How to Categorize the Management Dashboard

Objectives:

• Separate Corporate Matter and Litigation Cases Widgets

Steps:

The management dashboard now supports category-specific filtering, allowing users to easily view corporate or litigation data within each widget for enhanced clarity and flexibility.

Access the Management Dashboard:

• Open the Reports module from the navigation menu.

• Select Management Dashboard from the dashboards dropdown menu.

Filter Widgets by Category:

The dashboard displays data for both corporate matters and litigation cases.

• To categorize data, click on the filter icon at the top of a widget.

• Navigate to the Filter by Category section.

• Choose whether you want the widget to display data for Corporate Matters, Litigation Cases, or All (both). Then Save.

Create Separate Widgets for Each Category:

You can duplicate widgets to create category-specific versions.

• Scroll to the bottom of the page and click on Add New Widget to create a new widget.

For instance, the "Matters per Assignee" widget can be duplicated and categorized into:

• • • "Corporate Matters per Assignee"
    • "Litigation Cases per Assignee"

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!