The dashboard

Visibility (panes and charts)

The different panes of the portal (essentially the options you have in the left-hand side menu of the portal) can be set to visible or hidden.

Note that there are two prerequisites for a pane to be visible

The pane should be set to visible in the portal configuration

The user should have a role for the active inbox that has the permission to use the actions of that pane

Similarly, you can toggle between hidden/visible for the different charts in the statistics

Filters (statistics and inbox)

In the statistics pane, you can filter documents based on different fields. For example, you can define a date range as the filter for your documents. Furthermore, you can choose to focus on a specific evaluation.

In general, you can define any filter of your choice. This filter needs to be a field in the data structure of the document.

Similarly, you can filter which documents you want to see in the inbox.

Timeout

For supported authentication options, we allow you to define a timeout value (in seconds). This is the time of inactivity before a user will be logged out of the system automatically.

Inbox – actions and columns

There is a broad range of actions you can perform on the documents selected in the inbox view. You can change the visibility of these options (toggle between visible/hidden). As usual, triggering an action will require the user to have a role on the active inbox with the required permissions.

In the inbox pane, you can see a number of columns in the table and some additional information when you unfold the item. You can define the sequence of these columns, add columns based on any field that is available, remove columns, push columns to below the fold, or promote columns to be visible on the top line.

Table of Dashboard Settings

Name	Description
navigation_menu	Pages visibility in the navigation bar. For statistics also turn on or off a specific graph
stats	Turn on/off statistics section
volume_timings	Turn on/off “Volume and timings” stats page
volume	Volume and timings page: turn on/off “Volume” graph
avg_time	Volume and timings page: turn on/off “Average time” graph
avg_time_review_docs	Volume and timings page: turn on/off “Average time spent by reviewer per document” graph (obsolete)
avg_time_review_fields	Volume and timings page: turn on/off “Average time spent by reviewer per field” graph
tag_frequency	Volume and timings page: turn on/off “Label frequency” graph
ml_accuracy	Turn on/off “ML accuracy” stats page
avg_accuracy	ML accuracy page: turn on/off “Average accuracy” graph
field_accuracy	ML accuracy page: turn on/off “Field Accuracy” graph
fully_accurate_docs	ML accuracy page: turn on/off “Fully Accurate Documents” graph
doc_accuracy	ML accuracy page: turn on/off “Document Accuracy” graph
precision	ML accuracy page: turn on/off “Precision (per field)” graph
recall	ML accuracy page: turn on/off “Recall (per field)” graph
F1	ML accuracy page: turn on/off “F1 (per field)” graph
confusion_matrix	ML accuracy page: turn on/off “Confusion Matrix” graph
ml_awareness	Turn on/off “ML awareness” stats page
field_awareness	ML awareness page: turn on/off “Field Awareness” graph
brier	ML awareness page: turn on/off “Brier Score” graph
automation	Turn on/off “Automation” stats page
unopened_docs_matrix	Automation page: turn on/off “Unopened Docs Matrix” graph
unopened_docs_chart	Automation page: turn on/off “Unopened Docs Chart” graph
unopened_field_matrix	Automation page: turn on/off “Unopened Fields Matrix” graph
unopened_field_chart	Automation page: turn on/off “Unopened Fields Chart” graph
unopened_docs_ratio	Automation page: turn on/off “STP vs. FP ratio (document-level)” graph
upload	Turn on/off Upload page
inbox	Turn on/off Inbox page
review	Turn on/off Review page
never_twice	Turn on/off Never twice section
list	Never twice: turn on/off “List” page
view	Never twice: turn on/off “View” page
search	Never twice: turn on/off “Search” page
studio	Turn on/off Studio section
projects	Studio: turn on/off “Projects” page
backends	Studio: turn on/off “Backends” page
formats	Studio: turn on/off “Formats” page
integrations	Studio: turn on/off “Integrations” page
input	Studio: turn on/off “Input” page (obsolete)
output	Studio: turn on/off “Output” page (obsolete)
web hooks	Studio: turn on/off “Web hooks” page
doc	Turn on/off Documentation section
manual	Turn on/off Manual page
release_notes	Turn on/off Release notes
tour	Turn on/off User Guide option
developer	Turn on/off Developer page (obsolete)
settings	Turn on/off Settings sections
dashboard	Turn on/off Dashboard settings page
review	Turn on/off Review settings page
thresholds	Turn on/off Thresholds settings page
retention	Turn on/off Retention settings page
integration	Turn on/off Integration settings page
security	Turn on/off Security settings page (obsolete)
billing	Turn on/off Billing settings page (obsolete)
api_keys	Turn on/off API keys settings page (obsolete)
samplingSTP	Turn on/off STP Sampling settings on sampling page
samplingML	Turn on/off ML Sampling settings on sampling page
user_management	Turn on/off User Management section
roles	Turn on/off Roles and Permissions page
users	Turn on/off SSO and users page
feedback	Turn on/off Feedback page
trans_editor	Turn on/off Translate editor page
dashboard_timeout (min)	Time after which user with be logged out of application in case of inactivity
show_filters	Show filters:
stats	On stats page
page_type	Page type
field	Field
date_range	Date range
correctness	Correctness
status	Status
doc_id	Doc ID
evaluation	Evaluation
inbox	On inbox page
page_type	Page type
field	Field
date_range	Date range
correctness	Correctness
status	Status
doc_id	Doc ID
automation	On Automation page
page_type	Page type
date_range	Date range
evaluation	Evaluation
show_actions	Show actions
Inbox	Inbox
new_download_feature	(obsolete)
download	Download file
download_combined	Download combined
delete_full	Delete all data
delete_personal	Delete personal data
release_lock	Release lock from document
de_escalate	De-escalate document
set_lock	Lock document
set_escalate	Escalate document
reject	Reject document
reprocess	Reprocess document
reprocess_scratch	Reprocess document from scratch
copy	Copy document
move	Move document
export	Export document
import	Import document
sequence_columns_of_inbox	Customise Inbox table
columns_headers	Specify columns of the table. Label - name which with be displayed on Inbox page, Field - field in db to present
inline_headers	Specify additional information available after clicking + icon next to the record. Label - name which with be displayed on Inbox page, Field - field in db to present
flexible_filters	Filters visible in the top bar
default_page	Page visible after login (Obsolete)
welcome_counters	Enable/disable welcome counters or inboxes on Welcome page
inbox_thumbnail_view	turn inbox page by default to thumbnail view (obsolete)
default_date_range	Default date range in inbox page. Options: Off Absolute - time range Relative - X last days
default_inbox_sorting	Sorting of documents on inbox page ASC, DESC by specified column (e.g. date)
upload_options	Upload options
document_validation	Validates whether or not the file is in the correct defined format
prediction_preview	Shows instant predictions of the file right upon upload
show_stp_flag	Turn on/off stp flag
show_samples	Show sample files that are ready to upload
show_suggested_actions	Show suggested actions after upload