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Step 1 | From the Reporting navigation pane, select Widgets. The Widgets list displays.
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Step 2 | From the  drop-down list at the top of the list, select the type of Widget you want to create: - Activity Widget
- Report Widget
The Widget Details for that Widget type displays. | Note |
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| The General section of Widget Details is the same for System, Activity, and Report Widgets, but the Details section is different for all three types of Widgets. |
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Step 3 | Enter / select Details for a new Widget, using the field descriptions as a guide. - Required fields display an asterisk ( * ) after the field name.
- Default values for fields, if available, display automatically.
To display more of the Details fields on the screen, you can either: - Use the scroll bar.
- Temporarily hide the list above the Details.
- Click the New button above the list to display a pop-up version of the Details.
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Step 4 | Click a Save button. The Widget record is added to the database, and all buttons in the Widget Details are enabled. |
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Step 5 | To see how the Widget will display, click the Preview button.
Graphic Widgets identify the entries that comprise the graphic with color, and an alphanumeric key identifies the number of each entry type represented by the color. You also can see what percent of Widget entries are in each type by hovering your cursor over that portion of the graphic. |
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| System Widgets |
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| System Widgets |
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System Widgets
System Widgets contain information about:
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You can perform a Bundleless Promotion of a Widget. Right-click a Widget on the Widget List or on the Widget Form to access an action menu and click Promote...
System widgets cannot be promoted.
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| Additional Details |
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| Additional Details |
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Additional Details
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