Managing Widgets

See Editing a Widget.

To swap one widget with another, from the Widget Settings menu, select Move Widget. On selecting,

• the original widget becomes outlined in orange
• the destination widget becomes outlined in green

To perform the swap, click on a green destination widget. To cancel the swap, click .

Fig. 2 - Moving a widget from the left panel to the right

To empty a widget container of its widget, from the Widget Settings menu, select Remove Widget. A confirmation dialogue will appear.

• Click Yes to empty the widget container
• Click No to cancel the removal

1. From the Widget Settings menu, select Rename. The widget's name becomes editable.
2. Type a new name.
3. To commit the name change, press Enter, or click anywhere outside the edit box. The new name will then be displayed at the top of the widget.

A widget's description is displayed in a smaller font below the widget's header. By default, it is blank.

Fig. 3 - Name and Description

To add, remove or edit a brief description of the widget's contents or purpose, from the Widget Settings menu, select Edit Description. The widget's description becomes editable.

To add or edit, type a description.

To remove, delete all text.

To commit the change, press Enter, or click anywhere outside the edit box. The description will then either be displayed under the widget’s name, or removed.

Dashboard filters affect all widgets on a dashboard except those that have locked filters.

To prevent a widget from being affected by dashboard-level filters (see Applying Data Filters), from the Widget Settings menu, select Lock Filters. A 'locked' icon will appear in the widget's header bar, and dashboard filters will not affect the widget. Widget filters can still be edited.

To unlock, from the Widget Settings menu, select Unlock Filters.

Only present in the menu for static reports. See Static Reports.

See Adding a Widget

Real-time widgets will update to reflect the latest data at the Default Refresh Rate set in User Options. If you don't want to wait until the next auto-refresh, a widget's data can be refreshed manually by clicking Reload.

Static report widgets do not auto-refresh, so to display the latest data, refresh manually by clicking Reload.

To duplicate a widget:

1. Add a row to the dashboard. See Changing a Dashboard Layout
2. Click on an empty widget's large + button
3. Select More Actions > Duplicate Existing. The dashboard will then show:
   1. the destination widget highlighted with an orange border
   2. any source widgets available for duplication with a green border
4. To select a widget to duplicate, click on a green-bordered widget

The source widget is duplicated in its entirety in the destination widget.

A widget can be maximized to fill the Softdial Reporter™ 5 window by clicking Maximize. This overlays the widget in front of the entire Reporter window, and can then be closed to return to 'normal' viewing.

Some widgets display additional information in the context menu when you hover over a particular element. Details are as follows:

For widget types which support legends (i.e. bar, column, line, area, pie chart), an item may be shown/ hidden in the chart by clicking on its corresponding item in the legend.

Fig. 4 - Legend Differences

For example, in Fig. 4, the endpoint 2002 is shown in the picture on the left, and hidden on the right. Note that the pie chart has re-drawn itself to display 4 items instead of 5.