Use the Dashboards feature to create multi-agency Dashboards for public or private users.

Use Dashboards to track eCourtDate messages, events, cases, client, and payments data.

We generally recommend at least the following:

• Messages Dashboard
• Events Dashboard
• Payments Dashboard
• Cases Dashboard

Each Agency can have an unlimited number of Dashboards.

Each Dashboard can be used with one or multiple agencies (based on the user's permissions).

Public Dashboards

Dashboards that are public-facing and can be accessed by any visitor without signing in.

Private Dashboards

Dashboards that are internal and require a private link to access. 

Use the following steps to create a new Dashboard:

Step 1: Click on Admin / Dashboards in the main navigation.

Step 2: In the Add a Dashboard section, enter your preferred Dashboard Name, then click Add Dashboard.

Step 3: Click on the newly created Dashboard in the table.

Step 4: Configure the Dashboard based on your preferences.

Options:

• Subdomain: Choose a short subdomain for your dashboard. This must be unique.
• Domain: Choose from your available domains.
• Description: Add a description for your Dashboard's users.
• Logo URL: paste a URL of your logo.
• Icon URL: paste a URL of your icon.
• Contact Email: (optional) the email address to send any Dashboard questions.
• Data Source: choose the data source (defaults to messages).
• Status: choose from draft, private, or public.
• Simulate Data: enable for fake synthetic data (for testing purposes).
• Hide PII: enable to hide personally-identifiable information from Dashboards (required if public).
• Allow Downloads: enable to allow dashboard users to download source data.
• Restrict Downloads: add any email addresses or domains to restrict downloads (if Allow Downloads is enabled).
• Social Media Links: add any of your social media links.

Step 5: Add and configure each Dashboard Component. Each Component is an individual view within your Dashboard with filtered data. For example, you can create a component for each of the following data groups:

• Messages by Direction
• Messages by Status
• Messages by Location
• Messages by Type
• Messages by Portal
• Messages by Judge

Component Options:

• Type: choose from Count, Sum, or Rate.
• Date Filter: choose the preferred field to filter dates (defaults to scheduled_at).
• Group By: choose the preferred option based on your data source.
• Data Groups: leave blank to use all available options or choose/add your own.
• X-axis title: the x-axis title shown on the component chart.
• Y-axis title: the y-axis title shown on the component chart.
• Sort: the data sorting used for the datasets.
• Show Legend: enable to show a legend on the component chart.
• Show Source Data: enable to show the source dataset below the chart.
• Filters: add any number of filters to to limit the the component data used.

 

 

If the Status is Public or Private

Click on the Public/Private Link or the QR code to go to the Dashboard main page. Any created components will show under Choose a Dashboard.

See a Simulated Demo Dashboard here.