Each card can have its own name, icon, color and text color, and numeric cards come in two formats: centered scoreboard or label on top. The Period filter stores the rule, not the dates: previous or next days, weeks, months, quarters or years, the current period or a date range, and "This month" stays the current month in the months that follow. The Entity filter, with the Include sub-entities option, lists only the entities each person can access.

Whoever edits the dashboard saves the current filters as the default, can hide the filter bar to keep the screen simple, and copies a link that opens the same dashboard with the same filters for anyone who has access to it. NexTool modules also bring ready-made cards and dashboards: with Contract Hours come the Operations and Management dashboards and the hours contract filter. When a module updates the layout of a ready-made dashboard, edit mode shows what changes, and nothing is replaced until you click Apply.