> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt > Use this file to discover all available pages before exploring further. # Dashboard > Provides an overview of key financial metrics, accounting activities, and organizational spending. Customize dashboard views to monitor financial performance, accounting operations, and business trends. ## Create a New Dashboard A D Nav A D Dash List A D New Dash A D Info Dash Select **Save** to complete or **Cancel** to exit without saving changes. ## Dashboard Actions A D Actions * **Refresh icon**: Refresh the information of the dashboard * **Export icon**: Export the data  * **Duplicate icon**: Duplicate the dashboard  ## Create a New Chart A D Add Chart AD Select C A D Info Select **Save** to complete the chart or **Cancel** to exit without saving.  ## Chart Functions Select a chart to interact with its functions using the following icons. ### Refresh A D Refresh Select the **Refresh** icon to update the dashboard with the latest data. ### Filter A D Filter Use the **Filter** icon to filter chart data by category. Select a category to apply or remove it. ### Additional Functions A D Adtnl Functions Select the dotted icon to view additional functions. * **Edit Chart:** Modify chart settings, data, or display options. * **View Detail:** View the underlying data used to generate the chart. * **Export CSV:** Export the chart data as a CSV file. * **Copy to Clipboard:** Copy an image of the chart to the clipboard. * **Delete**: Remove the selected chart from the dashboard ## Task List A centralized location to assign, track status, and monitor progress of tasks. ### Refresh A D Refresh T Select the **Refresh** icon to update the task list. ### Filter A D Filter T Select the **Filter** icon to filter results by assignee and status. ### Column A D Column T Select the **Column** icon to toggle view of desired columns in task list. Select **Show All** to select all columns at once. ## Add Task Create and assign new tasks for tracking and completion. A D Add Task A D Task C Select **Save** to complete or **Cancel** to exit without saving changes.  ## View Alerts View system-generated alerts and notifications related to module activities, requests, approvals, and pending actions. A D Alerts Alerts can be accessed from the dashboard **Alerts** section or the **Notifications** icon in the application header.