How the Dashboard is Set Up
The widgets you see depend on whether your Entity has one Fund or multiple Funds:
User Type | What You’ll See |
Single Fund | 5 widgets |
Multiple Funds | 4 widgets (progress and validation combined) |
Widgets Explained
1. Return Progress & Validation Status (Top Widget)
Single Fund: Two separate widgets for Progress and Validation Status
Multi-Fund: One combined widget with a toggle to switch views between Progress and Validation Status
✅ on multi-fund view, use the toggle to easily switch between viewing workflow progress or validation results.
Widget Display Rules – Only shows Returns that meet all of the following:
Reporting Date is in the past (earlier than today)
Submission Status is "Not Submitted"
Return is Not Submitted
Due Date has not passed (Today’s date is on or before the Due Date)
Progress View:
See how far along each return is in the workflow—Not Started, In Progress, Ready for Review.
Validation Status View:
Shows the validation status for each return, highlighting where issues might need attention.
2. Where You Left Off
Quick links to the last pages you worked on
Jump straight back in without searching
3. Mentions
See any mentions of you across returns
Click through to review comments and actions you’re tagged in
4. Returns Assigned to You
View returns you’re responsible for
Direct access to work in progress or review tasks
Drilling into a Return
Click any Return in the Progress or Validation widget to:
Review the return
Continue working
Submit once ready
💬 Need Help?
Questions or something not looking right? Reach out to the Nuj team via Live Chat on the platform.