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      Configuring a Widget in Business Insights

      Customizing widgets in Business Insights allows you to tailor the information displayed to your specific needs.

      Steps to Configure a Widget

      1. Locate the Widget:

        • Navigate to the widget on your dashboard that you wish to configure.

      2. Access Configuration Settings:

        • Click the three dots located in the upper right corner of the widget.

      3. Open Configuration:

        • Select "Configure" from the dropdown menu.

      4. Configure Widget Settings:

        • A pop-up window will appear, specific to the application you selected for the widget.
        • Complete the necessary fields in this window. This may include logging into third-party applications to retrieve the required data for display in the widget.

      5. Save Your Settings:

        • Once you have entered the necessary information, click the "Save Widget" button.

      6. Review the Widget:

        • After saving, the widget should now display the information as configured.

      7. Adjust Date Range Filters:

        • Use the date range filters available within the widget to dictate what data is displayed. This allows for more specific time-based data representation.

      Completion and Customization

      • Successful Configuration: You have now successfully completed configuring your widget.
      • Further Customization: Remember, you can always revisit the configuration settings to make additional changes or updates as needed.

      Tips for Effective Widget Configuration

      • Data Relevance: Ensure the data you configure for the widget is relevant to your analysis needs.
      • Third-Party Integration: If the widget requires data from a third-party application, ensure you have the correct login credentials and permissions to access the data.
      • Regular Updates: Periodically review and update your widget configurations to keep up with any changes in your data requirements or third-party application updates.