Overview
With Custom Columns, you can easily add, remove, and reorder the columns in your DocketWise Dashboards and Reports!
Customized column views can be set up and are unique to each user on your DocketWise account.
Custom Columns in Dashboards
Dashboards That Can Be Customized:
Matters (including Matter Custom Attributes)
Contacts (including Contact Custom Attributes)
Editing Custom Columns in Dashboards
To start customizing your Dashboards, you will first need to:
Navigate to the Dashboard that you would like to customize.
Click the Customize Columns icon.
Edit your Dashboard's columns by clicking the checkbox to add or remove columns.
Click and drag columns to rearrange them wherever you like.
To save your changes, click the Update button.
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
To customize your Reports, navigate to the Report Type that you would like to customize.
Click the Customize (gear) Icon.
Edit your Report's columns by clicking the checkbox to add or remove columns.
Click and drag columns to rearrange them wherever you like.
To save your changes, click the Update button.
We encourage you to visit our Learning Center, designed with you, your firm, and your client’s needs in mind. The DocketWise Learning Center provides outcome-based lessons to help you run your business successfully, focus on practicing law, and increase your firm’s revenue.