Widgets

This allows you to make changes to your dashboard by editing, removing, or adding widgets. You can also rename the dashboard tab and move around the location of each widget.

Topics in this article include
 

• Adding Widgets
• Templates
• Removing Widgets
• Chart Types
• Moving Widgets

Adding Widgets

On the right side of your dashboard, you can select Dashboard Settings > Add Widgets. 

Note: Widgets will only be added to the current tab you are on.
 

You will be able to pick your widget.
 

1. Start by selecting the information you are interested in via the drop-down menu.

2. Next, click the template of your choice to continue.
 

Templates

You can select different types of templates from the drop-down menu. You will see different types of widgets displayed depending on the type of template selected. Use your mouse to move down the page to display more widgets.
 

Note: These are default templates and can not be changed.
 

For example, selecting the Clients template will display the following widgets.
 

Removing Widgets

You can easily remove any widget by selecting the x in the upper right corner of the widget box. When you select the x you will be prompted with a message to confirm you want to delete the widget.
 

Chart Types

Some widgets will show a small black box attached. Selecting the box will allow you to change how the widget is to be viewed. (Column, Stacked Column, Bar, Scatter, Line, Area, Spline, Spline-Area, Stacked-Area).
 

Moving Widgets

Click on the widget you would like to move with your mouse. Hold down the left mouse button and slide the widget to its new position. As you slide the widget around, you will see the other widgets reposition themselves.

(Old position)
 

(New Position)