---
title: "Record Level Dashboards"
slug: "record-level-dashboards-1"
updated: 2026-10-07T17:12:04Z
published: 2026-10-29T16:31:25Z
canonical: "wiki.cobblestonesoftware.com/record-level-dashboards-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Record Level Dashboards

**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**.

![Administration page with Tab Details Setup highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/recdash-01-admin-search.png)

# 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).

![Area, Record type, New tab name, Report Designer tab type, Add tab, and an existing Report Designer tab highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/recdash-02-add-report-tab.png)

**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.

![Record Dashboard tab edit form with name, type, dashboard picker, Save and Cancel highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/recdash-03-edit-dashboard-tab.png)

# 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.

![Record Dashboard tab on a contract record showing the Contracts KPI dashboard](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/recdash-04-record-dashboard-tab.png)

**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.

![Record Sidebar Widgets with Record type, Applies to, Reset to defaults, drag handle, and visibility toggle highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/recdash-05-sidebar-widgets.png)

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open Tab Details Setup | Administration → search “Tab Details” → Tab Details Setup. |
| Add a dashboard tab | Select Area and Record type → New tab name → Report Designer tab → Add tab. |
| Choose the dashboard shown | Pencil (Rename / edit) on the tab row → select the dashboard → Save. |
| Move the dashboard tab | Drag the tab's ⠿ handle up or down. |
| Remove the dashboard tab | Click × on the tab row. |
| View the dashboard | Open a record → click the dashboard tab (for example Record Dashboard). |
| Configure sidebar widgets | Administration → Record Sidebar Widgets → set Always / When it has content / Hidden. |