Custom dashboard views

Outcome

You can build a dashboard view that reflects how your team works, save it, share it with the role group, and switch between views with one click.

Prerequisites

Scope	What it lets you do
reports.read.financial / .operational	View widgets
reports.dashboard.write	Save / share views

What a view is

A view is a saved combination of:

Element	Saved per view
Selected widgets	Which tiles, charts, panels.
Layout	Position and size.
Filters	Date range, facility, payer, program.
Refresh cadence	Per-tile or global.
Sharing	Private / role-shared / tenant-shared.

Views are URL-addressable (/dashboard?view=billing-daily), so you can deep-link.

Default views (out of the box)

View	Audience
Billing — daily	Clerks: AR, DAR, denials, timely-filing, exceptions.
Posting — daily	Posters: receivables backlog, exceptions, auto-match rate.
AR analyst	Analysts: aging, days-in-AR, payer trend, 276 responses.
Supervisor	KPIs + approval queues + team queue lengths.
Patient billing	Patient AR, statement runs, bounces.

Building a view

1. View picker → New view. The platform clones your current view as the starting point.

2. Add widgets from the picker. Drag to position; resize handles in the corners.

3. Set filters (top-of-page). Filters cascade to all widgets unless a widget overrides.

4. Save. Name + sharing scope:

   Sharing	Effect
   Private	Only you.
   Role-shared	Everyone with the same role(s).
   Tenant-shared	Everyone in the tenant.

5. Pin to your default. The picker has a Default checkbox; the view loads first when you sign in.

Editing a shared view

Tenants typically gate edits on shared views to a supervisor scope. Editing rules:

• The owner can always edit.
• Co-owners (added in Sharing) can edit.
• Read-only sharing is the default for everyone else.

Changes propagate immediately; everyone using the view sees the new shape.

Examples

Supervisor: Approval queue + KPIs

Pin:

• Pending appeals (queue widget filtered to AWAITING_APPROVAL).
• Pending write-offs (queue widget).
• DAR trend.
• Denial rate trend.
• Auto-correction success rate.

Posting clerk: Backlog watcher

Pin:

• Receivables RECEIVED count.
• Receivables EXCEPTIONS count.
• Auto-match rate (last 7 days).
• Manual-match rate.
• Variance tags trend.

AR analyst: Aging + 276

Pin:

• AR aging bucket bars.
• 276 sent today / 276 responses today.
• Top aged claims by dollar.
• Timely-filing alerts.

Validation

Check	Expected
New view persists across sessions	Yes.
Sharing scope is honored	Yes.
Pinned default loads on sign-in	Yes.
URL ?view= deep-links	Yes.

Troubleshooting

Symptom	Cause	Fix
Save fails with permission error	You lack reports.dashboard.write	Ask admin.
Widget added but blank	Widget needs a scope you don't have	Drop it; ask admin to add scope or pick a different widget.
Default doesn't load	Browser cache	Hard refresh; check the picker's Default state.
Co-edit conflict	Two editors saved at once	The platform shows the conflict; pick the merge.

Where to next

• 8.3 — Scheduled email — push the view to your inbox.
• 8.4 — Drill-through & export — follow widgets into lists and outside the app.