Table of Contents
Overview
Dashboards in Trovata provide a centralized, visual view of your cash, liquidity, and financial activity. They combine key metrics, charts, and tables to help users quickly monitor performance, identify trends, and spot exceptions across accounts and time periods. They're highly configurable, allowing teams to tailor views for different roles, reporting needs, and decision-making workflows.
The below includes all Report Types available to see within a Dashboard:
Reports
General Reports
Reconciliations
Cash Positions
Statements
Forecasts
Tag-Based Report
Creating Dashboards
From within the Dashboards module, navigate to the "Edit" button in the top right corner.
Click the + sign on the tab slider at the top of the screen.
Enter in the name of your dashboard.
NOTE: Users can change this later
Using the configuration menu, select the respective "Add Report", "Add Forecast", "Add Tag", or "Add Statement" option to add reports to your dashboard.
NOTE: See the sections below to learn how to move or delete reports.
Editing Dashboards
To move a report, click the "Edit" button in the top right corner.
Click the 4-arrow icon on the report you want to move.
Next, select the "Click to move here" on the report.
To remove a report, click the "Edit" button in the top right corner.
Click the minus icon on the report you want to delete.
Next, select the "Delete" button.
Deleting Dashboards
To delete a dashboard, click the "Edit" button in the top right corner.
Click the X icon on the dashboard you want to delete.
Next, select the "Delete" button.
Best Practices
Dashboards can be tailored to different audiences by adjusting the level of detail and scope of information presented.
Detail-Level Dashboards: Designed for analysts and operational users, providing granular views of transactions, balances, and trends with interactive filters for deeper investigation.
Executive-Level Dashboards: Focus on high-level KPIs, summarized cash positions, and trend insights, delivering a concise view that enables leadership (C-Suite & Management) to quickly assess performance and make informed decisions without navigating underlying data.