PLATFORM WORKFLOW
Task Description: Creating a custom widget
Objective: To show Organization Admins permission level and Users how to create a custom widget in Reports
Organization: All
System Permission Level: System Admin/User and Organization Admin/User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you belong to more than one). If you’re part of only one organization, you will land on the Dashboard.
Step 4
Click on the Reports tab on the Module Menu Panel.
Step 5
At the top of the Reports page, click the Reports tab.
Step 6
To create a new report, click the Add New Report button located at the top-right corner. An Add New Report popup will appear. If you want to add a custom widget to an existing report, select that report from the Reports list and skip to Step 10.
Step 7
Name the report and optionally choose a folder to store it in. If you don’t select a folder, click Add to create the report without one.
Step 8
If there are no existing folders and you’d like to create one, click the blue Add New Folder text button.
Step 9
The dropdown will convert into a Folder Name field. Enter the folder name and click Add to create the report within the new folder.
Step 10
After creating or selecting a report, you will be redirected to the Add Widget screen. Widgets are metric boxes containing customizable data types. To create a widget, click the Add Widget button at the top-right corner of the screen.
Step 11
A dialog box will appear. Select Custom Widget from the options and click Confirm.
Step 12
You will be directed to the custom widget configuration page, which includes three panels:
- Left Panel: Widget type and data sources
- Middle Panel: Widget configuration area
- Right Panel: Live preview
Step 13
In the Left Panel, choose your Widget Type: Currency, Number, Percentage, Chart or Fraction. This selection determines the output format and calculation style.
Step 14
Below the widget type, explore Data Sources like Contacts, Tags, Appointments, Opportunities, Emails, Calls, SMS, Sequences, and Member Management.
Clicking on a data source reveals its corresponding fields (e.g., “Gender” under Contacts or “Status” under Appointments).
Step 15
In the Middle Panel, you will see a Reset button at the top-right corner. Clicking this button will remove only the metrics added during the current session. Previously saved metrics will remain unchanged.
Step 16
Below the reset button, we have
- Widget Name: Enter a name for the widget.
- Decimal Separator: Enable to show decimals (choose from 2-10 places).
- Thousands Separator: Enable to show commas as thousand separators.
Step 17
Below the naming and formatting settings are the Metric slots.
Drag a field from the Left Panel into the dotted Drag Fields Here box in Metric 1.
Once dropped:
- A dropdown appears based on your selected field (e.g., “Male,” “Female” for Gender).
- Choose an option from the dropdown menu.
- Once an option is chosen, a text field will appear. Input your numeric target or value for that option (e.g., 50 for “Male”).
Step 18
For special fields like Calendar or Pipeline, additional configuration options will appear:
- Calendar field:
- + Add Status – Select a status option from the dropdown (Confirmed, Cancelled, No-show, etc.).
- Pipeline field:
- + Add Stage – Select a pipeline stage from the dropdown.
- + Add Status – Select a pipeline status from the dropdown (Open, Won, Lost, Abandoned).
Each option will include a corresponding “Enter Value” field to input a numeric target or value.
Step 19
To add another metric, click the Add Metric button beneath the last metric slot. Configure it the same way as the first. You may add as many metrics as needed.
Step 20
If a metric slot needs to be removed, you can clear the individual metric or delete the entire metric slot. To clear an individual metric, click the X next to its field. To delete a metric slot entirely, click the red trash can icon on the top-right of the metric box.
Step 21
Moving into the Create Formula section. Here, you can define calculations using your metrics.
For example:
- Simple arithmetic: Metric_1 + Metric_2 - Metric_3
- Statistical: Mean(Metric_1, Metric_2) + Metric_3
Metrics can be reused multiple times in a single formula. And if you’re worried you might be using the formula incorrectly, the system validates for correct formula syntax automatically.
If your widget type is Fraction, you will see separate fields for Numerator Formula and Denominator Formula along with toggles for Simplified Form and Decimal Form. Using these two toggles, you can modify the appearance of the fraction.
Once you are done configuring the formula, click the Apply button to apply the formula and update the widget preview.
Step 22
Below the formula section, you can configure the Date Range to filter your data. You can use predefined options like “Last 7 Days” or “This Month”, or select a custom range using the calendar picker.
Step 23
In the Right Panel, the Dynamic Report Preview will update to reflect your selections. Click Refresh Preview (top-right) to regenerate the live view.
Step 24
If you cannot get your desired data results with the middle panel configurations, you can refine your results using the Filter located at the top-right corner of the page.
Step 25
To create a Filter, start by selecting a field from the list. Then a new interface will appear where you will be prompted to choose a condition from the dropdown. Based on your selection, additional fields may appear. For example, choosing Contains will prompt a text box to enter a value. After setting your filter, click the Apply button at the bottom of the panel. This will save the filter.
Step 26
The saved filter will appear in the filter list. You can add as many filters as you need. To combine filters using the AND logic, click +Add Field inside the grey box. To use the OR logic, click +Add Filter below the saved filters. Once you are done, click Apply Filter to activate all filters.
Step 27
Once you’re satisfied with the configuration, click the Save Widget button.
Step 28
Your saved widget will appear on the report dashboard. You can add up to nine widgets per report.
