Documents Dashboard Overview

The Documents Dashboard gives you an instant and detailed view into the state of all documents you have access to.

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1. Dashboard Filter 

Changing the dashboard filter allows you to quickly toggle the data set:  

My Documents Dashboard: All documents where you are set as an author

My Direct Reports Dashboard: All documents where one of my direct reports is set as an author. A user becomes a direct report when you are added as their supervisor in the Users table.

My Company Dashboard: All documents in the company account (requires special access permission)

Documents: Full Table: All documents in the company account (requires special access permission)

Documents: Archive: All documents that are archived in the account (requires special access permission)

2. State of Documents Chart 

The horizontal bar chart on the left provides a snapshot of your documents and their current state. Clicking on a bar refreshes the drilldown action table at the bottom with a list of documents matching the query.  Bars are highlighted black as their data sets are added to the table below, and you can select more than one bar. Deselecting the bars will remove the data set from the table below.

3. Document Pipeline Chart

The Pipeline bar chart is for planning, showing the user what items are past their review date (red bar) or have a review coming due between now and the end of the next month (yellow bars) or due in the 2 months after that (green bars). As with the first chart, clicking on a bar refreshes the drilldown action table at the bottom with a list of documents matching the query and you can select more than one bar for a broader query.

 

 

 

 

 

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