Overview

With Custom Columns, you can easily add, remove, and reorder the columns in your Docketwise Dashboards and Reports!

These customized column views can be set up by and are unique to each user on your Docketwise account, allowing each user to have their own customizable view.

Contents


Custom Columns in Dashboards

Dashboards That Can Be Customized:

Editing Custom Columns in Dashboards

In order to start customizing your Dashboards, you will first need to:

  • Navigate to the Dashboard that you would like to customize

  • Click the ⚙️ Gear Icon

After clicking on the ⚙️ Gear Icon, you can then edit your Dashboard's columns by

  • Adding columns

  • Removing columns

  • Reordering columns

To save your changes, simply click the Update button.

Adding Columns in Dashboards

To add a column to a Dashboard, simply click the Checkbox for the column from the options under Available Columns and save your changes.

Removing Columns in Dashboards

To remove a column from the Dashboard, simply unclick the Checkbox for the column from the options under Selected Columns and save your changes.

Reordering Columns in Dashboards

To reorder your columns for the Dashboard, simply drag and drop the column values under Selected Columns and save your changes.


Custom Columns in Reports

Reports that can be customized:

  • Contact Reports (with the exception of VMAX and Expiry Date Reports)

  • Matter Reports

  • Invoice Reports

  • Payment Reports

  • Task Reports

  • User Reports

Editing Custom Columns in Reports

In order to start customizing your Reports, you will first need to:

  • Navigate to the Report Type that you would like to customize

  • Click the ⚙️ Gear Icon

After clicking on the ⚙️ Gear Icon, you can then edit your Dashboard's columns by

  • Adding columns

  • Removing columns

  • Reordering columns

Adding Columns in Reports

To add a column to a Report, simply click the Checkbox for the column from the options under Available Columns and save your changes.

Removing Columns in Reports

To remove a column from the Dashboard, simply unclick the Checkbox for the column from the options under Selected Columns and save your changes.

Reordering Columns in Reports

To reorder your columns for the Dashboard, simply drag and drop the column values under Selected Columns and save your changes.

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