Matters – Custom Dashboards (Analytics)

Analytics is a personal dashboard that shows key figures about your matters. You can arrange it as you like and ask Lini, the DiliTrust AI assistant, to create new charts for you. You no longer need to export your matters to Excel to see what is going on.

Analytics replaces the former Statistics screen and keeps everything it showed.

✋ Who can do what

• Administrators, Contributors and Readers can open Analytics (Access Analytics permission).
• Administrators, Contributors and Readers can customize their own dashboard. Changes only apply to their own view.
• Only Administrators can set the default dashboard that every user starts from.

A widget only counts the matters you have access to. For example, if you can access 49 of the 50 matters in your organization, a widget counting all matters shows 49. This is why two colleagues can see different totals on the same widget.

☝ Understand your dashboard

The dashboard is made of widgets. A widget is a small block that shows one figure or one chart. There are two kinds:

• Indicators: a single value, such as the total number of matters or the total spend.
• Charts / Timeline: a breakdown or a trend, such as matters by type or requests over time.

The first time you open Analytics, you see the default dashboard set up by your organization. It can include Average time to close, Matters by type, Time since creation and Workload distribution.

⚡ Create a widget with Lini

1. Open Analytics.
2. Describe the widget you want in plain words. For example: Show me the number of matters by assignee for litigation matters.
3. Lini shows you a preview. In this example, a pie chart that counts litigation matters by matter owner.
4. Accept the widget as it is, or ask Lini to adjust it.

Lini understands the calculation (a count or a sum), the data (Matters, Spends or Custom tables), how to group the results (for example by assignee or by firm), the filters (for example a matter type) and the best type of chart.

If your request is unclear, Lini proposes the closest option. If nothing matches, Lini explains why and asks you to rephrase.

✨ Arrange, download and export

• Drag and drop a widget to move it.
• Resize a widget to make it bigger or smaller.
• Open a widget in full view to see it in a larger window.
• Remove a widget you no longer need.
• Download a widget as a .png image for a presentation.
• Export the data of a widget to Excel.
• Reset the dashboard to its default state at any time.

⚖️ Set the default dashboard (Administrators only)

1. Open Analytics.
2. Click Set default dashboard at the top of the page.
3. Add, remove, resize and move widgets to build the starting layout.
4. Click Publish to save it as the new default. Click Cancel to discard your changes.

Your changes only apply after you click Publish. The new default only applies to new dashboards. Dashboards that users already have stay as they are.

❓ FAQ

Where did the Statistics screen go?

It is now called Analytics.

Will my changes affect my colleagues' dashboards?

No. Your changes only apply to your own dashboard.

I published a new default dashboard. Why have my colleagues' dashboards not changed?

A new default only applies to new dashboards. Existing dashboards stay as they are, so nobody loses their layout.

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