Training Guide - Basic Reporting
This resource guide is the companion to the Basic Reporting and Advanced Reporting training courses. This will help you explore the basic functions and features of the Query Builder in order to feel more comfortable with the process of building a report in X3. You will learn how to navigate the edit screen to include the fields you need on the report.
Reporting is selecting and outputting a specific set of data to suit your interest. When you select data it is referred to as a query. A query is the question that is asked of all the available data. The query narrows down and specifies exactly what data you are targeting. After the data is selected by the choices you make in a query, it can be displayed. In the set up of the report, you control how you want the data to be displayed.
The Query Builder is designed to allow access to a virtual table of data. This table represents the category of data you are seeking. The table is a collection of fields (can be thought of as columns) and records (can be thought of as rows). Each record holds a complete set of related data. The record is constructed of many fields which each hold one piece of data making up a complete set.
An example of this concept is work orders. Work orders are a category of data that exists. When you select the Work Order Table, you access a virtual table of data related to work orders. Each record (row) in this table represents a work order and all the related data associated with a work order. Each field (column) on the record makes up the individual items of that set. Some of the fields that make up a work order record are work order number, type, scheduled date, completed date, and work description.
When you build a query you select which fields you wish to see from the selected table(s) for all the records that will be viewed. When you run the query, only those fields will be placed into a smaller version of the table of data; that smaller table will be displayed on your screen. The order in which you view the selected fields can be modified after the fields are selected. You order the records by selecting which field(s) in the table should organize the data.
Usually, when building a query, you are only interested in seeing a small portion of the records in a table. Filtering is the concept of allowing or disallowing certain records to be viewed. To filter, you specify what data must be contained in a field to allow the record into the query. The records that meet the filter conditions will be brought into the query (added to the smaller table). Next, those records will be arranged into the order you specified. The resulting table will display only the fields you selected. This table will appear on your screen in different ways depending on the file output you select.
Users can be allowed to run reports only or they can be granted additional permission within the Query Builder to manipulate other reports. The permissions are available in the User Administration account page for each individual user under Query Tool Master (see left).
The Report Writer screen can be sorted by Name, Comments, Owner, Type, Public status, and Read-Only. Click on the column title to switch the view to separate the reports by that column heading. When you click on the diamond, it will become an arrow pointing up to show the reports in descending order by that heading, click the arrow.
NOTE: When you sort by Owner you are dividing the screen into queries you have made and those made by others.
The list of reports can be sorted and grouped, using the column headings.
To sort by a column, simply click on the heading. Click it again to alternate between ascending and descending order. You can also group reports together by a particular field by selecting the Group By This Field option in the dropdown menu for that column.
NOTE: While viewing a report, click the List tab will return you to the list of reports.
To add a new query, click the New button at the top of the list. This will bring up a window that lets you enter the name and type of your report. The name will simply be a way for you to identify this particular report and the type will help you categorize the various reports in the system.
In order to create a report, you must have at least one table from which the information for the report is being drawn. Use the Main Table dropdown to select the table that contains the information you want (ie: if you want the report to show information about work orders, select the Work Orders table).
NOTE: Be sure to choose the correct main table. The main table can not be changed once it is selected.
When you’re finished, click the Save button.
The report you’ve just made will be opened in edit mode and you’ll be taken to the Report tab. Here’s you’ll see, and be able to change, some basic information about your report:
You only need enter the information which you feel will give your report the look you want. The most important field is the Description. Without it, your users will have no idea what the report is. The other fields are optional and allow either ease of reading or use. This information can be modified at any time either from the main query page or from with the detail of the report itself.
When you are finished entering the information, click the Save button.
Clicking the Advanced Options button will bring up a screen where you can change these fields and others, including:
NOTE: To configure a report to generate using FTP, you’ll also need to populate the aforementioned fields: Auto generate, Auto-Generation Output, Frequency, Frequency Type, Generate at, Next Run Date, and Auto Generate Destination.
The next step is to add fields to the report. First, click the Columns tab. The left side of this screen has the heading Tables and shows the table(s) that the report is using. The right side, which is marked Output Columns, will list the fields that are on the report.
To select the fields you wish to add, click the folder icon next to the name of the table.
A window will appear, showing all of the fields for that table.
Check the boxes of the fields you want to add to your report and click the Save button to add them. As fields are added, they will be shown in the right section of the screen, under the Output Columns heading. Add all of the fields that you wish to see on the report.
The section under the Output Columns heading shows the fields in the correct order. You can modify the order in which they’ll display on the report by dragging and dropping the fields in this area. You can also edit the properties of a field by clicking the pencil icon, or remove a field by clicking the trashcan icon.
Click the trashcan icon on a row, to remove that field from this screen. It will not be displayed when you run the report. Clicking the pencil icon will bring up the Properties window, which you can use to modify the field.
The Properties window allows you to fine-tune the behavior and look of the specific fields. To modify the properties go to the Columns tab and click the pencil icon for the field you wish to adjust.
When you do this, you will see a screen similar to the one below. The very top of the form tells you the name of the report you are working with and also the name of the field whose properties you are modifying.
The properties available to modify vary depending on the type of field (text, numeric, memo, logical, or date) chosen to modify.
You can also add supplementary tables to the report if you need to pull information from fields not available in the main table. Click the + in the Join Info column to choose from a list of tables related to the main table.
The lower dropdown box contains the different tables that have a relationship to the main table. Select the table to which you’d like to join the main table. The box just above it allows you to choose the join type.
There are four types of joins available when adding tables to a report.
NOTE: It is always better to choose the correct main table and add additional tables than try to compensate for choosing the wrong table by adding tables and modifying the join.
Any join will show beneath the main table. Unlike the main table, joins can be added at any time and can also be removed from the report if you either chose the wrong table or no longer need its information. You can add multiple joined tables. Tables can be joined directly to the main table or joined to another table, which is joined to the main table. Click the + for the table to which you want to join another. In the example below, the PM table is joined to the COMPINFO table (Assets), which is joined to the WORK table (Work Orders), which is the main table. This is indicated by the blue arrows.
Each table is displayed in a different color and the fields on the right side of this screen are displayed in the same color as their corresponding table. This makes it easier to see from which table a particular field was taken. You can add fields from these tables, by clicking on the folder next to the table, just like adding fields from the main table.
You can change the join type by clicking on the pencil icon for that table, or remove the table by clicking the trashcan.
Calculated fields are fields you create based on a calculation of other fields in the system. In the picture below, you can see two calculated fields available in the Work Order table. REORDER is an addition of the ONHAND and the ONORDER while VALUE is a multiplication of the ONHAND and the COST. When selected on a parts report, these fields will allow you to see the result of the calculation produced.
Field Table: Table where the calculated field should reside. This field must be entirely in capital letters with no spaces or special characters.
Field Name: System name for the calculated field. NOTE: This must be unique. This field must be entirely in capital letters with no spaces, but may include underscores. It may not exceed ten characters.
Field Description: Description for the field (this is what the user will see)
Field Expression: Exact entry of the mathematic expression to be done on the fields.
Only administrator users can create new calculated fields, however any user may add an existing calculated field to their report.
NOTE: Each field in the Calculated Fields form is vital. If you are unsure of how to create a field in eMaint X3 or how to enter a mathematic expression, contact eMaint before trying to use this feature.
Below is a list of functions commonly used in calculated fields:
Once all of the fields have been added (with their names listed under Output Columns), it is time to design the specific attributes of the query by using sorts, filters, orders, and grouping. What follows is a discussion of the basic use of the different options available on the report edit page.
To filter the records that appear in the report, first click the Filter tab. You will see a screen with all of the fields you’ve chosen for your report. Some of the areas on the screen include Column, Operator, Criteria, and Ask? Each row corresponds to a field. To add a filter, you must enter an operator and a value for criteria.
Operators are selected by clicking on the drop-down list under to Operator. A brief explanation of the available operators is provided below. Anytime a “NOT” is contained in an operator, it reverses the way the selected operator is evaluated.
The value entered must be an exact match to the value contained in the field. For example, if you enter the value “Employee,” the system would not find “Employees” as a match.
Tests for a value in the data field alphanumerically higher than the comparison value. In a test for alphabetic entries, such as WO Type, a higher value is one that comes after the entered value; a value that is later in the alphabet. When the data field's value is alphanumerically higher than the comparison value, the record is selected.
For example, selecting the field WO Type and the Value entry “PM” creates the expression “WO Type Greater than PM.” A record with a WO Type entry of “Safety” will be selected, but a record with a WO Type entry of “Corrective” or “PM” will not be selected.
Tests for a value in the data field alphanumerically lower than the comparison value. In a test for alphabetic entries, such as WO Type, a lower value is one that comes before the entered value: a value that is earlier in the alphabet. When the data field’s value is alphanumerically lower than the comparison value, the record is selected.
For example, selecting the field WO Type and the Value entry “PM” creates the expression “WO Type Less Than PM.” A record with a WO Type entry of “Emergency” will be selected, but a record with a WO Type entry of “PM” or “Safety” will not be selected.
Less than or equal to:
Tests for a value in the data field alphanumerically equal to or lower than the comparison value.
For example, selecting the field WO Type and the Value entry “PM” creates the expression “WO Type Less Than Or Equal To PM.” A record with a WO Type entry of “Emergency” or “PM” will be selected, but a record with a WO Type entry of “Safety” will not be selected.
Greater than or equal to:
Tests for a value in the data field alphanumerically equal to or higher than the comparison value.
For example, selecting the field WO Type and the Value entry “PM” creates the expression “WO Type Greater Than or equal to PM.” A record with a WO Type entry of “Safety” or “PM” will be selected, but a record with a WO Type entry of “Corrective” will not be selected.
Like differs from Equals in the way it evaluates the data field. Like tests for a value in the data field that starts with the comparison value. If the characters of the comparison value match the starting characters in the data field, the record is selected.
For example, the filter WO Type like “P” will include records in which the WO Type entries all start with “P,” such as “PM” and “Project.”
Tests for the existence of the comparison value anywhere within the data field. If the data field contains the comparison value, the record is selected.
For example, suppose you wanted to find out how many people have reported that the temperature was too hot in their office. The expression “WO Description Contains Hot” will include records in which the WO Description entries include “Hot” anywhere in the WO Description: “my office is too hot,” “temperature is too hot,” “it’s hot in here,” etc.
Value is in a range:
Tests for a value in the data field alphanumerically between the two comparison values. This is often used for date fields. For example if you wanted to see all of the work orders created in May of 2004, the range is 05/01/2004 through 05/31/2004.
Not included in any operator reverses the way the selected operator is evaluated. When the data field and the comparison value match, the record is not selected.
For example with a Not Like operator, selecting the field WO Type and the Value entry “PM” creates the filter “WO Type Not Like PM.” Each record with the WO Type entry of “PM” will not be selected. Records with WO Type entries of any other WO Type will be selected.
When entering the criteria, you will either have a blank line in which to type the value or a lookup from which to select it. The choice will depend on how that field is configured in the system. There are two options for entering the criteria: entering a value or entering an expression. The first, entering a value, can be done from either the main Filter screen or from the Advanced Filtering screen, while entering an expression can only be done through the Advanced Filtering screen. To access Advanced Filtering, click the icon to the right side of the screen, for that row.
Within that screen, the space for entering a value, which is marked Criteria, will have an fx symbol next to it. Clicking on that will take you to the Expression field, which will have a pencil symbol next to it. These two icons are for switching from one mode to the other. NOTE: If you are not familiar with SQL code, do not attempt to use the expression builder.
After entering the information for the filter, click the Save button.
The Function box allows for some additional configurations to be placed on the field. These functions include but are not limited to the following:
Upper: Forces all characters to upper case
Lower: Forces all characters to lower case
Proper: First letter is upper case and the rest is lower case
RTrim: Removes spaces from the right of the operand
LTrim: Removes spaces from the left of the operand
AllTrim: Trim all spaces from both sides of the operand
Empty: Checks to see if the field is empty
This section is used more in advanced reporting. If you would like a detailed discussion on ways in which to use these Function options, please consider taking that course.
If you would like to change the value of the filter for this field each time this report is run, click the Ask? button. There is no need to enter Criteria when using this option, only an Operator. You will enter the criteria when you run the report.
If we only want to see records where the WO Type is “CORRECTIVE,” we would choose “equals” for the Operator and “CORRECTIVE” for the Criteria. Click the Save button to finalize the changes. This report will return all of the records (work orders) where the WO type field is “CORRECTIVE.”
Alternatively, we can choose to have the system ask us what we want to search for when we run the report. To do that, simply click the Ask? Button and it will turn red, indicating that the setting is on. You can leave the Criteria blank. Click the Save button.
When we run this report, because Ask? Is turned on, a window will appear, asking us in specify the value for which the report should search.
You can add fields to this screen, in order to create more filters. To add a field, click on the folder icon for the appropriate table. A field selection window will come up, showing the fields for that table, just like when you selected the fields in the Columns screen. Check the boxes for the fields you wish to add and click the Save button to add them. These fields that you add this way will not necessarily be displayed on the report, but they will now be available for creating filters.
You can also remove fields that you don’t want on the filter screen, by clicking the trashcan icon to the right of the row for that field.
Conditions determine the way in which filters interact with each other and the report as a whole. There are two conditions: And & Or. Conditions are set to And, by default. Click the word And to change it to Or and click it again to change it back.
The condition And means that both expressions must be true in order for the record to be placed in the report. The example below shows criteria stating that records must have “O” as the status AND have a WO Date greater than 05/02/2010.
The Or condition is mostly used within filter groups (see next section) to indicate how fields within the group should be treated. Or says that either expression can be true for a record to be added to the report. For instance, if you wanted to see all work orders for two departments out of the ten in your system, you would set up the group filter with the condition Or. This way if either department is on a record, that record will show on the report.
Filters can be programmed to act as one through grouping. Grouping is accomplished by using the left and right parenthesis in the field properties column and specifying the condition of the filter combination.
The last step in establishing a group is to indicate what condition should be used between the fields in the filter group and between the filter group and the other fields on the report.
NOTE: The condition within the filter group falls within the parenthesis, while the condition which connects the filter group to the report occurs just outside of the right parenthesis which ends the filter group.
Grouping data means to have one record of data represent others that belong in its group. If more than one record falls into a similar group of records, only one of those records will be used in the result table. That single record will represent the group of records it belongs to.
An example of the use of grouping would be creating a report about the cost of purchase orders in your system where you do not want to see each individual item on each PO. You would group the report by PO# so that you would only see one line for each PO.
To group items, first click the Sort&Group tab. That will take you to the Sort & Group screen.
Initially, both the Sort and the Group boxes will be empty, indicating that there is no sorting or grouping applied to the report. To add grouping, click on the folder icon, for the appropriate table, in the Group box. This will bring up the field selection window. Select the field by which you want to group the records and click the Save button. The field will be displayed in the Group box.
NOTE: You can group fields within other groupings. The grouping will be based on the order in which the fields are listed. For example a report that groups all work orders by Building and the WO Type would show a listing of each Building with one record for each WO Type entered for that Building.
The the fields in the box can be rearranged by dragging and dropping. Click the trashcan icon will remove them from grouping.
The Sort fields are chosen the same way that the Group fields are chosen. Go to the Sort&Group tab and click on the appropriate folder in the Sort box. Choose the fields by which you want to sort and click Save. Once you have chosen and saved the sorting fields, they will appear in the Sort box, in order.
You can change the order by dragging and dropping or remove them by clicking the trashcan icon.
The arrows indicate whether the field is being sorted in ascending order (up arrow) or descending order (down arrow). Initially all sorts are in ascending order. Click the arrow icon to reverse the order.
Regardless of which tab you’re currently viewing, there will be a Run button in the upper right-hand corner. Clicking this will run the query.
Before you view the results of your report, you may select an alternate type of output from the dropdown on the Run button. Click the output you’d like to see and the report will run.
If your report has filters with Ask? turned on, you will see a screen that says “Update runtime criteria.”
This is where you will specify the values for which you’d like the query to search. Enter your operator and criteria. Checking the View All box will cause this filter to be ignored. When you’re ready, click the Update button to continue. If there are more filters marked Ask? you will be presented with another screen for the next filter. Finally, you will see a screen that summarizes the filers. Click Proceed to query to continue.
The report will run and it will appear in the output that you selected.
Reports can be configured to return results in a variety of different ways. Graphs and Instruments are often used to show the data in a more graphical format. This manual will take you through some examples and explain how to create reports that display them as various types of graphs and instruments.
Creating a Graph Report
Any report can be modified to display as a graph, but there are some changes that must be made. Let's take a look at an example. This is a report called "Open Work Orders by Type." We're going to configure this report to show us a pie chart of the different types of work orders. At the moment, the report is set up to return all of the open work orders. When we run it in an ordinary format, like HTML, we can see that it shows all of the open work orders and some information about them, including "WO Type." This image shows a portion of the output. By looking at this, we can see that a lot of the records have the value "PM" for that field, some have "CORRECTIVE," and just a few say "SAFETY."
The first thing we need to do is group the data by the WO Type field, which means that all records that have the same value in that field will be combined into one line. To add grouping, first click on the Sort&Group tab. Click the folder icon next to the table name (WORK).
Now that the records are grouped by WO Type, when we run the report again, it will look like this:
Obviously, this looks very different. There are only three rows here; one for each value of the WO Type field. These will become the three slices of the pie.
The next thing to do is to give the system a way to determine how large each slice should be. To do this, we'll need to apply a function to one of the fields. Functions include:
We're going to want to put a COUNT() function on the WO No (work order number) field. This will tell us how many work orders have been combined into one row and therefore, how many are marked PM, how many are marked CORRECTIVE, and how many are marked SAFETY. First, go to the Columns tab, where you will see the fields that are displayed on the report. On the right side, you'll see that each field has two icons next to it; a pencil (Edit Filed Properties) and a trashcan (Remove Field). Click on the pencil for WO No to open the properties window. Here, you can select the "Display Function." Select COUNT() from the dropdown menu and click Save.
Let's run the query again to demonstrate this.
Here, you can see that the left column says "COUNT(WO No)," instead of "WO No," indicating that it's displaying the count. It shows that there are 59 PM's, 3 SAFETY's, and 18 CORRECTIVE's.
Now that these adjustments have been made, we can set up the Graph Options. Click the arrow on the right side of the Run button and, from the resulting menu, hover over Graph and click Graph Options.
You will see the following screen:
Here, you can adjust the various settings of the graph output.
For this example, there are three important properties we need to set: Type, X Axis Field, and Y Axis Field. Choose WO Type for the X Axis Field, choose WO No for Y Axis Field, and choose Pie (3D) for the Type. When you're finished, click the Save button. Now, let's run the report as a graph. Click the arrow on the right side of the Run button and click Graph. Now, the report will run in the graph output.
The Instrument Properties screen will come up. This will let you modify the way the instrument will display and what data is should use.
The properties you can adjust include:
- Angular Gauge: A "gas gauge" style meter where a needle points to the value on a semicircle.
- Vertical LED: A bar represents the value and extends to the proper point on a vertical scale.
- Bulb: A sphere that increases in size based on the value.
At the moment, the color ranges are set to 0-32, 33-65, and 66-100. That means, if the value is between 0 and 32, it will be in green, if it's between 33 and 65, it will be yellow, etc.
To alter these, double click on one of the colored rows. A window will come up that allows you to modify the color range:
Click the Done button when you are ready.
From the Instrument Options screen, you can click the "+" button to add another color range or select a range and click the "-" button to remove it.
Now, let's set up our instrument. On the Instrument Options screen, choose Angular Gauge as the type. Since this report is going to show us the number of open work orders, we can change the Unit field from "%," to "WO's." Next, we'll set the Value Field to "WO (N)," which is the WO No field that has the COUNT() function on it. This will tell the report to use that field for the instrument. Lastly, we'll increase the size of the instrument, just to make it look better. Change Image Width to 400 and Image Height to 250.
Now click Save. The query is ready to run. Click the small arrow on the right side of the Run button again and select Instrument.
The dashboard is a way of keeping reports and widgets all in one place, where they can be viewed and organized. The dashboard can be separated into different tabs, on which reports and widgets can be placed.
Viewing the Dashboard
To access the dashboard, click the Dashboard tab. You will see a screen like this:
The tab you're currently viewing is highlighted in blue. Click one of the others to go to that tab and see a different set of reports.
Tabs are a great way to keep your reports organized, without having too many on the same screen.
Adding a Dashboard Tab
To create a new tab, click the Add Content option, located on the X3 Quickbar, on the left side of the screen.
A window will appear that looks like this:
There are two properties to set:
Once you enter the values for these fields, click the Save button, the tab will be created. It will have no content on it, except a Web Note, which is used for writing memos.
To change the name of a tab, click the Show Tab Properties option on the Quickbar (if the Quickbar is minimized, click the arrow to bring it back).
A Pencil icon will appear on each tab, along with an X.
The X will delete the tab. To change the name of the tab, click the Pencil icon. This screen will appear:
NOTE: If you delete a tab that is shared with all users (marked SYSTEM), it will be deleted for on everybody's dashboard.
Simply type what you'd like to call the tab and click the Save button.
Now that we've created a tab, lets put some content on it. Click Add Content to add reports and widgets to the dashboard.
A window will appear that will let you choose a report or widget to add to the dashboard
The dropdown menu in the upper left-hand corner is used to select the category under which the item you want is organized. Once a category is selected, the space below it will fill in with the choices. The upper right corner will display the description of the selected item. Just below that, there's an area where you can choose the tab on which you'd like the report or widget to appear. You can also choose where on the tab you would like the report, by selecting a column. Columns are numbered from left to right; 1 will be the left-most column, 2 will be further right, and so on. When you have everything selected, just click the Save button. The report/widget will appear on the dashboard tab you selected.
Now that we have some reports on the dashboard, lets take a look at an example:
This is a report that was made with the query builder and shows work order charges, sorted by their departments. You'll notice there are some icons in the upper right-hand corner:
Pen&Paper Icon: Clicking this will take you to this report in the report writer, so you can modify it.
NOTE: This is only available on reports, not the pre-made widgets
Pencil Icon: This will let you edit the properties of the report. A screen will come up with the following fields:
NOTE: Some widgets will have additional properties that can be configured
"Refresh" Icon: This will refresh the report so the data will be current. All content on the dashboard will update automatically every 2 hours but sometimes, it's helpful to refresh it manually.
NOTE: Refreshing the page through the browser is different from clicking the refresh icon and will not cause the reports and widgets to update.
X Icon: Clicking this will remove the report from the dashboard. Remember that you can add it again, if you'd like.
NOTE: If you remove all of the items from a dashboard tab, the tab will automatically be deleted.
Modifying Published Reports
Reports can be published and stored in the Add Content screen (we will cover this in more detail later on). You can re-categorize or delete the reports that you've added to it, by click on the Manage Custom Content link, on the quickbar.
This will bring up a window that shows you all of the reports that have been added. Click on one and its category will be displayed to the right, just above the description. To change the category of the report, first select your report, then use the dropdown menu to choose the category you want it to have. Then, click the Apply button to save the change. You can also remove the selected report from here with the Delete button. When you are finished, just click Close.
NOTE: Removing a report from this screen does not entirely delete it. It can still be accessed via the Reports tab.
Publishing a Report
When you run a report from the Reports tab, you will have the option to place the report on the dashboard. Let's take a look at an example:
At the top of the report, you'll see a link that says "Publish." Clicking that will bring up the Publishing Options window.
Here, you have two options for publishing. Checking the box that says "Publish to 'Add Content' window on the Dashboard" will add this report to the Add Content area that we discussed earlier, so you can easily add it to dashboard tabs, in the future. It will be categorized under the section that you have selected in the dropdown menu, just below it.
To place the report directly on the dashboard, check the box that says "Publish to dashboard" and select the tab where you want the report and a number for the column. When you're ready, just click the Save button and the report will be published.
NOTE: Make sure your report doesn't have any filters with the Ask? option turned on. Filters that are set up to ask for information at runtime will not work when the report is on the dashbaord.
Aside from the reports that you've published, there are a number of standard widgets that can be added, using the Add Content option. After a widget is added, you can configure it by clicking the pencil icon. Let's go over a few of these.
This allows you to show a web page, using an Embed link. You can link to a Youtube video, for example. To do so, just go on YouTube's website and locate the Embed Link for the video you'd like to have showing on your X3 page. Copy the link and paste it in the widget's properties, under "HTML to Embed" property.
With this widget you can run google searches without having to leave X3.
My Open Work Orders:
This will show the work orders that are currently opened and assigned to the user who is logged in. In order for this widget to work, you must have a contact record with a X3 Username field is filled in with your user name. To configure the widget, click the pencil icon.
This screen will appear. In addition to the standard properties, there are a few that are specific to this widget.
The left column contains the fields that are available and the right column contains the fields that are on the widget. Simply click and drag a field from the left, to the right to add it, or vice versa to remove it. When you are finished, just click SAVE.
This widget will display an RSS feed from whatever website you choose. just copy the RSS link from that site and RSS Feed URL field in the properties of the widget. You can enter multiple feeds by separating them with a comma.
Sign On/Sign Off Wizard:
This widget is used to automatically track time for labor charges. First, you must click the pencil icon to configure it. Choose a contact for the Associated Contact field and set some of the other options the way you'd like them. Once it's configured, just select the work order on which you want to track your time, and click the Sign-On button. The widget will begin recording your time. When you are finished, click Sign-Off. The timer will stop and a labor charge will be created for that work order.
This is a very simple widget that provides you with a text area where you can write memos.
Custom instrument allows you to use multiple reports or only one report for your instrument. This brings more flexibility to the tool. You can also create them directly from the dashboard. Once the widget is added to the dashboard, it can be configured. Click on the Pen&Paper icon to open the configuration window.
Just like creating an instrument report in the report writer, you can choose Angular Gauge, Vertical LED, or Bulb as the instrument type. Also like the report writer, you can enter a suffix for the units and define the color ranges. For more information on this screen, see the Graphs and Instruments page of this manual.
This screen differs from the one in the report writer in the fact that you can select an existing report (or 2 reports) to which you want to link the instrument. Simply begin typing the name of the report in the First Query or Second Query field, and the options matching what you've typed will appear. Click on the report you want. If the report is configured to return a numeric value, it will be used as the source for the instrument. If you select 2 reports, the sum of the values they return will be displayed on the instrument.
This will show you the combined value of all the parts you have in your inventory, on a vertical LED graph.
Under the category of "Graphs," there are several graph widgets: