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Widget - Add / Edit / Delete

DETAILED PROCEDURE

Add a widget

1. Select the appropriate dashboard

    • First, make sure you are in the correct dashboard. If your environment contains multiple dashboards, verify that the one you selected corresponds to your display needs.

       

    • This step is crucial to avoid adding the widget in the wrong location.

2. Click the “+” button

    • Once the correct dashboard is selected, click the “+” icon located at the top left in the widget management area.

       

    • This action opens the configuration window for the new widget.

3. Enter the title (Required)

    • In the “Title” field, enter a name that reflects the widget’s function or content (e.g., “Monthly Donation Tracking”).

       

    • This title will be visible to all users, so it must be clear and relevant.

4. Set the widget position (Required)

    • The “Position” field determines the display order of the widget in the dashboard.

       

    • You may keep the default value or change it to organize your widgets according to your priorities.

5. Choose the location (data source) (Required)

    • Select the data source the widget should display (e.g., transactions, receipts, statistics).

       

    • This step is essential to ensure the widget displays accurate information.

6. Configure quick filters (Required)

    • Quick filters vary depending on the selected location. They allow you to limit the displayed data (e.g., by period, by type of transaction).

       

    • Select the relevant options to obtain a targeted display.

7. Apply a saved filter (Optional)

    • If you have created custom filters in Prodon Classique, you can apply them here to further refine the data.

       

    • This step is optional but useful for precise analysis.

8. Select the display mode (Required)

    • Choose how the data will be presented (e.g., table, chart, indicator).

       

    • The display mode should match the widget’s purpose (analysis, tracking, summary).

9. Select the analysis grid (Required)

    • Choose the analysis grid previously created in Prodon Classique.

       

    • This grid defines the structure and analysis criteria of the data.

10. Set the calculation (Required)

    • Specify the field used to display the results (e.g., sum of amounts, number of entries).

       

    • This configuration directly affects the indicators displayed in the widget.

11. Set the sorting (Optional)

    • Choose the order in which results are displayed (e.g., from newest to oldest, by descending amount).

    • This step is optional but improves data readability.

12. Save the widget

    • Once all the information is entered, click “Save” to store the configuration.

       

    • Verify that the widget appears correctly in the dashboard.

Edit a widget

Place the cursor over the widget you want to edit and click the pencil icon.
You will access the same fields as when adding a widget, allowing you to adjust the title, filters, display mode, etc.
Save your changes to apply them.

Remove a widget

Place the cursor over the widget you want to delete and click the trash icon.
A confirmation window will appear: click “Yes” to confirm the deletion.
Verify that the widget no longer appears in the dashboard.

Additional information is available in our Frequently Asked Questions, accessible in the following documentation:

FAQ - Widget - Add / Edit / Delete