How to Create and Manage Custom Widget?

Custom widgets are important for bringing together insights from different modules into one organized dashboard. These widgets show key performance metrics in formats like numbers, charts, tables, and pivot tables. By customizing the dashboard with various widgets, agents and managers can see all essential data in one place, making it easier to track performance, analyze trends, and gain near real-time insights that enhance efficiency and customer satisfaction. This article explains how to create, edit, clone, and delete various types of widgets in a dashboard.

Creating a Widget

You can able to create a widget in a dashboard using the below ways

1. Using Blank Widget
   
2. Using Widget Templates

Note:
1. You can add up to 12 widgets to a single dashboard.
2. Agents with edit permissions for the dashboard can add or manage widgets.

Using Blank Widget

1. Go to Reports module.
2. You can able to add widget to the newly created dashboard where no widgets exist and by editing an existing dashboard as mentioned below.

Case 1: Add Widget to a new dashboard

Click Add Widget button in top-right corner or else you can click Add Widget button in the center of the page

Case 2: Add Widget to an existing dashboard - Using Edit Mode

Open the existing dashboard where you want to add a new widget and switch to Edit mode by clicking the button in the top-right corner.

3. Select the Create New option to create a widget from scratch.

4. Select the module and widget type, add the required date and any additional filter conditions, then provide the widget name and description. On the left side, a preview will be displayed based on the widget settings with real-time data. Click Add to add the new widget to the dashboard.

Using Widget Templates

1. Follow the same step 1 & 2 as mentioned above (i.e. Create widget using Blank Widget)
2. Choose the preferred templates from the list based on the selected module.

3. In the Add Widget dialog, the field details will be pre-filled. Click Add to add the new widget to the dashboard. 

Note: You can still modify the pre-filled widget settings based on the selected template.

Editing a Widget

To edit a widget in the dashboard, follow the given steps:

1. Go to Report Module.
2. Open the existing dashboard you want to edit and switch to Edit mode by clicking the button in the top-right corner.

3. Select the widget you want to edit. Click the highlighted more option (⋮) and choose Edit.

4. In the Edit Widget dialog, make the necessary modifications. Afterward, click the Update button to save the changes.

Cloning a Widget

To clone a widget in a dashboard, follow the given steps:

1. Go to Reports Module.
2. Open the existing dashboard and switch to Edit mode by clicking the button in the top-right corner.

3. Select the widget you want to clone. Click the highlighted more option (⋮) and choose Clone.

4. In the Clone dialog, modify the widget name, chart type, or other fields as needed. Then, click the Clone button to clone the widget.