How to use the widget library

Discover how to access all default widgets and learn how to add them to your dashboard

With the widget library, you can add widgets from our collection to your dashboard and edit them. Our widgets are organized into sections such as employees, finance, time tracking, documents, contracts, and time off, simplifying the process of finding the information you're looking for.


Where to find the widget library

  1. On your sidebar, go to Analytics
  2. Head to Advanced reports
  3. Click on + Create dashboard on the top right corner
  4. Name it and add a description
  5. Click on Create
  6. Once inside the dashboard, click on Factorial templates

The information within advanced reports is influenced by permissions and the company's hierarchy. This means that even though you might have access to advanced reports, the information you see, such as salaries, will be tailored to your hierarchical position within the company. For instance, the average salary you see could differ significantly from what your manager sees, reflecting the varying hierarchical levels.




How to add widgets to the dashboard

💡A dashboard is a compilation of various widgets related to the same theme.

  1. From the Widget library page, choose the widget you want to add
  2. Click on +
  3. Select the dashboard where you want to add the widget
  4. Click on Add


How to edit a widget

  1. From the Dashboard page, choose the widget you want to edit
  2. Click on the three dots icon
  3. Select View and edit
  4. Make the changes
  5. Click on Save to dashboard
  6. Add a name to your widget
  7. Click on Save widget

💡 You can edit and customize a widget using the SQL editor.

  1. From the Dashboard page, choose the widget you want to edit
  2. Click on the three dots icon
  3. Select Open in SQL editor

💡By clicking on the three dots icon, you can also:

  • Share the widget
  • Clone the widget
  • Move it to another dashboard
  • Download it (.cvs, .xlsx or .txt)
  • Remove it





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