Dashboard

Your command center for viewing, filtering, and managing all entries. Navigate here with Ctrl+2.

View Modes

The Dashboard offers three ways to view your entries. Switch between them using the toggle buttons in the toolbar — your last selection is remembered across sessions.

Dashboard Card View Screenshot of the Dashboard in Card View showing entry cards with status badges, due dates, and tags

Card View

Visual cards arranged in a responsive grid. Each card displays the reference number, tags, status badge, due date, customer name, and key fields at a glance. Click any card to open the Entry Detail Window for a full view of that entry.

Dashboard Table View Screenshot of the Dashboard in Table View with sortable columns and multi-select

Table View

A full DataGrid with sortable columns for every field. Double-click any row to open the Entry Detail Window. Right-click a row to access the context menu with all available actions. Table View supports multi-select for bulk actions using Ctrl+Click or Shift+Click.

Timeline View

Entries grouped chronologically into sections: Today, Yesterday, This Week, and Earlier. Click any entry to open its detail view. This mode is useful for reviewing recent activity and seeing what changed when.

Tip Your view preference persists across navigation and sessions. If you always work in Table View, GlyphFex will open the Dashboard in Table View every time.

Search

The search bar provides instant, full-text filtering across all entry data.

Press Ctrl+F to focus the search box from anywhere on the Dashboard
Searches across: Reference Number, Comments, Tags, Status, Built-in fields, and Custom fields
Results update as you type with a 250ms debounce — no need to press Enter
Matching is case-insensitive and uses substring matching (e.g., searching steel matches Stainless Steel)
Press Escape to clear the search and show all entries again

Tip Search works together with filters. If you have a status filter active and then search, the results are narrowed to entries matching both the filter and the search term.

Filters

Filters let you narrow the Dashboard to exactly the entries you need. Multiple filters can be combined, and all filtering is performed at the database level for fast results even with thousands of entries.

Dashboard Filters Screenshot of the Dashboard toolbar showing status filter, due date filter, tag toggles, and filter chips

Status Filter

Filter by pipeline stage to see only entries in a specific part of your workflow. For example, show only entries in In Production or Quality Check. Select a stage from the status dropdown in the toolbar.

Due Date Filter

Focus on time-sensitive work with the due date dropdown:

All — No date filtering
Overdue — Entries past their due date
Due Today — Entries due today
This Week — Entries due within the current week
Next 7 Days — Entries due in the next 7 calendar days
This Month — Entries due within the current month
Has Date — Any entry with a due date set
No Date — Entries without a due date

Tag Filters

Toggle tag buttons to filter by specific tags. Filtering uses AND logic across categories — for example, selecting Material = Steel and Process = Welding shows only entries that have both tags. This lets you drill down to very specific subsets of work.

Saved Filters

Save commonly used filter combinations as named presets with color-coded dots. Once saved, they appear as quick-access buttons below the toolbar. Click any saved filter to apply its full set of criteria instantly.

Tip Saved filters are great for recurring views like "Rush orders in production" or "Customer X — open quotes." Create them once and access them with a single click.

Filter Chips

When filters are active, they appear as removable pills (chips) below the toolbar. Each chip shows the active filter criterion. Click the X on any chip to remove that specific filter without clearing everything else.

Filter Persistence

Your filter state is preserved when you navigate away from the Dashboard and return. If you go to the Entry page to create a new job and come back, your filters are exactly where you left them.

Sorting & Pagination

Control the order and quantity of entries displayed on each page.

Sort Options

Newest First — Most recently created entries at the top
Oldest First — Oldest entries at the top
Ref# A–Z — Alphabetical by reference number
Ref# Z–A — Reverse alphabetical by reference number
Last Modified — Most recently edited entries at the top
Due Date (Early → Late) — Soonest due dates first
Due Date (Late → Early) — Furthest due dates first
Status — Grouped by pipeline stage in pipeline order

Pagination

Choose how many entries to display per page: 25, 50, 100, or 250. Use the Previous and Next buttons to navigate between pages. The current page number and total count are displayed in the toolbar.

Note All sorting and pagination is performed at the database level (SQL), not in memory. This means performance remains fast even with thousands of entries.

Analytics Panel

The analytics panel sits above the entry list and provides an at-a-glance summary of your project.

Analytics Panel & Pipeline Bar Screenshot of the analytics summary cards and stacked pipeline bar chart

Clickable Summary Cards

These cards act as quick filters. Click any one to instantly filter the Dashboard to matching entries:

Total entries — Shows the full count; click to clear all filters
Created this week — Entries created in the current week
Overdue — Entries past their due date
Due soon — Entries due within the next few days
Per-stage counts — One card per pipeline stage showing the number of entries in that stage
Stale entries — Entries that have been sitting in the same stage longer than the configured stale threshold
Expired quotes — Quoting-stage entries past their quote validity date

Value Cards (Non-clickable)

These display aggregated data and are informational only:

Total estimated value — Sum of all entry values
Per-stage value — Value breakdown by pipeline stage
Total hours — Sum of estimated hours across entries
Numeric field sums — Totals for any numeric custom fields

Pipeline Bar

A horizontal stacked bar chart showing the distribution of entries across pipeline stages. Each segment is color-coded to match the stage. Click any segment to filter the Dashboard to entries in that stage.

Tip The analytics panel gives you a high-level health check of your project without leaving the Dashboard. Use the clickable cards to quickly drill into problem areas like overdue or stale entries.

Bulk Actions

When you need to update many entries at once, bulk actions save significant time. They are available in Table View when two or more entries are selected.

Selecting Multiple Entries

Ctrl+Click — Add or remove individual entries from the selection
Shift+Click — Select a range of entries between the last selected and the clicked row
Select All button — Selects all entries on the current page

Available Bulk Actions

Change Status — Apply a new pipeline stage to all selected entries at once. Each entry's stage transition is recorded in the audit trail.
Delete — Soft-delete all selected entries, moving them to the recycle bin. They can be restored later.
Archive — Archive all selected entries, hiding them from the default Dashboard view while preserving them in the database.

Warning Bulk actions affect all selected entries immediately. Double-check your selection before applying a status change or deletion, especially when working with large datasets.

Entry Actions

Right-click any entry (or use the context menu button on a card) to access the full set of actions available for a single entry.

Action	Description
Edit	Navigate to the Entry page with this entry loaded for editing
Open Detail	Open the floating Entry Detail Window for a quick read-only view with attachments, linked entries, and stage timeline
Audit Trail	View the complete change history for this entry — every field change, status update, and tag modification with timestamps and user names
Delete	Move the entry to the recycle bin (soft delete). If hard delete is enabled in settings, the entry is permanently removed.
Duplicate	Create a new entry pre-filled with all the data from this one — tags, fields, custom fields, and comments. The new entry gets a fresh reference number.
Repeat Job	Similar to duplicate, but clears the comments field and resets the pipeline status to the first stage. Ideal for recurring jobs.
Print	Export the entry as a detailed PDF document and open it in your default PDF viewer
Print Traveler	Generate a job traveler PDF with a QR code that links back to the entry
Change Status	Quick flyout showing all pipeline stages — click one to move the entry to that stage without opening the full editor
Copy Ref Number	Copy the reference number to the clipboard for pasting into emails, purchase orders, or other systems
Archive / Unarchive	Move the entry to or from the archive. Archived entries are hidden from the default view but fully preserved.

Tip The Repeat Job action is particularly useful in shops that run the same part repeatedly. It copies all configuration (tags, fields, customer) but starts fresh with a clean comments section and the first pipeline stage.

Recycle Bin & Archive

GlyphFex provides two mechanisms for managing entries you no longer need in your active view.

Recycle Bin

When you delete an entry, it is soft-deleted — removed from the active view but still stored in the database. To see deleted entries:

Click the Recycle Bin toggle button in the toolbar
Deleted entries appear with a visual indicator
Right-click a deleted entry to Restore it, view its audit trail, or see when and by whom it was deleted

Auto-Archive

You can configure GlyphFex to automatically archive entries that have been in a completed stage for a certain number of days. Set this up in Settings > Archive within the Settings Hub.

Note Both the recycle bin and archive use toggle buttons in the Dashboard toolbar. When toggled on, the relevant entries appear alongside your active entries. When toggled off (the default), they are hidden from view.

Auto-Refresh (Multi-User)

When your project is connected to a SQL Server database (team mode), the Dashboard automatically refreshes to keep everyone in sync.

The Dashboard checks for changes every 10 seconds
Uses a lightweight approach: queries only MAX(LastModifiedAt) first, and performs a full data reload only if something has actually changed
This ensures all team members see the latest data — new entries, status changes, and edits appear automatically without manual refresh

You can also trigger a manual refresh at any time:

Press F5 to refresh
Press Ctrl+R to refresh

Tip In single-user (Solo) mode, auto-refresh is not needed because you are the only one making changes. The Dashboard updates immediately after you save or modify an entry.

Dashboard Exports

Export your Dashboard data in multiple formats. All exports respect your current filters and search — what you see on screen is what gets exported.

Format	Shortcut	Description
CSV	`Ctrl`+`E`	Comma-separated values file. Opens in Excel, Google Sheets, or any spreadsheet application. Includes all visible columns.
Excel	—	Formatted `.xlsx` file with proper column widths and headers
QuickBooks	—	Invoice import format compatible with QuickBooks accounting software
PDF Report	—	Summary report with a description of active filters, an entry table, and project statistics
Full Project ZIP	`Ctrl`+`Shift`+`E`	Complete data export containing `entries.csv`, `audit.csv`, and `categories.csv` in a single ZIP archive

Access export options from File > Export in the menu bar, or use the keyboard shortcuts listed above.

Note Exports include only the entries matching your current filters and search. To export everything, clear all filters first. The Full Project ZIP always exports all entries regardless of filters.

Keyboard Shortcuts

Speed up your Dashboard workflow with these keyboard shortcuts:

Shortcut	Action
`Ctrl`+`2`	Navigate to the Dashboard from any page
`Ctrl`+`F`	Focus the search box
`Ctrl`+`E`	Export filtered entries to CSV
`Ctrl`+`Shift`+`E`	Export full project as ZIP
`F5` / `Ctrl`+`R`	Refresh the Dashboard
`Escape`	Clear the search box
`Ctrl`+`K`	Open the Command Palette

Tip Press Ctrl+K to open the Command Palette, then type what you want to do. The palette provides quick access to every page, dialog, and action in GlyphFex.

Next Steps

Now that you know your way around the Dashboard, explore these related topics:

Entries & Forms — Learn about entry fields, tags, templates, attachments, and linked entries
Analytics — Dive deeper into KPI cards, charts, SLA compliance tracking, and bottleneck analysis
Pipeline & Workflow — Configure pipeline stages, SLA targets, stale thresholds, and multi-pipeline support
Exports & Reports — Detailed guide to CSV, PDF, and full project exports
Configuration — Set up auto-archive, saved filters, and all other project settings