Customers using Advanced Reporting in the Enterprise plan you can create custom widgets from their reports data (beta version)

How to Create a Report Widget

To create a Reports Widget, click on the option “From Reports” in the “ADD WIDGETS” menu.

Click on create reports widget

From here you can create a widget by clicking “CREATE NEW CHART” or select from the list available.

Create a reports widget

 

You can also create a Report Chart by clicking “ADD CHART” in the Reports section of the CRM.

ADD CHART

After clicking “Create new chart” or “Add chart”, you will be automatically be taken to a “Create Report” screen.

Create a reports chart

 

First, you can choose the title, scope, field options, and report permissions in the “Report Log” section.

Reports Log Section

 

Next, in the “Chart Options” section, configure your chart. As you make changes, you will see a “Chart Preview” of your widget update on the right.

Chart Options Section

 

Chart Options Explained

Chart type – pie cart, bar chart, line chart etc.

Show legend – will show the labels in a separate block to the side (Mainly used for PieCharts).

Labels / X-axison a pie chart this will be the names of the slices and shown in the legend. On a bar/line chart, it’s the X/horizontal values.

Values / Y-axison a pie chart this is the size of the slices. On a bar/line chart it’s the size of the bars or height of the line.

Sortinguseful if you are wanting the top results rather than the bottom. e.g. if it was countries by the number of customers, and you wanted the most popular countries you would set Descending.

Limit resultsif you don’t want too many pie chart slices, or wanted to go back 3 months on a time based chart, or to show the top 5 of a set of data.

Note – the Labels and Values, you can select most fields from Data Dictionary, but not all. We may need to adjust the available fields here, and/or create new derived fields for certain custom situations.

Note – when you select “Gauge” or “Number” chart types, the fields change to a more limited set of options that fit those chart types.

Finally, Choose your data Criteria.

Report widget criteria

Your Report Widget uses the same data criteria as Listing and Forecast reports.

When you’re happy with your widget, click “SAVE” on the top-right of your screen and then “ADD TO DASHBOARD”.

Save and add to dashboard

Choose which Dashboard you want to display your new Report Widget in (Sales, Marketing, or Support) and then click “CREATE WIDGET”.

Go to your dashboard

Your Report Widget is now created. You can now click “GO TO X DASHBOARD” to view, reposition, edit, resize or delete as you see fit.

Note: To edit your Report Widget, click the dropdown icon in the top-right corner. From the dropdown, you will be able to change the Report Chart being used by the widget with “WIDGET SETTINGS”, refresh the report data with “REFRESH DATA”, or update/edit the report criteria with “EDIT CHART”.

Report widget dropdown