Elven Docs
English
English
  • Getting Started
  • System Configuration
    • Getting started with Elven
    • Project and Entities
      • Choose an Accounting Start Date
    • Inviting team members
    • Viewing activity logs
  • Financial Configuration
    • Configure Chart of Accounts
    • Configure Journal types
    • Configure Auxiliary Accounting
    • Setting Account Opening Balance
  • ACOUNT MANAGEMENT
    • Importing account balances
    • Importing transactions
      • Importing derivatives transactions
    • Verifying account balances
    • Counterparty Accounts Management
      • Managing counterparties
      • Automated counterparty identification
  • Transactions management
    • Transactions overview
  • Bookkeeping
    • Accounting with transaction data
      • Tagging of transactions
      • Rule based tagging
    • Accounting with business data
      • Importing business data using API
      • Importing business data with CSV file
      • Automated bookkeeping of business data
  • ASSETS AND VALUATIONS
    • Assets management
      • Add tokens via smart contract
      • Customising price feeds for assets
    • Fair value of Crypto assets and adjustments
    • Currency exchange (FX) PnL adjustment
    • Derivatives unrealized PnL adjustment
    • Broker business inventory management
  • RECONCILIATION
    • Transaction Reconciliation
  • REPORTS
    • Trial balance
    • Account Balance sheet
    • Financial statements
    • Crypto assets disclosure form
    • Dashboard
  • OpenAPI
    • Obtaining API Authorization
    • Import Business Data
    • Create Account
    • Query Account
    • Create Source
    • Query Source
    • Import Transfer
    • Import Trade
    • Import Gain/Loss
    • Import Account Balances
    • Import Price
    • Query Platform
    • Query Currency
    • Timezone
Powered by GitBook
On this page
  • Add a Chart:
  • Edit/Delete a Chart:
  • Rearrange Chart Order:
  • Temporarily Change Chart Filters:
  • Modify Summary Metrics:

Was this helpful?

  1. REPORTS

Dashboard

Dashboard

PreviousCrypto assets disclosure formNextObtaining API Authorization

Last updated 8 months ago

Was this helpful?

The dashboard provides a clear view of key financial metrics, such as real-time balances, asset trends, income, expenses, and profits over specified periods.

Its visual format allows you to quickly assess your financial health, enabling faster, data-driven decision-making.

The dashboard is split into two main sections:

Treasury: Shows real-time balances and asset trends based on account balance data.

Reports: Displays income, profits, and asset distribution trends based on financial reports.

  • You can set Period and Date Range at the top, all charts will update accordingly.

Add a Chart:

Click on Add Chart to configure a chart according to your needs.

Edit/Delete a Chart:

Click the chart’s More button and select Edit to modify an existing chart.

If you no longer need a chart, you can delete it.

Rearrange Chart Order:

Hover over the drag icon at the top of the chart, then drag and drop to change the order.

Temporarily Change Chart Filters:

  • While viewing a chart, you can temporarily modify settings like time range or currency to quickly analyze the data.

  • These changes won’t be saved. If you want the modified settings to be applied by default in the future, you’ll need to edit the chart.

Modify Summary Metrics:

You can change the summary information displayed at the top of the Reports section.

Click the More button to select the metrics you want to view.