The Tandem account Home page provides a quick and easy way to view high level statistics of your IP portfolio.
- To access the dashboard at any time within Tandem, click the Home module.
- The charts will not automatically refresh if new data becomes available. To refresh the data, click the Refresh icon.
- Six tiles are available to show charts based on data in your account. To change the information shown in a tile, click the Pencil icon.
- Select the Data you wish to show from the dropdown.
- Choose the Type for the display you wish to see. Note that some data can only be shown in tables so not all display options may be available for each selection.
- Click the Ok button. Any changes you make will be saved and restored the next time you access the page.
- To view the records that generated a particular element in a chart, such as a segment of a pie chart, simply click on the Element. This will take you to the appropriate module (Tasks, Matters, or Contacts) with the records shown.
- To download a PNG image of a chart, click on the PNG link.
- To download a CSV spreadsheet of the data used to generate a chart, click on the CSV link.
