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Selecting Add Widget when Viewing a Dashboard will open a window where you can add a new widget to the dashboard. All widgets are based on an Interactive Report template in PICSWebPICS. They can either be generated from scratch when you open the dashboard, or populated from a recently run Saved Report.

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You will then need to choose the Widget Type. The following options are available:

New Widget

Choosing Set up the widget now will create a new widget from scratch. After selecting Next you will be able to customise the report according to the usual interactive report options.

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Once you have customised the report, select Save to add the new widget to the dashboard. You can then adjust the format and layout of your widgets when Viewing the Dashboard.

Creating a Widget from a Saved Report

Tip

We recommend creating widgets from saved reports rather than generating new widgets for the following reasons:

  • Speed – The ‘basic’ widgets run the entire report every time you open the dashboard. This means the data is always “live” but can put a strain on the database and affect the loading speed. It also causes lots of duplication when similar widgets are created with only slight differences. With saved reports, the core data is already identified so does not need to be recalculated before display.

  • Easier to create similar widgets – Using ‘basic’ widgets, the same report options need to be set up multiple times to create similar reports (for example, the same widget but with a different analysis column). With saved reports, the initial report setup and selection is only done once - then you create additional widgets each with different display or filter options as required.

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