COBBLESTONE SOFTWARE

Contract Insight — User Guide

Record Level Dashboards

03. Admin User Manual › Record Details Tab Setup › Record Level Dashboards

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

A record level dashboard is a tab on a record's page that displays a dashboard (KPI tiles and charts) built in the Report Designer. Dashboard tabs are added in Administration → Tab Details Setup as a Report Designer tab, and each one is linked to a single dashboard, such as Contracts KPI.

For example, the Contracts → Default layout includes a Record Dashboard tab linked to Contracts KPI. It appears on contract records after the standard tabs (Record Details, Subtables, Attachments & Templates, and so on).

Record-scoped summary panels, such as the current stage, risk register, and status history, are configured separately in Administration → Record Sidebar Widgets (see Section 7).

2. Key Elements

• Tab Details Setup: the tab type list offers Docks tab and Report Designer tab. Report Designer tabs show a Report Designer badge and the name of the linked dashboard instead of a dock count.
• Rename / edit (pencil): sets the tab name, type, and which dashboard it shows (for example Amendment Stats, CobbleStone Contract Dashboard, Contracts KPI, or Contracts Tracking Metrics).
• The dashboard tab appears on every record that uses the layout. Record types marked “uses Default” inherit it from the Default layout.
• Record Sidebar Widgets: controls the record-scoped panels in the right-hand sidebar (Record summary, Notices and alerts, Current record stage, Risk register, Related records, Status history, and Sections).

3. Navigating to Tab Details Setup

1. From the Contract Insight homepage, click the Administration icon at the bottom of the left navigation bar.
2. In the Search administration box, type Tab Details.
3. Click Tab Details Setup.

4. Adding a Record Level Dashboard Tab

1. In Tab Details Setup, select the Area (for example Contracts) and the Record type. Choose Default to add the dashboard to every type that uses the default layout.
2. Enter a name in New tab name (for example Contract KPIs).
3. Change the tab type from Docks tab to Report Designer tab.
4. Click Add tab. The new tab appears in the list with a Report Designer badge.
5. Choose which dashboard the tab shows (see Section 5).

Note: Drag the tab by its handle (⠿) to change where it appears among the record's tabs.

5. Choosing or Changing the Dashboard

1. On the dashboard tab's row, click the Rename / edit (pencil) button.
2. Update the tab name if needed, and confirm the type is Report Designer.
3. Click the dashboard drop-down and select the dashboard to display. Type in the search box to filter the list.
4. Click Save, or click Cancel to discard the change.

6. Viewing the Dashboard on a Record

1. Open a record in the area (for example, a contract from the Contracts list).
2. Click the dashboard tab (for example Record Dashboard). Use the arrows at either end of the tab bar if the tab is scrolled out of view.
3. The linked dashboard's tiles and charts load in the tab.

Note: The tab shows whatever the linked dashboard calculates. In the example above, the Contracts KPI widgets show system-wide totals (all contracts), not just the open record. To show record-specific figures, link the tab to a dashboard whose widgets are filtered accordingly.

7. Record Sidebar Widgets (Related Setting)

1. From the Contract Insight homepage, click Administration and open Record Sidebar Widgets.
2. Select the Record type (area) and choose what it Applies to (all types, or a specific type).
3. For each widget, choose Always, When it has content, or Hidden. Drag widgets by their handle to change their order in the sidebar.
4. Click Reset to defaults to restore the default widgets.

8. Quick Reference Summary