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Last Updated: 2025-09-19
Create Custom Dashboard Charts

Create Custom Dashboard Charts

  • Admin or Power User permissions.
  • You must have access to the
    Dashboards
    tab and permission to view the data fields you want to visualize.
You can create and customize charts to display specific contract data in a format that best meets your needs. You can select which charts to display, remove charts you don’t need, and rearrange them to prioritize the most relevant information. You can also save the selected charts as a dashboard for quick access later or share them with others in your workspace to support collaboration.
  1. Click
    Dashboards
    .
  2. Select 1 of these tabs:
    • Documents
    • Expirations
    • Saved Dashboards
      . Select the dashboard you want to customize.
  3. Click
    Edit Charts
    .
    You can search for and select fields to add to your dashboard.
    We add selected fields as new charts and remove a chart from the dashboard when you deselect a field.
  4. Click
    Apply Changes
    .
  5. (Optional) Click
    Save Dashboard
    .
    You can name the dashboard and access it in future sessions on the
    Saved Dashboards
     tab.
We update the dashboard with the selected charts.
You can rearrange the charts on the dashboard by clicking and holding the header and dragging it to a new position.
You can also access the
More Actions
 menu to delete a chart and change the chart width.
You can manage and review saved dashboards, including renaming, sharing, and deleting them.