Add a widget
Select the dashboard you want to add widgets on
Click More Actions
Click Edit Dashboard
Click Add Widget
Click on a specific KPI or type a keyword to refine your widget search
Browse through our list of predefined widgets, each labelled with a name, a visual preview, and a description that explains its purpose.
Once ready, click Select next to your chosen widget and begin configuring it.
Once configured, click Add widget
If there are no more widgets to configure, click Save Dashboard to apply your changes
Delete a widget
If you no longer need a specific widget on your dashboard, you can easily delete it.
Select the dashboard you want to delete widgets on
Click More Actions
Click Edit Dashboard
Click the three dots (more actions) next to the widget you want to delete
Click Delete widget
Click Ok on the confirmation message
If there are no more widgets to configure, click Save Dashboard to apply your changes
Duplicate a widget
If you have a configured widget you'd like to reuse for another data type, you don’t have to start from scratch. The duplicate feature can save you a lot of time.
Select the dashboard you want to duplicate the widget from
Click More Actions
Click Edit Dashboard
Click the three dots (more actions) next to the widget you want to duplicate
Click Duplicate widget
The widget will be duplicated on the same dashboard so you can configure it,
Once configured, click Add widget
If there are no more widgets to configure, click Save Dashboard to apply your changes
Copy a widget across dashboards
If you have a configured widget you'd like to use on another dashboard, you don’t need to start from scratch. You can simply copy the widget and paste it onto the desired dashboard.
Select the source dashboard you want to copy the widget from
Click More Actions
Click Edit Dashboard
Click the three dots (more actions) next to the widget you want to copy across
Click Copy widget
Select the target dashboard you want to paste the widget to
Click More Actions
Click the three dots (more actions) next to the More Actions button
Click Paste dashboard widgets
The widget will be pasted on the target dashboard so you can reconfigure it (if needed)
If you decided to reconfigured it, click Add widget upon completion
If there are no more widgets to configure, click Save Dashboard to apply your changes
Copy all widgets across dashboards
If you need to create a new dashboard similar to an existing one but with some adjustments, you don’t have to start from scratch. You can copy all the widgets from the existing dashboard, paste them into your new dashboard, and make the necessary modifications to meet your needs (e.g. delete, edit, etc.).
Select the source dashboard you want to copy
Click More Actions
Click Edit Dashboard
Click the three dots (more actions) next to the More Actions button
Click Copy dashboard widgets
Select the target dashboard you want to paste the widgets to
Click More Actions
Click the three dots (more actions) next to the More Actions button
Click Copy dashboard widgets
The widgets will be pasted on the target dashboard so you can reconfigure them (if needed)
If there are no more widgets to configure, click Save Dashboard to apply your changes