Sample Widget Configurations

Applications

  1. In the Details tab, set the Source to Applications/Nominations.

  2. In the Filtering tab, add a filter for Submitted date is This week.

  1. In the Details tab, set the Source to Applications/Nominations.

  2. In the Filtering tab, add a filter for Create date is This week.

  1. In the Details tab, set the Source to Workflows.

  2. In the Filtering tab, add a filter for Workflow Level ID is One of (or equals) and select a relevant workflow level in the last dropdown.

  1. In the Details tab, set the Source to Applications/Nominations.

  2. In the Filtering tab, add a filter for Application status is One of (or equals) Approved.

  1. In the Details tab, set the Source to Applications/Nominations.

  2. In the Filtering tab, add the following filters:

    1. Application status is One of (or equals) Approved

    2. Last payment date is blank

  3. Additionally, ensure that All of the conditions match is selected.

  1. In the Details tab, set the Source to Applications/Nominations.

  2. In the Data tab, set broken down by to Approved date month.

  1. In the Details tab, set the Source to Applications/Nominations.

  2. Select a form from the I also want to include data from the following applicant forms field.

  3. In the Data tab, set broken down by to a desired component.

Grants

  1. In the Details tab, set the Source to Custom forms.

  2. In the Filtering tab, add a filter for Status is One of (or equals) the following:

    • Not sent

    • Not submitted

    • Draft saved

    • Revision requested

  1. In the Details tab, set the Source to Custom forms.

  2. In the Filtering tab, add a filter for Status is One of (or equals) Submitted.

Payments

  1. In the Details tab, set the Source to Payment.

  2. In the Data tab, set the I want to find the field to Sum.

  3. Set the of field to Payment amount.

  4. In the Filtering tab, add the following filters:

    1. Scheduled date is Last year

    2. Status is One of (or equals) the following:

      • Scheduled

      • Processing

      • Outstanding

      • Cleared

      • Fulfilled

  5. Additionally, ensure that All of the conditions match is selected.