Transcript
A few invoices are in DocReveal. Now we want one screen that keeps showing the essentials.
Two roles
Dashboards have two sides. A tenant administrator designs them. Everyone else in your tenant reads them.
What Dashboard Manager is
This is Dashboard Manager — where dashboards are designed and managed. Overview lists them, Designer builds them, Datasets shows what they can be built from.
Name and description
Start with New dashboard. You give it a name and, if you want, a short description for your colleagues — those two are yours to write.
Where the datasets come from
Then you choose the data. What is offered depends entirely on which documents you have imported — datasets appear on their own after every analytics run.
Four kinds of dataset
The four chips split them by kind: Canonical DataSets hold the business fields, Canonical AuditSets the processing history behind them, and ParseSets and UserSets the rest. For an invoice dashboard we take Canonical Invoice Data — up to eight datasets can go into one dashboard.
It starts as a draft
Create dashboard, and it exists — as a draft. Draft means it is yours alone. Nobody else in your tenant can see it yet.
The designer, and one warning
The Designer tab opens an embedded design canvas over your chosen dataset. One warning worth remembering: the Publish button inside that canvas is not yours. It belongs to the embedded tool and makes a copy your readers will never see. The button you want is Publish to DocReveal, above it.
Add a visual
Add a visual and choose its type. We keep this one a table — the point is the data, not the decoration.
Choose the columns
Now drag in the fields. Every column of Canonical Invoice Data is here, named exactly as DocReveal extracted it. Document language, document number, issue date — and the table fills in with the invoices you uploaded.
A table is the simple choice
A table is the simple choice. The same fields would drive a bar chart, a line, a pie, a KPI tile — whatever the question needs.
Publish to DocReveal
Then Publish to DocReveal. That is the step that turns a private draft into something your whole tenant can open.
What publishing did
The badge flips to Published, the counter moves, and an Open viewer link appears. Publishing is reversible — unpublish and the dashboard goes back to being a draft, without losing your work.
Managing them in Overview
Back in Overview, both dashboards are listed with their datasets, their status and when they were published. This is where you reorder them, unpublish, or delete.
Where everyone else sees it
And here is the other side. The chart button in the header opens every published dashboard, one tab each. No design tools, no queries — the data, refreshed with every analytics run.
Design it once. Everyone reads it. That is DocReveal.