Add a Widget

Add a variety of charts/graphs, pivot tables, KPI, and tables to build your dashboards.

  1. Click Add Widget. The Add Widget page displays with a list of reports that you have access to.

  2. Click the checkbox next to the reports you want to add and click Add.

    Note: You can sort the columns as desired and search for a particular report.

  3. You can optionally do the following to design the dashboard:

    • Drag the handles on the widget to crop the report.

    • Drag and drop the widget to rearrange the position.

    • Click on the widget to delete it.

    • Click Text Area to add text to the dashboard.

    • Click Auto Arrange Widgets to automatically fit the widgets to the dashboard.

      Note: This option is only available when you select more than two widgets

    • Click Tab to create a new tab. The Add Widget page displays. Repeat steps 2 and 3.

      • Optional: Click the Unnamed Tab to do the following:

        • Drag and drop the tab to move it.

        • Click to rename the tab.

        • Click to delete the tab