Widgets are the individual display panels on a dashboard. Each widget is powered by a saved report and shows that report's data in the format you choose — a single number, a chart, a table, or a pivot view.
Before You Add a Widget
A widget requires a report to display data. Before adding a widget, confirm:
A saved report exists in the Reports module for the data you want to show.
That report has been enabled for dashboard use — open the report in the Reports module and turn on the Dashboard toggle.
If no dashboard-enabled reports exist, the widget editor will show an empty report list. See the General Reporting Guide for how to create and configure reports.
Adding a Widget
Open the dashboard you want to edit.
Select Add Widget in the top area of the dashboard.
The widget editor opens. Fill in the configuration fields.
Select Save.
The widget appears on the dashboard. Drag it to the desired position and resize it as needed.
Widget Types
Select the Widget Type first — the remaining fields change based on your selection.
Widget Type | Description |
Single | Displays one calculated number with an optional icon. Best for KPIs like "Total Revenue This Month" or "Occupancy Rate." |
Chart | Displays a chart (line, bar, column, pie, or doughnut). Best for trends and comparisons over time. |
Table | Displays the report data in a scrollable grid. Best for detailed lists. |
Pivot | Displays the data in a pivot table format for multi-dimensional analysis. |
Single Widget Fields
Field | Description |
Report | The saved report to pull data from |
Field | The specific data field from the report to calculate (e.g., Invoice Total, Check-In Date) |
Calculation | How the field values are aggregated: Sum, Average, Min, Max, Count, or Distinct Count |
Icon | An optional icon displayed next to the value for visual context |
Title | An optional label override. If left blank, the widget uses the report name. |
Chart Widget Fields
Field | Description |
Report | The saved report to pull data from |
Chart Type | The chart style: Line, Bar, Column (series charts) or Pie, Doughnut (cumulative charts) |
X Axis | The report field used for the horizontal axis (categories, e.g., dates or product names) |
Y Axis | The report field used for the vertical axis (values, e.g., revenue amounts) |
Y Axis Calculation | How Y values are aggregated: Sum, Average, Min, Max, Count, or Distinct Count |
Sort By | Whether to sort the chart by X Axis values or by Y Axis values |
Top Records | Limits the chart to the top N data points (e.g., enter 10 to show the top 10 results). Leave blank to show all. |
Title | An optional label override |
Table and Pivot Widget Fields
Field | Description |
Report | The saved report to display |
Title | An optional label override |
Calculation Reference
Calculation | What It Does |
Sum | Adds all values together. Use for totals (e.g., total revenue). |
Average | Divides the total by the count. Use for averages (e.g., average nightly rate). |
Min | Returns the smallest value in the dataset. |
Max | Returns the largest value in the dataset. |
Count | Counts the number of records (rows). |
Distinct Count | Counts the number of unique values, ignoring duplicates. |
Editing a Widget
Open the dashboard containing the widget.
Select the pencil (edit) icon on the widget.
Update the fields and select Save.
Duplicating a Widget
Open the dashboard.
Select the edit icon on the widget.
In the widget editor, select Duplicate.
A copy of the widget is added to the dashboard. You can then edit the copy independently.
Deleting a Widget
Open the dashboard.
Select the X icon on the widget.
Confirm the deletion.
Important: Deleting a widget is permanent. The underlying report is not affected — only the widget display is removed.
Repositioning and Resizing Widgets
On any dashboard you have permission to edit:
Drag the widget header to move it to a new position on the grid
Drag the bottom-right corner of a widget to resize it
Position and size changes are saved automatically — no Save button is needed.