Managing Dashboard Configuration
Learn how to manage your firm's Web Portal dashboard reports (add new, edit existing, add widgets, etc.) Applicable to Platform Managers.
When working in Edit Mode and making changes to your firm’s dashboard reports, you will be able to:
How to Add a Data Grid Widget (Part One: Building View)
How to Add a Data Grid Widget (Part Two: Grouping, Sorting, Include Entry Count, Include Totals)
Widget Configuration Tips (Saving View to Library)
Filtering Data Grids for Current User to Create Personalized Dashboards (e.g. My Dashboards)
Context Entry & Context Entry [field] Filters for Data Grids
Data Grids: Allow Entry Selection & Custom Action for Changing Values
Data Grid: Custom Action to Generate Report (Template Reports)
Data Grids: Allow Entry Selection & Custom Action for Merge Entries
Add Tabs (How to Bundle Multiple Widgets into a Single Dashboard Cell)
How to Configure Report-Level Filters for Dashboard Pages
Group by Column/Add Subgroup Column to Views/Data Grids
Multilevel Sorting
Cell Alignment (Detail and Data Grids)
How to Add a Text Window to a Dashboard
How to Add a Calendar Widget
How to Add an Image Widget
How to Add a News Feed Widget
Map Widget Overview
Map Widget Configuration
Using Latitude and Longitude Coordinates in Map Widgets
Map Widgets: Configuring the Map Pin Additional Information Popover
Card Widgets
Grouping Card Widgets
Cards Widget: Allow Multiple Selection (Display Settings)