Pro tips

Asking the right questions

To add the right content into dashboards widgets you will need to define what should be displayed

First choose either List of records (worklists) or Aggregated values (charts, tables or number)

List of records

• Fields displayed in list ?
• Sorting field ?

Aggregated values

• Format ?
  • Number
  • Table
  • Chart (pie,bar)
• Metric ?
  • Field
  • Method (sum, average, min, max)
• Option: Categorization (group by another fields value)
• Option: Link to detailed data
  • URL to link to ?
  • Icon on button ?
    • Browse | Font awesome version 4 icons

Next consider which filters limit the data

• Period ranges ?
• Status limitations ?
• User relation information ?

In case you are generating normal record lists no effort is required for security filters and hiding deleted items.