Setting Up Dashboard Widgets - CR

In Clik Remote there are two types of widgets you can create for your dashboard: a counter widget and a chart widget. This guide will show you how to create both.

These steps will need to be completed in the main Clik Service software. Go to Settings > Clik Remote > Manage Users & Settings.

Counter Widgets

Counter widgets or ‘Blocks’ can display the value of a chosen property in Clik Remote. Select ‘New Counter Widget’ to start setting these up.

You will then be asked to select a report for the counter widget to use as a source. In this example, we are going to create a widget to display Incomplete Jobs, so have selected ‘Job Summary’. After selecting one, click ‘Next’.

You will then need to select the criteria. For the example of our incomplete jobs, select ‘Complete’, ‘=’ and ‘No’ in the '<select field>' boxes, then click ‘Next’.

You can then label your widget and assign it a colour. Change the value type and click ‘Next’.

Now you can establish who will be able to see and use this widget on their Clik Remote dashboard. Simply tick the box next to your chosen users and click ‘Next’.

You have now created your counter widget. To learn how to configure these onto your Clik Remote dashboard, see this article.

Chart Widgets

Chart widgets are a great way to see visual reports straightaway on your dashboard.

If you’ve created a number of summary reports (find out how to create reports here) you can also use them for chart widgets, just click on 'New Chart Widget'.

Select your report from the drop-down list. Here you can also select the users who will be able to view that report in their Clik Remote dashboard. Click on the relevant tick boxes and when you are happy, click ‘Ok’.

You will now be able to access the chart widget on your remote dashboard. Find out how to configure them in this article.

Published: August 2019