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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 New dropthe 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.
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Step 3 | Enter / select Details for a new Widget, using the field descriptions as a guide.
To display more of the Details fields on the screen, you can either:
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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. | |||||
Step 5 | To see how the Widget will display, click the Preview button. |
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