dashboard from the Admin: Customization and Localization> Dashboard node. Click Add. The New Dashboard window is displayed with similar fields as detailed above. Enter information and click Finish to save and add the dashboard.

The Reports tab includes the following information.

Field Description
Report Name

Name assigned to the Dashboard when creating a dashboard. Click on the Dashboard name to open and view the dashboard. The column can be sorted in the ascending or descending order.
Report Description Dashboard description entered when creating a dashboard.

The column can be sorted in the ascending or descending order.
Last Updated By Name of the user who was logged in when the change was made.

The column can be sorted in the ascending or descending order.
Date Updated Date of most recent update.

The column can be sorted in the ascending or descending order.
Action Menu

Click the icon at the far right column to access other menu options.

(Edit Metadata, Share Dashboard, and Delete Dashboard)

Tip: The options displayed to the user in the Action Menu are based on the Role and Permission(s) assigned to the role.

ClosedAdd Entity Type Dashboard
  1. In the Reports tab, click the icon in the top right corner of the page and select the option Create Dashboard.
  2. Enter the Dashboard name, Title, and Description.
  3. From the Dashboard type drop-down option, select Object Specific.
  4. Select the Entity type for the Dashboard.
  5. Select the page design type and set options to display the Dashboard in the matter navigation pane, reports tab or to enable or disable the dashboard.
  6. Add filters for the dashboard and click Next.
  7. Based on the Entity type selected, the second node in the Dashboard Config is displayed to enter the entity filter information. Enter information here to filter and restrict the dashboard to be displayed only for the matters that meet the criteria entered here. If no information is entered here, the dashboard will be displayed in the navigation pane, for all matters. Click Finish.
  8. Based on the options and filters set here, the entity dashboard is now displayed in the navigation pane.
ClosedEdit Metadata
  1. Click the icon at the far right column and select the option Edit Metadata.
  2. The Dashboard Config window is displayed.
  3. Click the Save button to save any changes made.

Tip: The user must have the following permission assigned to his/her role to view this option. Admin: Permission Group: Dashboard > Edit Custom Dashboard

ClosedShare Dashboard

You can manage the Dashboard access rights for various user's /group. Assign the user a specific role and based on the permissions assigned to the role, the user can edit/access the dashboard information.

  1. Click the icon at the far right column and select the option Share Dashboard.
  2. The Share Dashboard window is displayed. Click the Add button
  3. From the User/Group drop-down select the user or group to share access to the dashboard.
  4. Select the Role to be assigned to the User/Group.
  1. Click the Save button to save any changes made. Click Save+ to add another user group and role.
  2. To edit the access click the pencil icon. Click x to delete the configuration.

Tip: The user must have the following permission assigned to his/her role to view this option. Admin: Permission Group: Dashboard > Change Custom Dashboard Security

ClosedDelete Dashboard
  1. Click the icon at the far right column and select the option Delete Dashboard.
  2. Click Ok to confirm deletion.

Tip: The user must have the following permission assigned to his/her role to view this option. Admin: Permission Group: Dashboard > Delete Custom Dashboard

Note: Any dashboard deleted from the UI is also be removed from the Admin Dashboard node.

ClosedBookmark a Dashboard

In the Report Name column, click the star icon next to the dashboard name to bookmark the dashboard. The Dashboard is added as a tab on top of the page next to the Reports tab. To remove a bookmark, click the star icon again. You can manage the order and visibility settings of the bookmarked dashboards on the Reports tab using the Manage Global Navigation option in the user menu. To view the dashboard as a tab, the following conditions must be met:

  1. The dashboard must be bookmarked.
  2. The dashboard must be enabled in the User Menu>Manage Global Navigation settings.
  3. The user must have access to the enabled dashboard.
ClosedAdd Security to Dashboard

Assign Permissions to Role

You can add security to the Dashboard by assigning users roles and specific permissions associated to the role.

  1. In the Admin Panel, type Roles 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 Roles in the Security folder.
  3. In the Roles panel, Dashboard section, select the Role.
  4. In the Permission Group section, select Dashboard. All permissions associated to the selected role are displayed in the Role Permissions panel.
  5. Update the role permissions . Click Save.

Note: The following dashboard permission are assigned by default to the following roles. These roles are specific to add security at Finance, Office, and Department level. The dashboard Lookup widget query must include the necessary permission parameters.

  • Dashboard Editor - View/Edit Custom Dashboard and Change Custom Dashboard Security
  • Dashboard Viewer -View Custom Dashboard
  • Dashboard Owner - View/Edit Custom Dashboard , Change Custom Dashboard Security, and Delete Custom Dashboard
  • Dashboard Contributor- View/Edit Custom Dashboard

Note:  An out-of-the-box imported Dashboard is locked to the firm users for any edits/updates (since it has no assigned security). In such a case an Admin user can update the dashboard or edit the security for the dashboard.

Tip: Enable Global Settings>Modules>Debug mode, to enable the Application log to capture any updates to the Dashboard and assist in troubleshooting.

Last updated on August 05, 2019

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