The Generic Chart widget presents a chart showing the distribution of objects across different status values. Use it to see at a glance how your processes, value streams and managed documents are tracking.
What this widget is for
Status is the heartbeat of your content library. A Generic Chart answers questions like "how much of our process library is published?" or "how many documents are overdue for review?" without opening a report. Put one on a management dashboard to show the balance between draft, published and overdue content at every review meeting.
What the widget shows
The widget displays a donut or bar chart. Each segment represents a status value, and the legend identifies the statuses shown. The chart counts the object types you select and displays only the statuses you include.
Quick Steps
Select the Edit Layout button on the dashboard.
Select the Add widget button. The Add Dashboard Widget window opens.
On the Details tab, enter a widget header and select Generic Chart from the Type dropdown.
On the Configuration tab, set the options listed below.
Select the green Save button. The widget displays on the dashboard.
Select the Done button to exit editing mode.
Configuration options
Company Scope: choose whether the widget uses data from the currently selected company or from all companies (Selected Company / All Companies).
Object Types: choose which record types to count (Process, Managed Document, Value Stream).
Statuses: choose which status values to include in the chart (for example Published, Draft or Overdue).
Metric: the measure displayed - Objects By Status.
Chart Kind: choose a Donut or Bar chart.
Legend position: choose where the legend appears: Top or Right.
Limit: the maximum number of segments shown.
Every widget also has common display options for the header, title, subtitle, help text and title styling. See Managing Dashboard Widgets for details.
Example
An example of the Generic Chart widget on a dashboard.
Further Information