---
title: "Widgets"
slug: "report-widgets"
updated: 2026-03-19T00:27:24Z
published: 2026-03-19T00:27:24Z
---

> ## 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.

# Widgets

> [!CAUTION]
> 🔔 Important
> 
> Widgets do not support Configurable Joins and therefore depend on legacy functionality. Instead, display data on the Slate homepage using [Homepage Reports](/v1/docs/homepage-reports), or in the Reader by updating the Homepage Display setting on your [workflow](/v1/docs/workflows#creating-a-workflow).

Widgets are snapshots of Slate data that can be displayed on the Slate Homepage or the Reader.

Widgets are designed to provide a quick overview that does not necessarily have to be built out into a fully fledged query or report.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/8fwcndicleqhow2npz5q0wmceclip0.png)

## Creating a new report widget

1. Click **Queries / Reports** in the top navigation bar.
2. Click **Widgets**in the sidebar.
3. Click **New Widget**.
4. Give your widget a name and click **Save**.

> [!NOTE]
> 💡 Tip
> 
> Naming a widget **Homepage** will make it appear on a tab called “Homepage” on the Slate homepage. The tab name can be changed by naming the widget *Homepage - Tab Name*. Naming a widget **Reader**will make it appear in the legacy Reader. By default, widgets are shown to all users, but they can be shared with specific users, roles, or permissions as needed.

## Adding a chart

Widgets are comprised of one or more **charts**. Each chart aggregates data based on a particular query base.

To add a chart to your widget:

1. From the **Add Chart** drop-down menu, select the appropriate query population. If you have the “Custom SQL” user permission, you can add a static HTML area by selecting 'Custom SQL / HTML.'
2. In the Edit Chart window, provide a **Title** for your chart.
3. Select a chart type:
  - **Data table, bar chart, and horizontal bar chart**
    - **Category:**Select an export to categorize data.
    - **Series (optional):**If additional granularity is desired, select an export for the series as well.
    - **Includes Series Total:**Include a total row for the series.
    - **Value Type:**Select how the data should be aggregated: Count, Average, Minimum, Maximum.
  - **Pie chart**
    - **Slice by:**Select an export to split the pie chart data
  - **Line chart**
    - **Interval:**Select the appropriate time interval for the X-axis: Day, Day (Cumulative), Month, Month (Cumulative), Fiscal Day of Year, or Fiscal Day of Year (Cumulative). The cumulative options provide a "running total" while the non-cumulative options simply report the number that occurred at that particular time.
    - **Date Field:**Choose the export that indicates the time (e.g., Prospect Created or Application Submitted).
    - **Series (optional):**If multiple lines should be displayed, select the export that creates those lines (e.g., Round Key).
    - **Include Series Total:**Toggle on the total count for the series as desired.
4. Add any filters to identify the specific population on which you want to report.
5. Click **Save**.
6. Add additional charts as desired, repeating steps 1-6.

> [!TIP]
> 💡 Add multiple charts to a single widget to display data from a different query base.

#### Chart examples

[![mceclip1__1_.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/wdpfodxuchrhdordoveqmceclip1__1_.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/wdpfodxuchrhdordoveqmceclip1__1_.png)

Reader widget comprised of a visual chart and a static HTML section

[![mceclip0__2_.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/vzwr0rtk602nwpibojjdmamceclip0__2_.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/vzwr0rtk602nwpibojjdmamceclip0__2_.png)

Homepage with multiple widget tabs and multiple charts on a widget

## Configuring widget sharing permissions

You can add [sharing permissions](/v1/docs/sharing-permissions-settings) to your widget:

1. Click **Share**, then click **Add Grantee**.
2. Set to **Active**.
3. For Type, select whether the widget should be shared to a specific **User**, or based on **Permission**, or on **Role**.
4. Enter the user, or select the role or permission to be granted access to the widget.
5. Check 'Display Widgets' to give view access to the widget. Select 'Edit Widgets' to grant view plus edit access to the widget. Click **Save**.