> For the complete documentation index, see [llms.txt](https://developer.emporix.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://developer.emporix.io/document-intake-cockpit/cockpit-views/dashboard.md).

# Dashboard

The Dashboard shows document workflow and email inbox health across your tenant. Open assigned work and customize or publish the widget layout.

Use the **Dashboard** view to check document workflow and email inbox health for your tenant. Open **Inbox** → **Dashboard** in the side menu.

{% hint style="info" %}
[Access Configuration](/document-intake-cockpit/configuration/access-configuration.md) can hide or disable **Dashboard** under **Inbox**.
{% endhint %}

The dashboard displays data for a selected period. Choose **Today**, **This week**, **This month**, or **Last 30 days**. The default is **This week**. The selected period changes the document KPI cards and the documents included in **Document status (recent)**. It does not change the email KPI cards or **Requires my attention**.

<figure><img src="https://1808414410-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPBaf05o2vgbdikMFDTyz%2Fuploads%2Fgit-blob-498480e32397055c19f850fe8f629ee1bc416d90%2Fdocument_intake_cockpit_dashboard_period.png?alt=media" alt="Dashboard reporting period menu"><figcaption><p>Document Intake Dashboard with reporting periods menu</p></figcaption></figure>

## Default widgets

The built-in layout includes these widgets:

* **Documents** – number of updated documents
* **In workflow** – number of updated documents that remained in a non-terminal workflow status, plus their share of updated documents
* **Completed** – number of updated documents that reached a terminal workflow status, plus their share of updated documents
* **Validation errors** – number of updated documents that had validation issues, plus their share of updated documents
* **Total emails** – number of inbox messages
* **Unread emails** – number of inbox messages that have not been opened, plus their share of inbox messages
* **Read emails** – number of inbox messages that have been opened, plus their share of inbox messages
* **Requires my attention** – documents assigned to you or your groups, plus documents you cover through [Substitutions](/document-intake-cockpit/configuration/substitutions.md)
* **Document status (recent)** – a sample of recently updated documents grouped by current workflow status; the note below the chart shows the sample size and total number of updated documents

**In workflow** and **Completed** follow the **Terminal** setting in [State Transition](/document-intake-cockpit/configuration/state-transition.md). Every terminal status counts toward **Completed**, including outcomes such as **Rejected**.

<figure><img src="https://1808414410-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPBaf05o2vgbdikMFDTyz%2Fuploads%2Fgit-blob-62463c231f254d68a6ab958e4bb76ab499981249%2Fdocument_intake_cockpit_dashboard.png?alt=media" alt="Dashboard"><figcaption><p>Example Dashboard</p></figcaption></figure>

## Requires my attention

**Requires my attention** lists documents assigned to you or your groups, across document types. It also includes work you cover through [Substitutions](/document-intake-cockpit/configuration/substitutions.md). When the substitution **User** is a person, that means the person's direct assignments, not that person's group assignments. When the substitution **User** is a **Group**, that means documents assigned to that group. When workflow statuses exist, the list includes only non-terminal statuses.

Select a row to open the document. When at least one such document is in the widget, select **View all assigned to me**. That opens [Documents](/document-intake-cockpit/cockpit-views/documents.md) with the **Assigned to me** filter and the first configured document type selected. The **Documents** view is scoped to one document type and is not filtered by status, so the list can differ from the widget.

{% hint style="info" %}
This widget is not the same as the **Requires my attention** tab on the document validation panel. That tab lists validation issues on a single document. See [Managing Documents](/document-intake-cockpit/cockpit-views/managing-a-document.md).
{% endhint %}

## Customizing the layout

{% hint style="info" %}
**Customize** is available on desktop. On mobile, widgets stack automatically and the layout cannot be rearranged.
{% endhint %}

In the **Dashboard**, select **Customize** to change which widgets appear and how they are arranged. Select **Add widget...** to add a widget, including **Recent documents**, or use the remove control to remove one. Drag widgets to move them, and resize them as needed. A layout saved in the browser overrides the tenant layout.

**Recent documents** is not part of the built-in layout. After you add it, select one of its rows to open the document.

When you finish arranging widgets, choose how to apply the layout:

* **Save custom** – Save the layout in this browser.
* **Save global** – Publish the layout for the tenant when this action is visible.
* **Reset to defaults** – Immediately remove the browser-local layout and show the built-in layout.

Select **Back** to leave customize mode without saving or reverting the current arrangement. Unsaved changes remain while you stay on **Dashboard** and are discarded after you navigate away.

{% hint style="warning" %}
**Reset to defaults** takes effect without confirmation. If **Save global** is visible, reset also immediately publishes the built-in layout for the tenant. Without this permission, reset removes only your local override, so the tenant layout may appear again when you revisit **Dashboard**.
{% endhint %}

If dashboard data or a layout fails to load, select **Retry** when offered. If saving a layout fails, dismiss the error message and try saving the layout again.

<figure><img src="https://1808414410-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPBaf05o2vgbdikMFDTyz%2Fuploads%2Fgit-blob-55e78444493295467ff4c4bb39c1d1ad8d0cc7f4%2Fdocument_intake_cockpit_dashboard_customize.png?alt=media" alt="Dashboard customize mode"><figcaption><p>Dashboard customize mode</p></figcaption></figure>


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