Custom Report Widgets

EP Help General > Tools > Dashboard

When you create or edit a report in Report Generator, you have the option of making it available on Dashboard.

 

With this option on, any report you create can be placed on Dashboard as a widget.

 

Controls

 

The widget has the following controls:

 

 

Control

Description/Action

 

Accesses the widget’s settings

 

Toggles between the minimized and expanded state of the widget window,

 

Closes the widget.

 

Widget Settings

 

The widget has the following editable settings:

 

 

Widget display name. The same as the name of the report the widget is based on.

 

Project name:

   

-

'Inherit value from Dashboard' checkbox selected: The widget will use the data range that is based on the values selected in the dashboard filters.

   

-

'Inherit value from Dashboard' checkbox NOT selected: A list of all available projects with checkboxes for selecting individually plus 'Select all' and 'Select none' links.

 

 

 

 

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