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). Selecting Checkboxes, Currency, Dropdown, Multiple Choice or Radio Button data fields, will give you the option to choose values by Custom Fields.
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 of answers appears based on your selected field. (e.g., if the Gender field is dropped in the metric slot, the dropdown will contain the “Male” and “Female” options)
- Once an answer is chosen, a text field will appear. Input your numeric target or value for that option. This field is to assign weight to the selected option.
Let’s say you’re tracking event attendance by Gender. You drop the Gender field into the metric slot and select Male from the dropdown. If you expect each male attendee to bring 2 guests, you can enter 2 as the numeric value. The system will then multiply the number of contacts who selected “Male” by 2, giving you a weighted result.
Step 18
For certain field types like Checkboxes, Currency, Dropdown, Multiple Choice, or Radio Button, the configuration process works slightly differently.
When one of these fields is dropped into a metric box:
- A Custom Field dropdown will appear. Select the custom field you want to use.
- After selecting the custom field, a second dropdown will appear containing the possible answers or values for that field (e.g., if you choose a Multiple Choice custom field called Favorite Color, the dropdown might show “Red,” “Blue,” or “Green”). Select the value you want the system to filter for.
- Once a value is chosen, a Text Field will appear where you can assign a numeric value for the selected answer.
Step 19
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 20
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 21
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 22
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 23
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 24
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 25
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. This filter lets you apply conditions based on Contact Information, Opportunity Information, Appointment Information, and Custom Fields. For a more detailed explanation on how to use this filter, refer to the Global Filter workflow.
Step 26
Once you’re satisfied with the configuration, click the Save Widget button.
Step 27
Your saved widget will appear on the report dashboard. You can add up to nine widgets per report.
