The Custom View<\/b> feature allows users to create a personalized dashboard within an entity’s profile, displaying the most relevant charts and information in a new tab. This is useful if you consistently look at the same selected charts at each tab. It also avoids switching between tabs on the same entity profile.<\/p>\n
How to use:<\/b><\/p>\n\n- Go to the Analyze<\/b> section of the side menu.<\/li>\n
- Type the name of an applicant or a law firm in the name search bar.<\/li>\n
- Select Applicant <\/b>or Law Firm<\/b>, depending what you wish to analyze.<\/li>\n
- Click the arrow at the end of the name search bar to load the profile.<\/li>\n
- On the profile, switch to the Custom View <\/b>tab.<\/li>\n
- Click Add View<\/b>. You can rename the view.<\/li>\n
- Switch to the different tabs of the entity\u2019s profile to select the charts to be added to the view. Click + on the top right corner of every chart to add to the preferred Custom View<\/b>.<\/li>\n
- You can refer to the same charts in your preferred Custom View<\/b> for subsequent analysis.<\/li>\n<\/ol>\n
Note: Custom Views are created independently for Law Firms and Applicants.<\/p>\n
Use case:<\/b><\/p>\n<\/div>