---
title: "Dashboard"
description: "The dashboard is the opening screen in Lucanet Disclosure Management. From the dashboard, you can create new documents and view all the documents that have been created in Disclosure Management. You can also open documents from the dashboard."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/dashboard-disclmgmt
language: en
last_updated: 2023-08-16
---
# Dashboard

## Overview

The **dashboard** is the opening screen in Disclosure Management. From the dashboard, you can create new documents and view all the documents that have been created in Disclosure Management. You can also open documents from the dashboard.

## Options in the Dashboard

The dashboard is displayed as follows:

Structure of the dashboard and available options

The following options are available in the dashboard:

#### Filter or search for documents

Options for filtering documents by year or searching for specific documents

#### Filter or search for documents

Options for filtering documents by year or searching for specific documents

#### Import document extracts

Option for importing previously extracted documents with the **SNE** file extension

{% info-box %}
Disclosure Management enables you to create extracts of documents so you can send them to Amana Consulting for auditing or inspection, for example. For more information, see [Rolling Forward or Copying a Document](https://support.lucanet.cloud/en/documentation/disclosure-management/perpetuate-copy-doc-disclmgmt.md).
{% /info-box %}

#### Create documents

Option for creating a new document. Enter the **document name** and define the **reporting date** by which the document needs to be completed. Go to **Workflow** and apply the **Default Workflow**, then click **Save**.

The document will now be displayed in the **Document overview**.

#### Open documents

To open and configure the required document, click it in the document overview. For more information, see [Configuring a Document](https://support.lucanet.cloud/en/documentation/disclosure-management/configure-document-disclmgmt.md)

#### Sort documents

Option to sort documents by document name, reporting date or creation date, in either ascending or descending order

#### Edit or delete documents

Option for changing the document name or reporting date, or deleting the document

## Extracting Multiple Documents into One File

{% warning-box %}
To extract multiple documents into one file, you must have one of the following roles:

- Global Administrator
- Document Administrator (for the documents you have permissions for)

Without one of the mentioned roles, the **Extract documents to file** button is deactivated. A tooltip with a message about the missing permission is displayed.
{% /warning-box %}

To extract multiple documents into one file:

{% stepper %}
{% stepper-step %}
Hold down the **CTRL** key and select the documents you want to extract into a file.
{% /stepper-step %}
{% stepper-step %}
Do one of the following:

- Right-click the three-dot icon and select **Extract**.
- Click the **Extract documents to file** button.

Extracting multiple documents into a single file
{% /stepper-step %}
{% stepper-step %}
Once the extraction is complete, a new message will be displayed in the [notification window](https://support.lucanet.cloud/en/documentation/disclosure-management/user-interface-disclmgmt/notifications.md), from which you can download the extracted report.
{% /stepper-step %}
{% /stepper %}