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Documentation Index

Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt

Use this file to discover all available pages before exploring further.

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How to Build Dashboards

Dashboards give you a live, visual view of financial data by combining saved reports, metrics, and charts on a single screen. You build a dashboard once, share it with your team, and the data refreshes automatically.

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Create a Dashboard

Navigate to Reporting → Dashboards and click New Dashboard. Give the dashboard a name and choose a layout:
  • 1-column: a single vertical stack, suited for presentation mode or embedding.
  • 2-column: side-by-side tiles, suited for comparing two related views.
  • 3-column grid: a dense layout for operational dashboards with many metrics.
You can change the layout later without losing tiles. Each layout is responsive - tiles reflow to fit the viewer’s screen size while maintaining the general arrangement. You also set an optional description that appears at the top of the dashboard to provide context for viewers, such as “Monthly close KPIs for the North America entity” or “Weekly cash position summary.”

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Add Tiles

Each tile on the dashboard is one of three types: a metric, a chart, or a report table. You add tiles by clicking Add Tile and selecting the type. Each tile occupies one cell in the layout grid, and you rearrange tiles by dragging them to a new position.

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Metric Tiles

A metric tile displays a single number with a trend indicator. You pick a measure - for example, total AR balance, cash position, or revenue month-to-date - and DualEntry displays the current value alongside a comparison to the prior period. The comparison shows the dollar and percentage change. You configure the comparison period (prior month, prior quarter, or prior year) and the number format (currency, percentage, or plain number) for each metric tile independently.

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Chart Tiles

A chart tile visualizes data from a saved report. You select the report and choose a chart type: bar, line, or pie. DualEntry renders the report data in the selected format. When the underlying report data changes, the chart updates on the next dashboard refresh. You configure the axis labels, legend position, and color scheme for each chart tile.

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Report Tiles

A report tile embeds a saved report table directly on the dashboard. You see the same rows and columns as the full report view, scrollable within the tile. This is useful for detail-level data you want visible alongside summary metrics. You configure the number of visible rows and choose whether to display the full column set or a subset of key columns.

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Configure Refresh Cadence

Dashboards refresh data every time you open them. For dashboards that stay open throughout the day, you set an auto-refresh interval: every 5 minutes, 15 minutes, or 1 hour. The interval applies to all tiles on the dashboard. You choose the interval based on how frequently the underlying data changes and how current you need the view to be. For a cash position dashboard that tracks intraday bank activity, a 5-minute interval keeps the display current. For a monthly close dashboard that changes only during the close window, refreshing on load is sufficient. You change the interval at any time from the dashboard settings without affecting tile configuration.
Auto-refresh pulls the latest posted data from the general ledger. Draft or unposted transactions do not appear unless you explicitly include them in the underlying report filters.

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Share a Dashboard

You share a dashboard with specific users, roles, or the entire organization. Viewers see data filtered to their own permissions - a user with access to only one entity sees only that entity’s data, even on a multi-entity dashboard. To share, open the dashboard and click Share. Select the users or roles and choose view-only or edit access. Edit access lets recipients add or rearrange tiles. You revoke access at any time from the same sharing panel. DualEntry logs all sharing changes in the audit trail, so you can review who has access and when access was granted or removed.

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Embed a Dashboard

You can generate an embed URL to display a dashboard outside of DualEntry - in Slack, Notion, or an internal portal. Navigate to the dashboard settings and click Generate Embed URL. The embed respects the same permission model as in-app sharing. The embedded dashboard renders in an iframe and supports the same auto-refresh cadence you configure in the dashboard settings. Viewers who access the embed must authenticate with their DualEntry credentials, ensuring that data permissions are enforced even outside the application. You regenerate or revoke the embed URL at any time from the dashboard settings if you need to disable external access.
Embedding requires the embed add-on. Contact your account administrator to enable it.
For building the saved reports that power dashboard tiles, see the custom report builder. For a reference on the standard financial statements available as report sources, see standard financial statements.
Last modified on May 28, 2026