Dashboard

Dashboard Reports

• Export Workflows/Records From Your Dashboard
• Build Reports for Approval Time Tracking

Dashboard Search and Filters

• Search the Dashboard
• Understanding Dashboard Search Filters
• Dashboard Search Filter Reference
• Filter a Dynamic Date Range
• Recipe: Search the Dashboard for Contracts Containing a Specific Clause

Dashboard Views

• Manage Views in the Dashboard
• Dashboard Views Overview

Dashboard Actions

• Use Conversational Search on the Dashboard
• Rename Workflows
• Use Bulk Actions on the Dashboard
• Open Workflows and Documents in a New Tab from the Dashboard
• Manage Entities on the Dashboard
• Manage User Access to Workflows/Records from the Dashboard