Widget Configuration

Configuring Widgets

The widgets on your dashboard display key information and stats based on the inputs you provide. For each widget you add, you can configure the following:

● Workflow – This allows you to select the business workflow that the widget reports on.

● Attribute(s) – Widgets allow you to generate periodical reports on one or more shipping attributes.

● Period – allows you to select the time to display. The system default is 7 days; however, this can be configured to display data from the past 3 days, 7 days, 1 month, 6 months, or 1 year.

● Refresh Frequency – It allows you to select the frequency with which the widget refreshes. The system default is 15 minutes; however, you can set the refresh rate to be every 5, 10, 15, 30, or 60 minutes.

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Let's check out how to configure various widgets on the platform.

Chart Filter Widget

1. Click on the Add Widget button located at the center of the Dashboard page or the +Widget button located at the top right section.
2. A Add widget sidebar pops up containing all the 6 widget types.
   

Select and add the type of widget

3. Next, click on the + icon after the name CHART FILTER to add a Chart Filter widget.
4. This adds a new Chart Filter widget to your Dashboard.
5. Select the Business Workflow from the dropdown list to assign a business workflow to the widget. The widget displays data from the selected business workflow.
6. Also, select attributes from the Attribute list.
7. Set the Refresh frequency as per your requirements from the field located at the top right corner of the widget box.
8. Click on the Save button to save your widget.
   

Configure the data fields in the Chart Filter widget

Workflow Status widget

1. Click the Add Widget button located at the center of the Dashboard page or the +Widget button located at the top right section.
2. An Add widget window pops up containing all the 6 widget types.
3. Next, click on the + icon after the name WORKFLOW STATUS to add a Workflow Status widget.
4. This adds a new Workflow Status widget to your Dashboard.
5. Select the relevant Business Workflow from the dropdown list to assign a business workflow to the widget. The widget displays data from the selected business workflow.
6. Set the Refresh frequency as per your requirements.
7. Click the Save button to save your widget.
   

Configure data for the Workflow Status widget

Dispute Status widget

1. Click on the Add Widget button located at the center of the Dashboard page or the +Widget button located at the top right section.
2. An Add widget window pops up containing all the 6 widget types.
3. Next, click on the + icon after the name DISPUTE STATUS to add a Dispute Status widget.
4. This adds a new Dispute Status widget to your Dashboard.
5. Select the Business Workflow from the dropdown list to assign a business workflow to the widget. The widget displays data from the selected business workflow.
6. To set the Period, click on the relevant period (3 days, 7 days, 30 days, 6 months or 1 year) displayed at the top of the chart to set the number of days.
7. Set the Refresh frequency as per your requirements.
8. Click on the Save button to save your widget.
   

Configure data for the Dispute Status widget

Instance Created widget

1. Click the Add Widget button located at the center of the Dashboard page or the +Widget button located at the top right section.
2. An Add widget window pops up containing all the 6 widget types.
3. Next, click on the + icon after the name INSTANCE CREATED to add an Instance Created widget.
4. This adds a new Instance Created widget to your Dashboard.
5. Select the relevant Business Workflow from the dropdown list to assign a business workflow to the widget. The widget displays data from the selected business workflow.
6. Also, set the Period as well as Refresh frequency.
7. Click the Save button to save your widget.
   

Configure data fields in the Chart Filter widget

Edit Existing Widgets

Let's learn how to edit different types of existing widgets.

Renaming a widget

1.Click on the Dashboard page in the Navigation Panel to view the Dashboard.
2. Double-click the name of the widget you want to rename. A typable Name field appears.
3. Now, type in the name you want for that particular widget and click twice outside the Name field. The widget is now renamed.  

Renaming a widget

Modifying the period of a widget:

To set the Period of a widget, click on the relevant period (3 days, 7 days, 30 days, 6 months or 1 year) displayed at the top of the chart to set the number of days as per your requirements.

Editing the Period of a widget

Adding another attribute:

1. Click on the Attribute field.
2. This opens a dropdown list below the field.
3. Select the checkboxes pertaining to the attributes you want to add.
4. This adds the selected attribute(s) to the widget. 
   

Select the required attribute(s)