Creating Views & Widgets

Watch this video tutorial or follow the steps below to set up your first widget.

Widgets are fully customizable with sizes and colours and chart types. The only limitation on widgets is that the snapshots in them need to come from reports with the same theme, in order to properly compare the data.

Before adding a widget, make sure you've selected the view you want to add the widget to.

Your private view will be the default, but you can rename it or create a new view if you want. Click to add a new view and give it a name. Choose if you'd like to make it public or private by checking the Make Shared checkbox. You can choose a template of another view that has already been created, which will create a copy of that view. Click Create View when ready.

To add a widget to the dashboard view, you can click the Add New Widget button in the top-right corner of the screen.

Click Edit Layout to enable moving the widget by dragging it, and resizing using the handle in the button-right corner. Click Finish Editing when you're done.

Next, give your widget a name. You can use the same name you used for the report, or give it a new name. Hit Enter or click the checkmark to save the name.

Now add the snapshot you want to display to the widget. You can add more than one snapshot, but we'll start with the snapshot you set up in the Reports class. You can scroll to it or begin typing to narrow the search.

Once you've selected the snapshot, click Add.

Because the snapshot is presented as a graph, choose a graph format to view the data.

You can also set a custom colour per snapshot. Trying picking a new colour for your graph.

Click Finish Editing the widget and view when you're done to view the final result!

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