Widget Actions
Widgets are the charts and tables available within Dashboards to see all data within Regology. This page outlines some of the major functionality associated with widgets.
Time Filter
By default, a dashboard displays data associated with the last 90 days. Use the Date Range field on the upper-right side of the dashboard to select another time filter.
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You can apply any date range from the last 1 year.
Switching Chart Types
Everyone has a different preference for looking at and understanding data. With the Switch Chart Type functionality, you can switch between various chart types.
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Note: You can switch chart types for Regology-delivered dashboards, but if you leave or refresh the page, the default chart type reappears.
Additional Filters
For certain widgets, such as Alerts by Document Status, additional filter options have been added. This widget has additional filters for selecting alert types and workflow statuses.
Whenever these additional filters are available, they appear adjacent to the date filter.
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Exporting Widgets
Use the exporting widget options to download the data associated with a widget as PNG or CSV.
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When you choose the CSV option, the data on the widget is downloaded. The data you download is organized exactly as it is in your widget. The graphic view is not available in CSV formats.
Sharing Widgets
When you share a widget, even users who do not have access to Regology can view it. Users who do have access can also drill down from the data in the widget to view additional details.
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You can apply any filters to the widget, and when you copy the link to the widget, the filtered data alone is made available to users with the link.
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Regology Delivered Dashboards
Regology has provided some default dashboards for your convenience. You can find these dashboards by clicking on the All Dashboards dropdown at the top of the Dashboards page and selecting the dashboard you want to view.
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