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.
You can change from the default month value to day, week, quarter, or year.
You can choose to view a past or future period instead of defaulting to the current one.
This enables timespans of multiple days, weeks etc. instead of just one.
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.