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How To Configure The Events Widget

Configuring The Events Widget

The Events Widget is very simple to configure yet very versatile in the information it can display. It is ideal for displaying global event numbers, by form, by site, or by org unit as seen in the example below.

Event Widget Example.png

Creating And Configuring The Events Widget

Go to Dashboard > Add Widget > Event and click on Events Widget. Click OK at the bottom of the screen.

CMO - Dashboards - Events Widget - How To Configure The Events Widget - Initial Widget Menu Navigation.png

The widget will display in the top left-hand corner of your dashboard. Drag it to where you would like it to display.

It will likely display data, such as shown below. Review the display of data and determine what you want to display (which events, for which part of your org structure, for what time period, in what format – Pie chart, Bar chart, Column chart…)

Click the cog wheel in the top right-hand corner to go to the configuration screen.

CMO - Dashboards - Events Widget - How To Configure The Events Widget Cog Wheel Navigation.png

In the Configuration screen enter a Widget Title.

Events breakdown by: Allows you to choose the criteria for the data display. The default is Org Unit, which is shown above.

CMO - Dashboards - Events Widget - How To Configure The Events Widget Data Type Selection.png

The following filters are available if needed:

Org Unit/Location Type: If you choose With Binding (as shown) the Org Unit and Location fields will display in parallel. If Without Binding is chosen, the filters will display in consecutive order. The same results can be achieved by either choice.

CMO - Dashboards - Events Widget - How To Configure The Events Widget Org Unit Or Location Type.png

Event Category: If you have the selected event category assigned to a response in your event, the event will display in the widget.

CMO - Dashboards - Events Widget - How To Configure The Events Widget Event Category.png

You may select multiple forms. If this is chosen in conjunction with Event Category above, only the forms with the Event Category in the Forms selected will display (there is an AND modifier with these filters, not OR).
CMO - Dashboards - Events Widget - How To Configure The Events Widget Form Selection.png

You may also filter on multiple statuses.

CMO - Dashboards - Events Widget - How To Configure The Events Widget Status Option.png

You may select various date filters. You may also click Specify period and select a specific date range.

CMO - Dashboards - Events Widget - How To Configure The Events Widget Date Filter.png

Additionally, you will have 4 chart types to choose from.

CMO - Dashboards - Events Widget - How To Configure The Events Widget Chart Types.png

You may have a target line display on bar and column charts.

You may show a Legend for Pie and Donut charts (see below) and/or show data labels.

Color Scheme: Multicolored as shown below or monochrome.

Click the file icon at the bottom of the screen to save the configuration. You will then be returned to the dashboard where you can view your widget.

CMO - Dashboards - Events Widget - How To Configure The Events Widget Target Selection.png

See the example below for a completed Events Widget.

CMO - Dashboards - Events Widget - How To Configure The Events Widget Final Widget Example.png

Final notes on navigation from the Widget window:

Cog Wheel: To get back to the Configuration screen.

Arrow Coming out of Box icon: To view the widget in full screen mode.

Trash Can: To delete.

CMO - Dashboards - Events Widget - How To Configure The Events Widget Upper Right Icon Descriptions.png

Video Demo

Coming soon...

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