Views:
All widgets follow a widget framework and offer similar task options.

Widget Options Menu

Task
Steps
Add a new widget
  1. On the Dashboard, click a tab.
  2. Click the Settings button to the right of the tab display.
  3. Click Add Widgets.
  4. Select widgets to add.
    • In the drop-down on top of the widgets, select a category to narrow down the selections.
    • Use the search text box on top of the screen to search for a specific widget.
  5. Click Add.
Rename a widget
  1. Click the settings icon (dashboard-widget.jpgdashboard-widget-set.jpg).
  2. Type the new title.
  3. Click Save.
Refresh widget data
Click the refresh icon (dashboard-widget.jpgdashboard-widget-ref.jpg) to refresh widget data.
Get help
Click the question mark icon (dashboard-widget.jpgdashboard-widget-hel.jpg) to get help. The online help appears explaining how to use the widget.
Delete a widget
Click the delete icon (dashboard-widget.jpgdashboard-widget-del.jpg).
Move a widget within the same tab
Use drag-and-drop to move the widget to a different location within the tab.
Move a widget to a different tab
Use drag-and-drop to move the widget to the tab title. An option appears to either copy or move the widget to the destination tab location.
Change period
If available, click the Period drop-down menu to select the time period.
Resize a widget
To resize a widget on a multi-column tab, point the cursor to the right edge of the widget and then move the cursor to the left or right.