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Add Widgets / Overview page
Add Widgets / Overview page
Updated over 10 months ago

Do you want to customize widgets like these on your reports?

Follow our instructions step by step!

  1. Make sure you have appropriate rights to add / change / delete widgets.
    ​
    That means you must have an Admin role.

    Quick check: go to the Settings - Users - Open User - Role.

    If there is not "Admin" or system doesn't let you to that page - sorry, you can not set up widgets until you'll get the higher rights(
    ​
    ​

  2. Add widgets
    ​
    Decide what widgets do you want to add, fill in the data on "Add widget form" and press "Save".
    ​

    1. Add widgets to Draft report
      Draft report -> Overview tab -> Pencil icon near the part name - Add

      Now you can customize your widgets for current report.
      ​

    2. Add widgets to Report Template
      Settings -> Templates -> Parts - > Overview tab - Add

      Here you can customize your widgets for template.
      ​

    3. Add widgets to Company Overview
      Companies - Open Company - "Pencil" icon near the Overview tab
      ​

    4. Add widgets to Strategy module
      Strategy - "Pencil" icon near the Overview area
      ​
      ​

  3. Customize widgets
    ​
    You can see the all widget's list at one page on "Edit KeyData" form.

    Here you can customize keydata if you want:

    • set up permissions,

    • visability,

    • change label,

    • delete the widget.


    ​ Show Checkbox: hides the widget from reports (all modes)

    Permissions: All the users from selected group and admins can see the data.

    Not chosen - equals to "All".
    ​
    ​

  4. Final view customization
    ​
    You can change the widgets order and their size using the "drag and drop" functions.

Widget types

  1. Assets Chart
    The widget shows a diagram of the distribution of assets by type.
    ​

    To customize the widget, set:

    • the label

    • asset's type (choose from dropdown)

    • criteria (choose from dropdown)

    • permissions (choose the group to add permissions; not chosen means available for all)

    • color rules
      ​
      ​

      For Companies who have no Assets (no CW integration set up) the widget will be shown with "No data" mark.
      ​
      ​

  2. Assets Count

    The widget shows a number of assets by type and status.
    ​

    To customize the widget, set:

    • the label

    • asset's type (choose from dropdown)

    • asset's status (choose from dropdown)

    • permissions (choose the group to add permissions; not chosen means available for all)

    • color rules
      ​
      ​For Companies who have no Assets (no CW integration set up) the widget will be shown with "No data" mark.
      ​
      ​

  3. Company Info
    The widget shows common information about the company from the company page. You can only customize the label.
    ​

    To customize the widget, set:

    • the label

    • permissions (choose the group to add permissions; not chosen means available for all)
      ​
      ​
      ​

  4. External Content
    The widget shows the content from external recourse, for example brightgauge.co according to the widget link.
    ​

    You can only customize the label and permissions.
    ​
    ​

  5. Last Report Health
    The widget shows health percentage according to the chosen Tag
    ​

    To customize the widget, set:

    • the label

    • template (for strategy widgets, required)

    • health tag (required)

    • permissions (choose the group to add permissions; not chosen means available for all)

    • color rules.
      ​

    If the "tag" field not filled in - system shows Common health score from the previous report.

    If you specify the Tag, the system will show the average value of using the "Healthy" grade among the items marked with this tag (also from the previous report ).
    ​
    ​

  6. Report List
    The widget helps in quick navigation through the list of company reports.

    You can only customize the label and permissions.
    ​


    ​
    ​

  7. Report Progress - the widget shows the line graph where each line shows the item health level according to the chosen tag.
    ​

    You can customize:

    • label

    • date range

    • tags

    • permissions (not chosen means all)

    • color rules.
      ​
      ​

  8. Site Count
    The widget shows the amount of active sites (including Main site).

    You can only customize the label and permissions.


    ​

  9. Template Group Radar
    The widget shows the health level distribution by item groups from latest report.

    You can customize:

    • label

    • groups list (using checkboxes)

    • permissions (not chosen means all)


    ​

  10. Template user
    The widget shows the Primary User/ vCio (Employee assigned to the company)

    You can change the widget label on the "Edit metric" form.

    You can change the Primary User clicking by photo or on the Schedule Module.

    You can change the User's picture on Settings - Users.

    You can change the widget label on the "Edit metric" form
    ​
    ​

  11. Companies Count
    The widget shows the amount of companies according to selected filters.
    ​

    You can customize:

    • Label

    • Company groups (not chosen means all)

    • Permissions (not chosen means all)

    • Company Types (not chosen means all)

    • Company Markets (not chosen means all)

    • Color rules
      ​
      ​

  12. Items Count
    The widget shows the amount of items according to selected template.
    The widget is available only on Strategy module.
    ​

    You can customize:

    • Label

    • Template (required)

    • Permissions (not chosen means all)

    • Template groups (not chosen means all)

    • Tags (not chosen means all)

    • Color rules
      ​
      ​

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