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Dashboard Widget: Report

Purpose Statement

The Report Widget allows users to display live report data directly within a dashboard. This feature enables Fire and EMS agencies to monitor operational metrics, analyze trends, and access report data without leaving the Dashboards module.

Report widgets pull information directly from the Reports module and automatically update as new data is entered into the system.

Background Information

Report widgets are embedded dashboard components that display reports created in the Reports module. Multiple report widgets can be displayed simultaneously on a single dashboard, allowing users to monitor several data points at once.

Because report widgets use live system data, updates made in connected modules are reflected automatically within the dashboard reports.

Users can also interact with reports directly from the dashboard by:

  • Applying report filters
  • Navigating report pages
  • Downloading report data
  • Printing reports
  • Opening reports in a separate browser tab

Report widgets support customization options such as resizing, column visibility adjustments, and dashboard-specific filter configurations.

Required Permissions

Users must have the following permissions to add and manage Report Widgets:

  • Access Dashboards Module
  • Create/Edit Dashboards
  • View Reports
  • Access Shared Reports
  • Edit Dashboard Layouts

To add a report widget, users must have permission to access the selected report. The report must either:

  • Be created by the user
  • Be shared with the user
  • Be accessible through assigned permissions

Video

Step-by-Step Guide

Access the Dashboard

  1. Click the First Due icon in the upper-left corner.
  2. Open the Dashboards module.
  3. Select an existing dashboard from the dashboard dropdown list.

 

Enter Dashboard Editing Mode

  1. Open the desired dashboard.
  2. Click Edit Layout.
  3. Confirm the dashboard enters editing mode.

 

Add a Report Widget

  1. Click Add Widget.



     

  2. Select Report Widget from the widget list.


     

  3. Choose a report from the report dropdown menu.

 

The dropdown displays:

  • Reports you created
  • Shared reports
  • Reports you have permission to access
  • Available FDR reports

 

Configure the Report Widget

  1. Select the desired report.
  2. Enter a Widget Title.

Note: The report name does not automatically populate as the widget title. You must manually enter a descriptive title.

 

  1. Use the Preview Panel to verify the selected report when available.




     

  2. Click Add.

     

The report widget will now appear on the dashboard.

 

 

Edit a Report Widget

After adding the widget, users can:

  • Click the Edit Icon to modify:
    • Widget title
    • Report selection
  • Click the Settings Icon to:
    • Add or remove columns
    • Adjust filters
    • Customize dashboard display settings
  • Click the Trash Can icon if you want to delete this Report Widget

 

Resize and Rearrange Widgets

  1. Hover over the lower corner of the widget.
  2. Drag the resize handle to adjust widget dimensions.
  3. Drag and reposition widgets within the dashboard layout.

 

Save Dashboard Changes

  1. After making changes, click Save.
  2. The updated layout will be locked into the dashboard.

 

Using Report Widget Features

Apply Report Filters

  1. Click the Filter Icon at the top of the widget.
  2. Select filter values.
  3. Click Apply.

Filtered results update directly within the dashboard.

 

Navigate Report Pages

Use the page navigation controls at the bottom of the report widget to move between report pages.

 

Download or Print Reports

Users may have options to:

  • Download CSV files
  • Print PDFs
  • Export XML files (if enabled by the agency)

 

Open the Full Report

Click the Expand Arrow Icon to open the full report in a new browser tab.

This action:

  • Leaves the dashboard open in the original tab
  • Opens the full report separately for additional analysis

Best Practices

  • Use descriptive widget titles that clearly identify the report content.
  • Preview reports before adding them to dashboards.
  • Organize widgets logically by operational category or workflow.
  • Resize widgets consistently for a cleaner dashboard appearance.
  • Limit excessive widgets on a single dashboard to maintain performance and readability.
  • Use dashboard filters for quick operational analysis without leaving the dashboard.
  • Save dashboard changes frequently while editing.

Troubleshooting & FAQs

Why don’t I see a report in the dropdown list?

You may not have permission to access the report, or the report has not been shared with you.

Why is the widget title blank?

Report names do not automatically transfer into the widget title field. Titles must be entered manually.

Why does the preview not display?

Preview functionality works on most reports but may not be available for all report types.

Why are filters missing from the report widget?

Filters only appear if the original report was configured with filters.

Why did my report open in another browser tab?

The Expand Arrow Icon opens the full report outside the dashboard for additional functionality and analysis.

Why are dashboard changes not saving?

Make sure to click the Save button before leaving editing mode.