> For the complete documentation index, see [llms.txt](https://docs.elven.com/v3/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.elven.com/v3/reports/dashboard.md).

# Dashboard

Dashboard

{% hint style="info" %}
The dashboard provides a clear view of key financial metrics, such as real-time balances, asset trends, income, expenses, and profits over specified periods.&#x20;

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

The dashboard is split into two main sections:

**Treasury:** Shows real-time balances and asset trends based on account balance data.&#x20;

<figure><img src="https://3801373389-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZpsCLWkj8gJHSSvPWpHg%2Fuploads%2FKGWoLuoi6oolwecMxdRi%2Fimage.png?alt=media&amp;token=b2c84967-5b0a-4739-a170-ffadd7a6ae82" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="https://3801373389-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZpsCLWkj8gJHSSvPWpHg%2Fuploads%2FLDx4MN03VMbnBAzYwsqz%2Fimage.png?alt=media&amp;token=d36432f4-450d-41af-b0a0-cb67a288788f" alt=""><figcaption></figcaption></figure>

### Add a Chart:

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

<figure><img src="https://3801373389-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZpsCLWkj8gJHSSvPWpHg%2Fuploads%2FkBINiV0vXfiqwoY5nKE1%2Fimage.png?alt=media&amp;token=c0436626-a0ba-4341-a860-9e81de5cd2b0" alt="" width="563"><figcaption></figcaption></figure>

### 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.

<figure><img src="https://3801373389-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZpsCLWkj8gJHSSvPWpHg%2Fuploads%2FoshnFbYBXDvEgPOx10SX%2Fimage.png?alt=media&amp;token=a0d516b3-dde7-4a25-8264-5ff400d6f933" alt="" width="563"><figcaption></figcaption></figure>

### Rearrange Chart Order:

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

<figure><img src="https://3801373389-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZpsCLWkj8gJHSSvPWpHg%2Fuploads%2FAgP4hKfAo6FZ0OCsc9oY%2Fimage.png?alt=media&amp;token=dc24bfa9-8b6a-48e5-9e39-cc0b0adfda4e" alt="" width="563"><figcaption></figcaption></figure>

### 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.

<figure><img src="https://3801373389-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZpsCLWkj8gJHSSvPWpHg%2Fuploads%2FyJkYznjEDh1qtZdh2F5p%2Fimage.png?alt=media&amp;token=eee8a7dc-5792-4efb-8a27-81d27a521325" alt="" width="563"><figcaption></figcaption></figure>

### 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.

<figure><img src="https://3801373389-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZpsCLWkj8gJHSSvPWpHg%2Fuploads%2FmR9oDxIJ6xnr4Nn6nD1P%2Fimage.png?alt=media&amp;token=77442a6e-5148-45b2-89aa-1816a5737ae9" alt="" width="563"><figcaption></figcaption></figure>
