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Dashboard Widgets

The dashboard is created from a collection of widgets, and the following kinds of widgets are supported:

Once a widget has been created it is stored in a widgets library and becomes available to any system dashboards, based on the user's team permissions.

Add and Remove Widgets

  1. In the General tab of the Dashboard wizard, add a name and description.
  2. In the Widgets section, select the widgets to add to the Dashboard or create new widgets.

  3. The list of available widgets will include charts from all tables to which you have access, as well as some useful predefined widget types. 
  4. Select a widget and click the right arrow to include it in the current dashboard. 
  5. Or, click New and walk through the setup to create a new widget. See the corresponding widget type topic for the details of how to use it and set it up.  

Widget Appearance

Each widget can use the default look and feel which is controlled by the styles set in the Home Page and Charts/Reports tabs of the Power User Interface Look and Feel scheme. For example, charts will use the Chart Series color scheme.

However, each dashboard and all the widgets can use custom styles. In the General tab of the Widget wizard, there is an option to choose between the default look and feel styles, or custom styles. Selecting custom styles opens a set of styles for that element. 

This can enable you to create a personalized appearance for every element of each widget on the dashboard. 

Widget Permissions

Permissions to set up and manage widgets are controlled by user teams. If a user does not have permission to view a widget, it will not appear in their widget library. Further, if a user cannot view fields or tables that are used in the calculations for a widget, they will be filtered out of the data shown on the widget. If the user cannot access any data on a widget, the widget will simply be blank on the dashboard. 

In the Apply tab of each widget setup, you can define team-based restrictions for the widget.