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Numbers

Adding a Numbers Widget

  1. In the Edit Mode tab of the Dashboards Building Interface, click the "add a widget" button.
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  1. Choose the number option from the widget list.
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  1. In sidebar in the top left corner , double click on Untitled widget and provide a name for the selected widget.
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  1. Choose a data source: Tables, Case Management Tables or Case Management Reportings and proceed by selecting the specific table column from the data source you would like to use.
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  1. Optional- Under the Filters section, you can set the number to count or summarize specific records by condition(s) by using the condition builder.
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  1. Under the Numbers section:

    1. If you select Record Count:

      1. It will display the number of records available on the selected source table on the Numbers widget.

    OR

    1. If you select Field Function (You can only add a Field Function if the selected column is a numeric value).

      1. Choose a column: Time from Status Open to Status, Time in Status or Time to Assign
      2. Choose the sum operation that will be used to calculate the selected column values: Sum, Maximum, Minimum, Average or Median.
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Editing a Number Widget

  1. In the top-right corner of the selected chart widget, click on the Pen icon, and then continue to make any desired changes in the left-hand side bar. Any changes you make will automatically be applied to the Number Widget.
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Deleting a Number Widget

  1. In the top-right corner of the selected Number widget, click on the Pen icon, then in the left-hand sidebar, click the Thumbnail icon in the top-right corner and then select the delete button.

  2. The Number widget will be removed from your Dashboard Building Interface.

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