As you already know widgets are created based on reports in your system. So, you need to make sure that the data you want on your dashboard has been saved as a report before you configure your dashboard widgets.
Activity widget helps you give your users a snapshot of activities. Feed for the ‘Activity widget’ comes from the ‘Activity’ part of the reports section. Some of the example reports are,
- Daily activities due – Useful for an individual
- Weekly activities due – Useful for an individual
- Next week’s activities – – Useful for an individual
- Team activities – – Useful for managers
Following is a sample screenshot of activities widget, the two widgets ‘Unanswered Calls’ and ‘Promise Taken’ are activity widgets.
Following video gives you a view of how first to create a report in activities and then use it to create a widget in dashboard by using the ‘Activity Widget’.