---
title: "Reader Popup Dashboards (legacy)"
slug: "reader-popup-dashboards"
updated: 2026-04-16T19:55:17Z
published: 2026-04-16T19:55:17Z
canonical: "knowledge.technolutions.net/reader-popup-dashboards"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Reader Popup Dashboards (legacy)

> [!WARNING]
> ⚠️ This article is about a legacy tool.
> 
> The information in this article only applies to [the legacy Reader](/v1/docs/reader-legacy). For information on Dashboards with the modern, [Workflow](/v1/docs/workflows)-based [Reader](/v1/docs/reader-overview), see [Dashboards](/v1/docs/records-dashboards).

Reader Dashboard queries can be created via the Query Builder, and can be configured to view read-only data in the dropdown panel when reading an application.

[![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/pylyzlhbhe6vkufpow6dcgmceclip0.png?sv=2026-02-06&spr=https&st=2026-10-15T20%3A51%3A55Z&se=2026-10-15T21%3A51%3A55Z&sr=c&sp=r&sig=Y84ITcOdqlYXvUjBoV8kVH8aWuCXHY4ntwELdQC4GwI%3D)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/pylyzlhbhe6vkufpow6dcgmceclip0.png?sv=2026-02-06&spr=https&st=2026-10-15T20%3A51%3A55Z&se=2026-10-15T21%3A51%3A55Z&sr=c&sp=r&sig=Y84ITcOdqlYXvUjBoV8kVH8aWuCXHY4ntwELdQC4GwI%3D)

## Creating the Query

1. Click **Queries / Reports** in the top navigation bar.
2. Click **New Query**.
3. Enter the following configurations in the popup window:
  - **Name** - Name the query Reader Dashboard.
  - **Sharing** - Select 'Share query with other users with the query and query base permissions.'
  - **Folder** - Select System.
  - **Base** - Select the Applications population.
  - **System Key** - Select 'Dashboard Reader.'
4. Select exports for the data to be displayed.
  - Double-click on each export, and give it a computer-friendly name (i.e. no spaces, lower case)

[![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/artzapvx2e2nuipewrwniqmceclip1.png?sv=2026-02-06&spr=https&st=2026-10-15T20%3A51%3A55Z&se=2026-10-15T21%3A51%3A55Z&sr=c&sp=r&sig=Y84ITcOdqlYXvUjBoV8kVH8aWuCXHY4ntwELdQC4GwI%3D)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/artzapvx2e2nuipewrwniqmceclip1.png?sv=2026-02-06&spr=https&st=2026-10-15T20%3A51%3A55Z&se=2026-10-15T21%3A51%3A55Z&sr=c&sp=r&sig=Y84ITcOdqlYXvUjBoV8kVH8aWuCXHY4ntwELdQC4GwI%3D)

## Configuring the Dashboard

1. Follow the breadcrumbs within the query just created, and click **Edit Dashboard**.

[![Reader_Dashboard.PNG](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/reader_dashboard.png?sv=2026-02-06&spr=https&st=2026-10-15T20%3A51%3A55Z&se=2026-10-15T21%3A51%3A55Z&sr=c&sp=r&sig=Y84ITcOdqlYXvUjBoV8kVH8aWuCXHY4ntwELdQC4GwI%3D)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/reader_dashboard.png?sv=2026-02-06&spr=https&st=2026-10-15T20%3A51%3A55Z&se=2026-10-15T21%3A51%3A55Z&sr=c&sp=r&sig=Y84ITcOdqlYXvUjBoV8kVH8aWuCXHY4ntwELdQC4GwI%3D)
2. Using the WYSIWYG editor, configure the dashboard as desired. Type in the computer-friendly names of the exports as merge fields, using curly braces.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/mceclip2(13).png?sv=2026-02-06&spr=https&st=2026-10-15T20%3A51%3A55Z&se=2026-10-15T21%3A51%3A55Z&sr=c&sp=r&sig=Y84ITcOdqlYXvUjBoV8kVH8aWuCXHY4ntwELdQC4GwI%3D)
3. Click **Save**.