GURUBoard Widgets display real time data to the user. The widgets can be edited and customized to suit the user’s business needs.
Required Permissions: Create, Delete, Update GURUBoards and/or Create, Delete, Update Widgets.
Where to Start
- Select the Tools icon to open available options.
- Select Edit to update the widget.
- All widgets allow the user to edit the Title.
- Select Records per page to edit how many records display on each page.
- Select Ok to save the changes.
Edit a List Link Widget
- Delete a link from the list - click the Delete button.
- Add a new link row - click New Link or New Vendor. Enter the Link URL and a Title for the link. Repeat as needed, then select Ok to save the changes.
- Select Ok to save all changes to the widget.
Edit a News Widget
- All widgets allow the user to edit the Title.
- Select Records per page to edit how many records display on each page.
- Specify an RSS news feed - enter the Feed URL.
- See a summary of the feed - enable Show Feed Summary.
- Select Ok to save the changes.
Configure Widgets on the Dashboard
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Drag the widget’s Move icon to change its location or grab the widget’s title bar any place to the left of the icons. Drop the widget when the desired position is outlined.
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Select the Resize icon to expand the widget to full screen, or restore it to its original size.
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Select the Filters icon to select the Common Filters to be applied to the widget. Check each desired filter, then click the Filters icon again to close the list. Common Filters can be applied to any Widget.
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Select the Expand / Collapse icon on the Quick Filters row to view/hide the filters). The icon indicates the current state of the Quick Filters row: expanded or collapsed . The Quick Filters row defaults to the Widget-Specific Filters.
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Click the Exports icon to Export to Excel the Current Fields or All Fields. If all fields are automatically included, the menu reads simply Export to Excel.
Users may experience some delays when the Export to Excel (All Fields) option is selected, due to the amount of data being exported. Excel exports reflect the widget’s current drill down level and applied filters. If an All Fields export is needed, apply at least one filter prior to exporting, to reduce the amount of data being exported and the wait time needed for the export to complete. (foldable section)
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Tools: Click the Tools icon or double click the Title Bar to open the Tools menu. (foldable section)