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Default widgets

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Written by Yuliia Biletska
Updated over 2 months ago

Analytics widgets allow you to visualize different data so you can track every business process in detail, make data-driven decisions, and improve the effectiveness of your workflows.

The widgets are arranged in a Dashboard where you can add a maximum of six widgets and easily drag-and-drop them to change their position throughout the dashboard.

There are two types of widgets in your workspace: default and custom widgets.

Default widgets are added to the dashboard automatically. Anyone within a workspace can view the default widgets and the data they display. There are 2 default widgets: New documents and Teammates.

Note: Default widgets can't be removed. You can only hide from the Dashboard.

New documents widget tracks and displays information about the number of documents sent in your workspace.

To track the number of new documents created within this period, click the calendar icon and select a time period . After, click Apply.

Teammates widget tracks and displays information about the number of teammates in your workspace. Similar to the New documents widget, the Teammates one shows how many teammates were added to a workspace for a specific time period.

You can select a specific day, week, month, or custom time frame to view the number of new teammates created.

Manage analytics widgets

Use the three dots menu to manage your default widgets. Hide them from your Dashboard and download reports based on widget data. You can create and download reports in the following formats: PDF, CSV, or XLS.

Learn more about the custom widgets, check this article.

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