Creating customized dashboard widgets

Based on your business key performance indicators, you can add customized widgets to the dashboards that you create.

To add a customized widget, you must first define your filtering criteria. For example, you can create a filter to view invoices. See Creating filters.

Important: You can have a maximum of 6 widgets on a dashboard. To add more widgets, create another dashboard.

On the dashboard page, click the Add a new widget (+) tile.

Note: The Add a new widget (+) tile is not displayed if you already have six widgets on a dashboard.
On the Add new widget pop-up window, select the filter and statistic key.
Under Select type of chart, choose the visualization.
Click Done.
Your widget is now added to the dashboard.
Note: On custom dashboards, if the number of legends in a widget exceeds 10, Top 10 and Bottom 10 buttons are shown on the widget to enable display of the relevant data.