Admin Dashboards

Entity Profiles and Custom Dashboards

Entity Profiles give you a detailed, customizable view of any entity in your organization. You can use them to quickly inspect an entity’s details, view related entities, and build custom dashboard layouts tailored to your team’s workflows.

Entity Profiles

When you click the Layout button on any entity in Query Builder results, the dashboard creates an Entity Profile for that entity. You can also access your most recently viewed Entity Profiles from the left pane.

The Entity Profile view has two areas:

  • Left pane: Details about the entity itself (fields, values, status)
  • Right pane: Cards showing related entities (e.g., an account’s positions, orders, or cash balances)

You can expand any related entity card into a full query by clicking the pop-out icon on that card.

Clicking an Entity Profile from the left pane returns you to the last entity of that type you viewed. It doesn’t navigate between related entities. For example, clicking the “Account” Entity Profile returns you to the last account you viewed, not to an account related to your current entity.

Customizing Dashboards

Every Entity Profile dashboard has a top bar with three tabs:

  • View: The default display of the dashboard
  • Edit: Rearrange cards, resize them, and modify their queries.
  • Settings: Reset, export, delete, or save the dashboard configuration. See Sharing Dashboard Configurations for export and import details.

Rearranging and Editing Cards

Select the Edit tab to enter edit mode. In edit mode, you can:

  • Move a card by dragging it from anywhere on the card.
  • Resize a card by dragging the handle in its lower-right corner.
  • Change what a card displays by selecting the card’s menu icon and choosing Edit Query. This opens a Query Builder linked to that card. Adjust the Select, Where, or other fields, then click Save and Back to apply your changes.
  • Change a card’s style by selecting the card’s menu icon and choosing Edit Style. You can rename the card and add conditional formatting to color-code values. For example, you could highlight an account’s maxNetLiq in green when above a threshold and red when below it.

Sharing Dashboard Configurations

You can export your dashboard layout as a JSON file and share it with team members.

To export:

  1. Select the Settings tab.
  2. Click Export Dashboard.
  3. Save the downloaded JSON file.

To import:

  1. Select Load Dashboard from the left pane.
  2. Choose the JSON configuration file.
  3. The imported dashboard appears in your left pane.

Troubleshooting

A Dashboard Card is Displaying an Error

Navigate to the Settings tab and click Reset Dashboard to restore the default configuration.

If you want to fix the card manually instead, click the pop-out icon on the broken card. This opens a Query Builder linked to that card, where you can correct the query and click Save and Back to apply the fix.