Purpose Statement

The Report Chart Widget allows users to display the chart portion of a Summary Report directly on a dashboard. This helps agencies quickly visualize trends, statistics, and performance metrics without opening the full report.

Unlike the standard Report Widget, the Report Chart Widget only displays the chart visualization and does not include the underlying report data table.

Background Information

Report Chart Widgets are designed to provide high-level visual insights from Summary Reports created in Ad Hoc Reporting. These widgets are commonly used on dashboards to monitor incident trends, staffing activity, response metrics, or operational summaries.

Important considerations:

• Only Summary Reports with charts can be used
• Tabular Reports do not support charts and will not appear in the selection list
• The widget title must be entered manually
• Dashboard users can resize and configure widgets after placement

Common use cases include:

• Incident trends by month/year
• Call volume summaries
• Staffing analytics
• Response performance metrics

Required Permissions

Users should have permissions for:

• Dashboards Module Access
• Dashboard Edit Permissions
• Ad Hoc Reporting Access
• Report Viewing Permissions
• Widget Configuration Permissions

Depending on agency configuration, these permissions may be assigned to:

• Administrators
• Supervisors
• Data Managers
• Command Staff

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Step-by-Step Guide

Access the Dashboards Module

1. Click the first two icons in the upper-left corner to open the Module Stack.
2. Select the Dashboards module from the top of the Module Stack.

Open or Create a Dashboard

1. Choose one of the following options:
   • Open an existing dashboard
   • Create a new dashboard from the Dashboard List
2. Select the dashboard you want to edit from the dashboard dropdown menu.

Edit the Dashboard Layout

1. Click Edit Layout.

   

   
    

2. Select Add Widget.
   
   

Add a Report Chart Widget

1. From the widget dropdown menu, select Report Chart.
   
   
    
2. In the configuration window:
   • Select the desired Summary Report Chart

   • Only Summary Reports with a chart will be displayed
      

     

     
      

3. Enter a widget title.
   • The report title does not automatically transfer to the widget
   • The title entered here displays in the widget title bar

Save the Widget

1. Click Add to place the widget on the dashboard.
2. The widget will appear within the dashboard editing layout.

Resize the Widget

1. Use the resize handle in the lower-left corner of the widget.
2. Drag:
   • Left or right to adjust width
   • Up or down to adjust height

Edit the Widget Configuration

1. Click the Edit Pencil icon to:
   • Change the selected report
   • Update the widget title
2. Click the Settings icon to:
   • Adjust report filters
   • Configure displayed columns
3. Click the Trash Can icon to delete the widget from the dashboard.

Note: Since this widget only displays the chart portion, filter and column changes to settings may have limited visible impact.

Save Configuration Changes

1. After making updates, click Add within the widget configuration.
   
   
   
    
2. Return to the dashboard editor and click Save again at the top of the page to finalize dashboard changes.

Best Practices

• Use clear, descriptive widget titles
• Verify reports are Summary Reports before attempting to add charts
• Preview charts before saving widgets
• Resize widgets appropriately for readability
• Save dashboard changes immediately after modifications
• Use Report Chart Widgets for visual summaries only
• Use standard Report Widgets when full report data is needed