How to use the widget builder

Learn how to create a widget from scratch and add it to your dashboard

The widget builder is the most flexible and easy to use tool to create your custom widgets. 

The information within advanced reports is influenced by permissions and the company's hierarchy. This means that even though you might have access to advanced reports, the information you see, such as salaries, will be tailored to your hierarchical position within the company. For instance, the average salary you see could differ significantly from what your manager sees, reflecting the varying hierarchical levels.



Where to find the widget builder

  1. On your sidebar, go to Analytics
  2. Head to Advanced reports
  3. Open a dashboard or create a new one
  4. Click on Add new widget and select Use widget builder


How to create a widget

  1. From the Widget builder page, select the widget type:
    • Bar chart
    • Pie chart
    • Lines chart
    • Area chart
    • Table
    • Summary
  2. Select the data you want to see

💡 You have the ability to:

  • Group your information based on any data
  • Filter the data to include or exclude specific information

If you encounter duplicated information in the table chart (e.g., you see the same employee in multiple rows), simply group the data by the relevant field. In this case, group by Employee full name.



When creating widgets with Bar, Line, or Area chart types, you can visualize cohort type of information. To create cohort widgets, ensure that you've chosen cohort data for the X-axis. You can identify cohort data by the 'clock icon' next to the field.

Also, remember that when you want to create a bar, line, or area chart, you should always have a numerical value for the Y-axis. You can either select a numeric field or, if you choose another field, aggregate it by count.


3. When you are done, click on Save to dashboard 

💡If you select any field, the builder will guide you which fields are compatible along with the ones you’ve already selected by graying out the none compatible ones.


❗If you change the order of data in the left selection list (e.g., from 'name, surname, gender' to 'gender, name, surname'), it can cause errors in some cases because the selection order is crucial technically. If you encounter an error while changing the order, you should revert to the original order.


The widget builder doesn’t allow to select data from more than 2 tables for now. You can always do that with SQL editor.




How to edit a widget

  1. From the Dashboard page, choose the widget you want to edit
  2. Click on the three dots icon
  3. Select View and edit
  4. Make the changes
  5. Click on Save to dashboard
  6. Edit the widget name
  7. Click on Save widget

💡 You can edit and customize a widget using the SQL editor.

  1. From the Dashboard page, choose the widget you want to edit
  2. Click on the three dots icon
  3. Select Open in SQL editor

💡 By clicking on the three dots icon, you can also:

  • Share the widget
  • Clone the widget
  • Move it to another dashboard
  • Download it (.cvs, .xlsx or .txt)
  • Remove it





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