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Configuring a dynamic table widget
Configuring a dynamic table widget

Configuring a dynamic widget - table type

Written by Raymond Carrel
Updated over a week ago

Table widgets are one of the types of Dynamic Widget available. They allow you to present select report data as a dashboard widget.

This has a range of benefits:

  • See up-to-date report information without having to run the report

  • Select key columns to present and reorder

  • Automatically filter report data

  • Share filtered data with other users

Check the previous section for instructions on adding a new dynamic widget.

Configuring the widget

Once you've added a new dynamic widget of table type, you can click on the cog icon to customise it.

By default, all of these settings will apply only to your current dashboard, although they will persist while it remains on the dashboard. They will not be permanently saved against the widget, though we will discuss later how specific configurations can be saved and provided to other users.

For a table widget, the settings are as follows:


You can override the previously-defined title here.

Timespan Type

You can change from the default month value to day, week, quarter, or year.

Initial Offset

You can choose to view a past or future period instead of defaulting to the current one.

Initial Span

This enables timespans of multiple days, weeks etc. instead of just one.

Tabular Columns

Here you can select which columns you want to show. You can also drag columns up and down to reorder them.


By default, all lines in the report will be included in the widget's results. In some cases, this will be sufficient.

However, by adding filters you can unlock the potential of dynamic widgets by including only information that matches certain conditions, e.g. suppliers, customers, statuses.

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