OfficeRnD Flex's homepage displays a variety of data widgets, offering a comprehensive view of all important information at a glance. You can use 11 widget types, each presenting data from key areas of your organization's management.
In this article, you will learn how to configure the homepage widgets to display only the data relevant to you.
Before you start
In this article:
Configure widgets
You can configure the displayed information, date range, and widget size for all widgets.
You can filter the data displayed on any widget by information and date. For example, you can display new, expiring, or unsigned contracts for the Contract widget and set the date range to this week or this month.
If a widget displays data for the current week, you can click on it to open the page with all data for the current month. If the Contracts widget is set to This Week, clicking it opens the Contracts page with a list of all contracts for the current month.
The data shown on the widgets can be filtered by location, allowing you to view only the data relevant to the locations you have access to.
Small widgets
Small widgets take the least space and display only one metric for the selected widget type and date range. You can click the widget to open a page with a list or grid of all items from the same type.
Medium widgets
Medium widgets display three metrics to provide an overview of the selected widget category. Clicking on a metric opens a page with items filtered by the selected status.
Large widgets
Large widgets display a list of items for the selected widget type and period. Click the widget title to open the page with all items of the selected status.
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