Add a widget

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

  1. Press the Add Widget button.

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

  2. Check the checkbox next to the reports you want to add and press the Add button.

    Tip: 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.

    • Press the trashcan icon on the widget to delete it.

    • Use Text Area to add text to the dashboard.

    • Press the Auto Arrange Widgets button to automatically fit the widgets to the dashboard.

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

    • Use Tab to create a new tab.

      The Add Widget page displays on a new tab for you to add reports to a new tab.

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

        • Drag and drop the tab to move it.

        • Press the pencil icon to rename the tab.

        • Press the trashcan icon to delete the tab.