Adding Record Type Report Widgets

Overview

The HighTide platform is customizable, including data reporting throughout the system. Each record type has the ability to have reports that are specific to a record within that record type. This can be accomplished by building a report and then inserting a report widget in the CRM Builder. 

Navigating to Report Widgets

To add a report widget, you will need to have proper permissions as a system administrator. You will navigate to CRM Builder and then to the Record Type you wish to add a report widget to.  

After selecting the record type, the user will navigate to the Widgets tab to insert a report widget. Ensure Enable Widgets has been enabled for the Record Type you are on. 

Once on the Widgets tab you can edit existing report widgets as well as a new report widget by clicking on Add Widget. When adding a new report widget, the user will have the ability to name the widget, add a description, and choose the widget type, in this case, it will be a report widget type. The user will then select the report they plan to insert. The reports available will be reports that have been built and published. If you do not see a report you wish to insert, please navigate back to the report and make sure it has been published. 

After inserting your report, the user will have the ability to arrange and resize the reports by using the arrow icons to move the widget and the cropping icons to change the size. 

Once a report widget has been added, users of the HighTide system will see the specific data for the record they are viewing on the Reports tab.