There are several choices for creating the visual look for the Dashboard. Each Visualizer has both strengths and weaknesses in representing data.
Below is the list of Visualizers, explanation of use and list of properties. You can click on the links in the Name column to access content on how to use the Visualizers.
| Name | Icon | Description | Example | Properties |
| Calculation | Create new calculated fields in the designer utilizing other metrics selected for the dashboard. | Displaying the value of the current month total billing subtracted from the previous month billing. |
Font: Background Color, Color, Font Misc: Format, Formula, Initially Expanded, Show Title As Label, Title, Wrap with Border |
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| Chart | Graphically display trends, comparatives or percentages of a whole. | A graph the previous years billing versus the current year billing on a monthly basis. There are more than 43 types of charts. | Misc: Initially Expanded, Settings(Chart, Data, X, Y, Legend), Title, Wrap with Border | |
| Distributed Reports | Ability to view reports distributed to a user and access an archive of previous distributions. Drill down links on a distributed report will not be enabled. | Send key productivity reports to partners for easy access through the internet when not in the office. | Misc: As Of, Initially Expanded, Title, Wrap with Border | |
| Gauge | Displays increments moving toward a specific threshold. | Billable hours. Create the high and low thresholds. The indicator shows current point relative to the threshold. | Misc: Gauge Type, Initially Expanded, Layers, Title , Wrap with Border | |
| Image | Displays an image. | This is used for displaying a graphic or company logo. No data is displayed. | Misc: Image Url, Initially Expanded, Title, Wrap with Border | |
| KPI (Key Performance Indicator) | Displays a combination of metrics with a visual image to easily identify good performance vs poor performance. | Number of matters open compared to the previous year. | Misc: Initially Expanded, Key Performance Indicators (Collection: Members, Font, Metric, Misc) | |
| Metric | Displays an single value (numeric or string). | Display a timekeeper name or timekeeper rate. |
Font: Background Color, Color, Font Metric: Format, Metric, Parameters Misc: Initially Expanded, Show Title as Label, Title, Wrap with Border |
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| Pivot Table | Summarization of data in a cross tab format with a ability to filter row or column data with automatic recalculation. | Display fees received by working timekeeper as a rows and the months as columns. | Misc: Initially Expanded, Pivot Columns, Query, Query Parameter Values, Title | |
| Query | Displays query results in a standard grid format. Allows end user to group and sort data. | New Client List – Display key information about new clients to be grouped by billing timekeeper, office, practice class, fee schedule. Data could be grouped to see who has the highest activity. |
Misc: Initially Expanded, Title, Wrap with Border Query: Page Size, Query, Query Columns, Query Parameter Values |
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| Report | Display a preview of a report or enable a link to access and preview a report. Drill down links on reports will be enabled through a dashboard. | Daily cash received with subtotal by bank. | Misc: Report, Show as Link, Title, Wrap with Border | |
| Text | Display a standard non-variable label or description. | Used for titles or headings. No data is associated. |
Font: Background Color, Color, Font (Name, Size, Unit, Bold, GdI Character Set, GdIVertical Font, Italic, Strikeout, Underline Misc: Text |
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| View Alerts | Displays Alerts ONLY published to the Dashboard. | Timekeepers who have not entered time for the previous week. | Misc: As Of, Initially Expanded, Title, Wrap with Border |