Report Widgets

You can create customized widgets, pin them to a dashboard, and also download report widgets to your device using the Report builder.

Creating a Widget

Creating a User Summary Widget

To create a User Summary widget that displays the information on user groups, roles, and login summary:
  1. On the Reports :: Canvas page, click Create new widget.
  2. On the Reports::Canvas > Create page, enter a Widget name (mandatory field) and Description (optional field).
  3. Select the Widget size as Small or Large.
  4. Select the report(s) to be displayed on the widget from the list of metric reports available.
  5. To see a preview of the widget, click Apply.
    The preview is displayed on the right side of the page.
  6. Click Save.
  7. To enable the widget, turn on the Status toggle.
    The User Summary widget is displayed on the Reports :: Canvaspage.
    Important: Only enabled widgets are available on the Reports :: Canvas page.

Creating a Certificate Lifecycle Management Widget

To create a Certificate Lifecycle Management widget that displays a snapshot of certificate actions performed:
  1. On the Reports :: Canvas page, click Create new widget.
  2. On the Reports::Canvas > Create page, enter a Widget name (mandatory field) and Description (optional field).
  3. Select the Widget size as Small or Large.
  4. Select the report(s) to be displayed on the widget from the list of metric reports available.
  5. To see a preview of the widget, click Apply.
    The preview is displayed on the right side of the page.
  6. To view this widget as a pie chart, from the options available on top of the widget, click .
    Note: You can choose between four chart types: metric, bar, pie, and donut.
  7. To save this widget, click Save.
  8. To enable the widget, turn on the Status toggle.
    The Certificate Lifecycle Management widget is displayed on the Reports :: Canvas page.
    Important: Only enabled widgets are available on the Reports :: Canvas page.

Downloading Report Widgets

Report widgets can also be downloaded to your device as a PDF or CSV file.

To download the widget as PDF:

  1. From the Dashboard inventory page, select the Usage_And_Adoption_Metrics dashboard.
    This dashboard displays all the widgets pinned to this dashboard.
  2. To download a widget, from the top right corner of the widget, click .
  3. From the options displayed, select Download as PDF.
    The widget is downloaded to your machine as a PDF file.

Pinning a Widget to a Dashboard

Once a widget has been created and saved, it can be pinned to a dashboard.

To pin a widget to a dashboard:

  1. On the Report :: Canvas page, click on the widget to be pinned.
  2. Click Pin to dashboard.
  3. To pin the widget to an existing dashboard, click Existing dashboard.
  4. Select a dashboard from the list of dashboards displayed in the dropdown.
  5. To pin the widget to the selected dashboard, click Save.
  6. On the Dashboard inventory page, click on the dashboard to which this widget was pinned.
    The widget is displayed on the dashboard.