Ability to select a widget and have a report with the data revealed

  • 4
  • Idea
  • Updated 2 weeks ago
  • Under Consideration
This is a huge issue for us as we need the ability to select the widget within a dashboard and it pop up with a report that provides that information.  Unfortunately today, we have to use our dashboard space and create a widget and a report (details of the widget number) instead of the system showing the report when the widget is selected.
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Amanda Neil

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Posted 1 month ago

  • 4
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Tim Schukar, Employee

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Hey Amanda!  I know this is a common ask and I'll let the product team respond to specifics, but this IS on the radar and we are working towards it!
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Dan Ahrens, Official Rep

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Hi Amanda, there might be a little bit of confusion here. A widget is a report with a single numerical value. For example, sum of ARR up for renewal this quarter. 

It sounds like maybe what you're asking for is to allow the widget to be linked to a second report that has more detail than the widget report. Is that a fair guess?
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Amanda Neil

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Yes the link to the actual report that provides the details is what is required, thank you
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Dan Ahrens, Official Rep

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So here's the detail of what goes into a widget report. 

A widget view that might look like this:

Is driven by this report:



So as you can see, there are no details to drill into, just a single number. 

If we wanted to get more detail, you'd have to build a different report to show the drill in detail that you're looking for. 

Is this in line with what you were thinking?
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Amanda Neil

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Yes the ability to select the widget number and it drill into the report details, which could be defined by the admin/user (new report) as long as it did not take up space on the dashboard.
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Sarah Kiani

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I got the same request from my team. For now, I had to build out separate reports and add them in the dashboard but it'd be great if we could get what Amanda suggested i.e. an expanded view if a CSM clicks into a widget.
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Sai Ram Pulluri, Official Rep

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Hi All, This is a good ask and changing this to an idea post. Redirecting this to our product team. 
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Rakesh, Employee

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Hi Amanda,
Thanks for bringing this up. This is now on our long-term roadmap. I'll update this post with an ETA once that is available.