Customizing a widget

Enhance your dashboard with personalized insights by mastering the art of customizing widgets.

Step 1: Widget Selection

Begin your widget customization journey by selecting a widget from the widget list. Under the "ALL" filter, the default chart type is automatically chosen for each widget. If you want to change the chart type, simply click on the chart icon.

Step 2: Widget Configuration

Head to the "Configure" tab to fine-tune your widget settings:

Title: Customize the widget's title for clarity and easy understanding.
Metrics: Switch data points to tailor the widget to your needs.
Group: Define how your results are grouped, especially useful for Donut charts.
View by: Pick a secondary dimension for line, bar, and horizontal bar chart types.
Breakdown: Adjust the frequency of the time period.
Date Property: Modify the date property for fetching results (e.g., Created Date or Updated Date).
Date Range Override: Override the date range for the widget, using the global date range by default.
Order: Alter the order of results (ascending or descending).
Limit: Set a limit to simplify the displayed results.

Explore advanced settings for additional personalization options, although these are optional for creating a widget.

Advanced Settings

Step 3: Conditions for Precision

Under the "Conditions" tab, apply filters using AND or OR conditions:

Add Condition

Click "ADD CONDITION" to add a filter and choose the condition from the dropdown.

Operator Parameter

Set the operator and parameters for the filter. Add or delete conditions as needed.

Note: If there's no data found for a specific filter, you won't be able to save the widget without either deleting that filter or changing it.

Step 4: Save

After making all the necessary changes, click the "Save" button. Witness your widget update on the dashboard, ready for resizing and repositioning. Remember to click "Save Changes" once satisfied with the widget's position and size.