Neos Dashboards contain Standard Tiles that have been predefined. When a Standard Tile is added to your dashboard, your firm's information will be populated using the set criteria. Each Standard Tile is described below in more detail and includes a sample of visually represented data. Refer to the Tile Library for details on adding and editing standard and custom tiles.
Cases by Class Code
This tile displays the number of active cases by class code. You can filter by Class Codes, Case Types and Case Status in the Edit tile window. The default visualization type is set to doughnut.
Cases by Primary Staff
This tile displays the number of cases by the assigned primary staff. You can filter by Class Codes, Primary Staff, Case Status, and Case Opened Dates in the Edit tile window. The default visualization type is set to doughnut.
Cases by Case Type
This tile displays the number of cases that were opened in the last full month by case type. You can filter by Class Codes, Case Status, Primary Staff, Case Opened Dates and Case Types in the Edit tile window. The default visualization type is set to doughnut.
Average Value of Closed Cases
This tile displays the average value of closed cases in the last full month. You can filter by Case Types in the Edit tile window. The default visualization type is set to value, which means a total value amount will display.
Settlements by Month
This tile displays the total settlements by month for the last 12 months. You can filter by Months, Service Dates, Settlement Value Codes and Case Types in the Edit tile window. The default visualization type is set to Line Chart.
Fees by Month
This tile displays the total fees by month for the last 12 months. You can filter by Months, Service Dates, Case Types and Fee Value Codes in the Edit tile window. The default visualization type is set to Line Chart.
NOTE: The Fees Value Codes In filter will display a list of active and inactive Value Codes marked as "Debit".
Intakes by Case Type
This tile displays the number of intakes for the last full month by case type. You can filter by Primary Staff, Intake Dates and Case Types in the Edit tile window. The default visualization type is set to Bar Chart.
Intakes by Referred By
This tile displays the number of intakes by the Referred By name for the last month. You can filter by Primary Staff, Intake Dates, Referred By and Case Types in the Edit tile window. The default visualization type is set to Bar Chart.
Case Expenses by Month
This tile displays the total case expenses by month for the last 12 months. You can filter by Months, Case Types and Service Dates in the Edit tile window. The default visualization type is set to Line Chart.
Checklist Items by Staff Assigned
This tile displays the overdue checklist items by assigned staff. You can filter by Due Date, Staff Assigned, Case Types and Checklist Status in the Edit tile window. The default visualization type is set to Bar Chart.










