The Dashboard Filter window allows you to customize the widgets on the Tabs3 Billing Dashboard. You can specify one or more timekeepers, categories, or locations. The following options are available.

Timekeeper  

All Timekeepers

 Select this option to include any transactions on the Dashboard widgets regardless of timekeeper.

Select Timekeepers

Select this option to filter transactions to one or more timekeepers on the Dashboard widgets.

The Timekeeper Type field indicates what type of timekeepers will be used to filter the records. If Primary, Secondary, or Originating is selected, transactions will be limited to clients with the selected timekeeper(s) assigned as the selected Report Order Timekeeper. If Working is selected, transactions will be limited based on the timekeeper assigned to the transaction.

The Timekeeper button displays a Timekeeper Lookup window, allowing one or more timekeepers to be selected. This button is dimmed and unavailable unless Select Timekeepers is selected.

Select Timekeeper Levels

Select this option to filter transactions to one or more timekeeper levels on the Dashboard widgets.

The Timekeeper Level Type field indicates what type of timekeeper(s) will be used to filter the records. If Primary, Secondary, or Originating is selected, transactions will be limited to clients with timekeepers assigned as the selected Report Order Timekeeper who are part of the selected timekeeper level(s). If Working is selected, transactions will be limited based on the timekeeper assigned to the transaction.

The Level button displays a Timekeeper Level Lookup window, allowing one or more timekeeper levels to be selected. This button is dimmed and unavailable unless Select Timekeeper Levels is selected.
 

Note: When filtering with a Timekeeper Type or Timekeeper Level Type of Working, the Cash Receipts widget only shows payments allocated to fees for the selected timekeeper(s) by payment date. Because this information is only accessible using this criteria, the values shown may not be directly comparable to reports that show receipts, including the Cash Receipts Report or Allocated Payments Report. See Knowledge Base Article R11161, “Comparing Tabs3 Report Information,” for information on comparing the dashboard values with other Tabs3 reports.
Category  

All Categories

 Select this option to include any transactions on the Dashboard widgets regardless of category.

Select Categories

Select this option to filter transactions on the Dashboard widgets to those for clients assigned to the selected categories.

The Category button displays a Category Lookup window, allowing one or more categories to be selected. This button is dimmed and unavailable unless Select Categories is selected.
Location  

All Locations

 Select this option to include any transactions on the Dashboard widgets regardless of location.

Select Locations

Select this option to filter transactions on the Dashboard widgets to those for clients assigned to the selected location(s).

The Location button displays a Location Lookup window, allowing one or more locations to be selected. This button is dimmed and unavailable unless Select Locations is selected.

The OK button can be used to accept the filters selected. The Dashboard Filter window will close and the Dashboard will refresh with the selected filters.

When a filter has been applied, a filter indicator will be shown at the top of the window for each filter item. When a filter includes more than five selections, they will be combined and hovering the mouse over the indicator will display the current filter options in a tooltip. Clicking the X next to any filter indicator will clear that filter.

The Cancel button can be used to close the Dashboard Filter window and return to the Dashboard without applying any changes.

Note: This feature requires the Platinum edition of Tabs3 Billing.