Report Widgets

You can convert tabular reports that contain charts into widgets that can be added to dashboards.

 

To add report widgets to dashboards, you would first need to enable them from the reports module.

 

Role Required: SDAdmin, SDReport, Technicians with View access to reports.

 

 

Enabling Report Widgets 

To enable widgets for existing reports,

1. Go to the Reports module.
   
2. Under the All Reports tab, toggle the Access to Dashboard button against the report.
   

You can also enable report widgets when saving a report by enabling the appropriate option.

 

The Access to Dashboard option can be enabled for a maximum of 100 reports. Only tabular reports that contain charts are supported in the dashboard. 

 

Add Report Widgets to Dashboard 

Reports with Access to Dashboard will be available as widgets when customizing the dashboard.

 

To add report widgets to the dashboard,

1. Hover over the dashboard name, click Edit
   
2. Click the Customize button on the top-right.
   
3. In the Customize panel, go to the Reports section and choose the reports you wish to display as widgets.
   
4. Click Update Widgets.
   
5. Finally, click on the top-right to save your changes.
   

 

The report will be added as a widget in the dashboard. You can customize it as per your requirements.

A maximum of four report widgets can be added to each dashboard.

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