Release Date: July 30, 2026

Area – Main Dashboard

To view the How-To guide, go here.

Purpose

The Main Dashboard has been enhanced to make it easier for users to search, filter, customize, export, and monitor project items across their projects.

New Features Added

Filters

A new Filters option has been added to the dashboard.

Users can now filter dashboard results using:

  • Dashboard View
  • Activity Since
  • Only Awaiting My Attention
  • Only Overdue
  • Search
  • Project
  • Item Type
  • Posted On date range
  • Last Action date range
  • Final Due Date range

This gives users more control over the dashboard results and helps them quickly narrow down items that require review or action.

Customize View

The Customize View option has been updated to support dashboard personalization.

Users can now:

  • Reorder dashboard columns
  • Manage saved views
  • Copy views to projects
  • Set a default view
  • Share or delete custom views, based on available permissions

Saved views allow users to keep commonly used dashboard layouts instead of rebuilding the same view each time.

Column Reordering

Users can now reorder dashboard columns by dragging column headers into their preferred positions.

This allows each user to organize the dashboard based on the information most important to their workflow.

Export

A dashboard export option has been added.

The export generates a formatted Excel file based on the current dashboard view and selected filters.

This is useful for reporting, offline review, and sharing dashboard information outside eComm.

Email Subscription

Users can now subscribe to dashboard views by email.

Subscription options include:

  • Weekly schedule
  • Monthly schedule
  • Day of week or day of month
  • Delivery time

This allows users to receive dashboard information automatically without manually checking the dashboard.