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Introduction to Widgets(CRM)

In this article, we will walk you through the basics of what Modules are, how they come together to create Dashboards, and how to view the underlying data.

Updated over 3 months ago
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Widget Overview

Title: The title of your Widget should be a descriptive name that will help you interpret the data on your Widget. For out of the box Widgets, Dazos sets these but they are customizable should you need to update them later

Total: This represents the record count of grouped data that you’re viewing in your Widget. Grouped data refers to the underlying report that was used to create the Widget. Rather than referring to it line by line, you can review it in groups. Some examples might be:

  • Viewing Admissions grouped by Date

  • Viewing Admissions grouped by Facility

  • Viewing Admissions grouped by Marketing Source

Quick Actions: In the upper right corner of your Widget, where applicable, you have the option to

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Expand the Widget to full screen

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Refresh the Widget to the latest data

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Edit the Widget if you have the appropriate permissions

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Download the Widget’s underlying data

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Adjust the Widget’s presentation of Grouped data

Accessing Reports: By clicking the “

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” hyperlink at the bottom of your Widget, you will be automatically redirected to the report that is depicted by your Widget. This is where you can do a deep dive into your data and customize the report (and subsequent Widget) as needed.

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