Saved Report Dashboards
Reports support database-backed saved dashboards. A dashboard stores owner, visibility, report type, filters, layout name, default state, and sort order.
Creating A Dashboard
- Open
/reports. - Choose a report type such as File Access Audit, Consultation Usage, Incident Operations, SLA Health, Team Workload, or Notification Delivery.
- Apply the date and context filters.
- Click Save Dashboard. The saved dashboard appears in the report shortcut drawer.
Visibility
- Private dashboards are visible to the owner.
- Shared dashboards are visible to report users.
- Global dashboards are intended for admin-managed defaults.
New Report Views
- File Access Audit covers case-file previews, downloads, deletes, and sensitive-file access.
- Consultation Usage covers consultation requests, approvals, client/team sessions, and recording storage.
- Incident Operations covers incident statuses, severity, public updates, RCA posture, and linked-ticket pressure.
- Notification Delivery covers email, queued notification, webhook success/failure, and retry outcomes.
Permissions
view reports allows report browsing. export reports allows PDF/Excel export. manage report dashboards allows saving and deleting dashboard records.