Add Report Widgets to a Dashboard

Putting a report on your dashboard

Widgets are added from the dashboard, not from the report.

1. Open your dashboard and click Add Widget.
2. Under Custom Reports, choose Custom Report.
3. Pick the saved report to display. It renders as a table on the dashboard.
4. Give the widget a title and add it.

Building a metric without a saved report

If you only want a number or a chart, you do not need to save a report first.

1. Click Add Widget and choose Custom Query Widget.
2. Pick the data source, the measure, and what to group by — department, engineer, status, and so on.
3. Add filters and a timeframe, and choose how to draw it.
4. Add it to the dashboard.

Other widget types

The picker is grouped by category — KPI & Summary, Financial, CRM & Sales, Ticketing, Projects & WOs, People & HR, IT & Monitoring, Activity, Custom Reports and Custom Query — with ready-made widgets in each, such as Revenue Trend, Ticket Status, Overdue Invoices and Printer Fleet.

Rearranging

Click Edit Layout to drag, drop and resize. Your layout is saved to your own account, so changing it does not affect anyone else — and there is no shared or read-only dashboard link to hand out. To give someone the same view, add the same widgets to their dashboard, or send them a scheduled report from Insights & Reports → Reports instead.

Where to go next

• Understand the whole module → Create a Custom Report
• Next in this module → Reporting — Build a Custom Report
• Schedule a Report
• See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together