Reporting & dashboards

Build a dashboard from a catalogue of widgets, or start from a ready made template.

Pick a table, then arrange widgets from a simple chart to a purpose built trust reconciliation. Build visually on a canvas, or with a text based editor.

  1. 01

    See the dashboards already built for you

    Quick Glance and Time Entry are both dashboards you can edit. Everything on them is a widget you can rearrange or remove.

    Quick Glance

    Finish setting up

    Verify your email

    We sent a confirmation link to eleanor@demofirm.com.au.

    Resend email

    Set up two-factor authentication

    Add an authenticator app so your account isn't just a password away.

    Set up
  2. 02

    Add a widget from the catalogue

    Charts, summary tiles, grids, quick add forms, and purpose built ones like a trust ledger statement or a fees report.

    Quick Glance

    Edit widget

    Trust balance

    $736,908.00

    Which stat?

    Trust balance
    Dormant trust
    Matters with trust

    A Trust stat card has its own small chooser. Every other widget opens a settings panel whose first control is Reads from.

  3. 03

    Drag it into place, or write it as code

    Build visually on a drag and resize canvas, or switch to a text based editor for the same widget layout.

    Quick Glance, editing

    Quick Glance
    Save layout Discard

    Discard just exits without writing anything. Save layout writes the new positions.

  4. 04

    Or install a dashboard from the marketplace

    The marketplace has ready made templates ported from a company's own tables and dashboards, so you start from a working setup instead of a blank canvas.

    Template marketplace

    BrowseMy templates

    Australia Law Firm Seed Template

    Legal

    Matter fields on Projects, plus Invoices, Time & Fee Entries and a trust ledger.

    Latest version (v4)

    Australian Property Developer

    Real Estate

    Feasibility, loan phases and budget lines for a development.

    Try itInstall

    Cafe Rostering

    Hospitality

    Staff rostering and kiosk check-in for a cafe, restaurant or retail floor.

    Try itInstall

    The row is a summary. The full manifest appears when you click Install