Create a Dashboard Gadget

1. From the Home screen, click Create a Gadget.
2. Select a gadget type. 
3. Select a recordset.

 Click  to filter the selected recordset to only the records you want to visualize.

If there is a Record Filter setup by your administrator for your role, those records will automatically be filtered out.

4. In the Group By section, select a field.

When creating a Bar or Column chart, add a second Group By field.

5. Enter a chart title.
6. Click Preview to review the gadget as it is built.

• For list gadgets, the preview is shown automatically as the gadget is built.
• Bar, column, and pie charts have additional fields:
  • Select a color for your data by clicking the colored dot to the right of the Group By field.
  • Select a field to measure by.  In the Sharing section, select roles and users to share the gadget with.

7. Select the option to display the gadget on the dashboard.

If a title is not entered, a title based on the recordset and fields is added.

8. Click Complete.

The gadget displays in the Gadget Library.