Understanding the Dashboard

The CaseWyze Dashboard brings important case, activity, and financial information into one workspace overview. Use it to decide what needs attention and open the relevant records.

Open your dashboard

Select Dashboard from the navigation.
Check the workspace name so you know which organization's data you are viewing.
Select a dashboard tab and review its widgets.
Use available row links or View All controls to continue in the related work area.

What you can see

Widgets can summarize cases, requests, updates, tasks, events, deadlines, expenses, invoices, and retainers. Availability depends on your role, permissions, record scope, and access groups. Not every row is a link.

Your personal layout

View Dashboard permits access. Customize Dashboard permits changes to your own tabs and widgets. A View Only badge means layout customization is unavailable. Your personal layout is saved for your user within the workspace.

Dashboard and reports

Use Dashboard for operational summaries. Use Data & Analytics for detailed report filters, printing, and permitted CSV exports. Case report documents and templates are managed separately under the case's Reports tab.