How to add a Widget?

After creating your custom Dashboard, follow these steps to add widgets:

Select the widget of your choice and drag it onto the canvas.

Widget sizes range from a minimum of 2×3 to a maximum of 12×12, with the default widget size being 6×3. You can resize widgets by clicking and dragging the lower-right corner to expand or shrink them.

After dropping the widget onto the canvas, choose the desired project from the ‘Select Project’ dropdown.
Once you have selected the project, you can select the Question, Metadata or Directory for which you want the data to be displayed in the widget from the Select Question/Metadata or Directory dropdown. You can choose:
- Question: Select this option if you want to display data for a specific question from your project in the widget.
- Metadata: Select this option if you want to display data related to the project’s metadata.
- Directory: Choose this option to display the response distribution for contact or activity fields based on the responses collected from the directory.
You also have the option to change the widget title. By default, the title will be the same as the selected question text.
Set your widget as a Graph or a Trend using the ‘Data Display’ option.
Further customize your widgets using the ‘Advanced Settings’ options. We explain advanced settings for each Widget type in Type of Widgets.
Apply Filter. or Segmentation. to these widgets as needed.
After making all the required changes, click ‘Save,’ and the widget will be displayed on the Dashboard accordingly.