About Standard Shell Dashboards

Standard shell dashboards provide more customized high-level information by displaying visualizations with relevant project or shell metrics specific to the logged-in user's permissions and tasks.

Standard dashboards can display roll-up data from the current shell and subshells in visualizations.

A visualization can contain charts and tables organized in multiple tabs. If you have the required permissions, you can control the visualization content, and the appearance of the visualization in the project or shell dashboard you have access to.

Each visualization tab can have a different layout, and each layout can contain various types of content items such as shell charts, tables, pivot grids, and images. For more information on creating these content items, and visualizations, see the Visualizations Administration Guide.

Use the following links to access more information in the standard shell dashboard:

  • Properties: Select this link in the left Navigator to access shell details such as shell number, shell name, administrator, and other details.

  • If available, KPI cards display metrics for the following:

    • Emails: The total number of emails of the logged-in user. Selecting this link in User mode displays the Inbox.
    • Notifications: The total number of notifications of the logged-in user. Selecting this link in User mode displays the Notifications log.
    • Pending E-Signatures: The total number of pending e-signatures associated with the logged-in user. Selecting this link in User mode displays the E-signature Requests log.
    • Pending Tasks: The total number of pending tasks of the logged-in user. Selecting this link in User mode displays the Tasks log.
    • Additional KPI cards can also display metrics relevant to the shell.
  • Analytics: Select this link to access the Analytics application.

  • From the More Actions … menu, choose any of the following options:

    • Print: Select this option to print the visualization displayed in the shell dashboard.
    • Classic Dashboard: Select this option to view the classic shell dashboard.

The above menu options are available in both Admin and User modes.