Adding Dashboard Widgets to the view
The system enables the addition of customized widgets to the dashboard, offering quick access to key information. Follow the steps below to add widgets and optimize the dashboard for a more efficient workspace:
1. In the Dashboard module, click the Add Widget button in the top right corner.
2. Enter a name for the dashboard widget.
3. Select the currency.
4. Choose the widget color.
5. Tick the box if the widget should be available for all users.
6. Add parameters in the Parameters section. Multiple parameters can be added by clicking the Add Parameter button.
7. Select the Operation, Aggregate, Module, and Calculation Field from the drop-down lists (example below).
8. Click on Actions to add filters, if needed.
9. Once completed, click Save.
10. The dashboard widget will now be displayed on the dashboard.
To further illustrate the process, here are a few examples of how different widgets can be added and customized:
Example 1:
Example 2:
By hovering over each widget, options to reload, edit, or delete the widget will appear.