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:
Matters (including Matter Custom Attributes)
Contacts (including Contact Custom Attributes)
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.