Customising your dashboard widgets gives you full control over how your key metrics are presented, making it easier to track the data that matters most to you. Follow this guide to customise a widget, adjusting its settings, filters, and display to suit your needs.

From your Dashboard, select the Edit icon to begin.

This lets you add new widgets or select an existing one for customisation. Note that all widgets, except General widgets, support customisation.

In this guide, we'll add a new widget.

Selecting a Widget

Expand the folders to browse the widget list and find the option that best fits your needs. Once you've found a suitable widget, click it to begin customisation.

The default chart type is automatically selected for each widget. To change it, simply click the chart icon.

Widget Configuration

Head to the "Configure" tab to set up your widget:

  • Title: Change the widget's title for clarity.
  • Metrics: Adjust the data points to match your requirements.
  • Group: Define how results are grouped, particularly for Donut charts.
  • View by: Choose a secondary dimension for line, bar, or horizontal bar chart types.
  • Breakdown: Adjust the period frequency.

For further personalisation, you can explore additional advanced settings, though these are optional.

  • Order: Set the order of results (ascending or descending).
  • Limit: Limit the number of results shown to keep the display clean.
  • Date Property: Select the date property (e.g., Created Date or Updated Date) for result generation.
  • Date Range Override: Override the global date range, if needed.
  • Comparison Date Range: Compare data over a selected date range.

📌 NOTE: The available fields will differ depending on the selected widget type.

Applying Conditions

To refine your widget further, go to the "Conditions" tab and apply filters using AND/OR conditions.

  • Add Condition: Click "ADD CONDITION" and select the filter you want from the dropdown. Set the operator and parameter for each filter. You can add or remove conditions as needed.

📌 NOTE: If no data is found for a filter, the widget cannot be saved until the filter is adjusted or deleted.

Saving Your Widget

Once you're happy with your widget, click "Save" to apply the changes. The widget will appear on your dashboard.

Resize and reposition it as needed, then click "Save Changes" to finalise your dashboard layout.

Following these steps ensures your widgets show the most relevant data, making your dashboard a useful tool for day-to-day decision-making.