Dashboard Widgets allow users to visualize key data and metrics in a customized format. You can easily activate widgets to display the information most relevant to your role and also download the data for offline analysis or reporting.


To apply filter to the widgets on your dashboard, follow the steps below:


  • Navigate to the Dashboard page.


  • Click on the Open Filter option available within the widget.




  • Once you have selected the required filters, click Apply


 


Your filtered data will now be visible on the widgets. You can further configure or personalize them as needed using the widget’s title bar options.


PS: Synergita implementation for your Organization may vary from how the features are described here. The screen shots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.