Working with Dashboard Widgets

You can perform these widget tasks for dashboard views:

Changes made to shared or system views are visible to other users. Changes you make to views that are shared with you are visible only to you. For details, refer to Sharing Views.

Adding Widgets to Dashboard Views

To add a widget to a dashboard view:

  1. Select one of these:
    • To change a Home page view, click the Home icon.

      image

    • To change an application view, click a pinned application icon on the toolbar.
  2. Do one of the following:
    • To add a personal widget to a dashboard view, select a dashboard from the navigation menu.
    • To add a widget to a shared dashboard view, click the Views icon (image) in the navigation pane, open the dashboard view, and then select Shared View.
      Note: You can only add widgets to shared views if you are the owner or co-owner.
  3. Click Add Widget on the dashboard page.
  4. Select one of these widget types:
    • Report
      The reports available to you are listed. You can search for a specific report or use the filters in the navigation pane to limit the list of reports.
      Note: If you are adding a widget to an application or application group view, reports are limited to that application or group.
    • URL

      Provide an URL for a Web page, such as your company intranet. Click Preview to see the page before you add it to your widget.

      Note: Some Web sites do not support embedding on other sites. If you cannot embed an external Web site into Work Center, refer to Web site's documentation.
  5. Click Next.
  6. Provide the following settings:
    • Widget Title

      For reports, the report name is provided, but you can change the title as needed. For URLs, you must provide a widget title.

    • Widget Height

      Select a height for the widget, based on the amount of content you expect it to contain.

Rearranging Widgets on a Dashboard

To rearrange widgets on a personal dashboard, select the dashboard from the navigation menu.

To rearrange widgets on a shared dashboard view, click the Views icon (image) in the navigation pane, open the dashboard view, and then select Shared View.

  1. To rearrange widgets, drag and drop them to your preferred location.
  2. To change the number of columns for the view, click the Change Layout icon (image), and then select your preferred layout.

Modifying Widgets on a Dashboard

To change a widget on a view, hover over the widget title bar, and then select one of these icons:

  • image

    Collapse the widget so that only the title bar appears.

  • image

    Expand collapsed widgets.

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    View the widget in a pop-up window.

  • Widget Edit

    Change the widget's title or size.

  • Remove Widget

    Remove the widget from the view.

Note: You may not be able to change or remove widgets from public or shared views.