🔔 Important

Widgets do not support Configurable Joins and therefore depend on legacy functionality. Instead, display data on the Slate homepage using Homepage Reports, or in the Reader by updating the Homepage Display setting on your 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.

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. 

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.

💡 Add multiple charts to a single widget to display data from a different query base.

Chart examples

Configuring widget sharing permissions

You can add sharing permissions 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.