Overview
In this document, we’ll be looking at the Daily Dashboard in CMPOnline. The Daily Dashboard is a centralized screen in CMPOnline that shows you statistics about the currently signed in user. The statistics include payment, billing, and documents information, as well as other relevant information about CMPOnline.
All topics discussed below are on the Daily Dashboard screen, which can be found by clicking on the CMPOnline logo at the top left of any screen in CMP.
Basic Statistics
At the top of the Daily Dashboard, you can see some key statistics that give an overview of your account. This includes three stats that relate to the entire company and four stats related specifically to your user.
Company Statistics:
- Unremitted Payments
- Unbilled Costs
- Outstanding Bills
User Statistics:
- Documents to Verify
- Reviews Due Today
- Overdue Reviews
- Past Due Arrangements
Advanced Dashboards
The second section of the Daily Dashboard includes two advanced dashboard links. One for the Billing Dashboard and another for the Debtor Payment Reporting.
Billing Dashboard
The Billing Dashboard shows the total hours billed for specific users in CMPOnline. By default, the currently signed in user is shown, though you can choose a specific user, or look at stats for all users, by selecting a different option from the Billing Performed By drop down and clicking Run Report. You can also customize the date range by selecting a different option from the Date Range drop down and clicking Run Report.
Debtor Payment Reporting
The Debtor Payment Reporting shows statistics related to debtor payments in which the specific user is the Responsible User for that particular payment. Again, similarly to the Billing Dashboard, you may select a different collector or date range using the appropriate dropdowns to refine your report.
CMPOnline News and Announcements
The last section on the daily dashboard has two expandable menus. One shows recent Case Master Online News / Industry News and the other shows the Latest Build Notes. Within the build notes menu, we can see each new release of CMPOnline, including which new features were added and what bugs were fixed.
CMPOnline also sends an enhancement announcement to all clients at the end of each month which compiles all of the enhancements for that month into a single document for easy reference.
