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Summary Widget Type

Summary widgets can be created to highlight pertinent information.  They can be used to return a count or text based on the results of a user report.  The widget will only return the first value in th

Updated over 2 weeks ago

Summary widgets can be created to highlight pertinent information. They can be used to return a count or text based on the results of a user report. The widget will only return the first value in the first row of a report.

Examples of Summary Widgets

Critical Data Missing Widget

Outbound to Antigua and Barbuda Widget

Text based result widget

Widget Options for Summary Widget Type

Summary Widget.png

Title

If a title is added, it will display across the top of the widget. If no title is entered, nothing will appear.

User Report

A user report can be selected to control the number value or text displayed in the widget title. The first value returned by the user report is what will be used in the widget.

Footer Type

A footer type must be selected to run a user report or navigate the user to an Assignment Pro screen or a custom URL.

  • <Page>: Will display as Go in the footer and will navigate the user to selected screen

  • <User Report>: Will display as View Details in the footer and will run specified User Report

  • <Custom URL>: Will display as Go in the footer and will navigate the user to specified screen. This may be a Equus Platform page or an external screen.

Title Font Size

Select the font size that the title of the widget will appear in. This allows for more customization and room the widgets take up on a page.

Icon

The icon will appear in the top left corner of the widget. * No Icon * can be selected if you do not want an icon on the widget.

Base Color

Select the color for the widget. The Title and Icon will be in the selected color. The widget border will also be the Base Color.

Preview

Users can preview the configured Summary widget. Changing the above noted properties will be reflected in the Preview. The “0” will not display the user report driven value; that will be displayed on the actual widget as viewed by the end user on a Dashboard Layout.

Cache Number of Hours Override

This is how many hours the data will be cached and will override any value entered on the Dashboard configuration page. Enter 0 (zero) for no caching.

Hide As of Date and Refresh Icon

This will hide the Date and Time and also the Refresh Icon from Widgets on the dashboard This is useful for widgets that are static and don't need to be refreshed by the User.

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