Use report widgets

Users shared to the dashboard don't always need access to the underlying sheets to view the report's content. You can control what viewers can see from the report.

You must be an Owner or Admin on the source report to use it in a widget. 

Add a report widget

1. Open the dashboard you want to edit.
2. On the top bar, select Edit Dashboard.
3. On the top bar, select +Add Widget. The Add Widget panel appears.
4. Select the Report widget. The widget configuration options appear in the right side panel.

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Customize your report widget

You can set up the widget when you first add it to your dashboard, or later by editing the dashboard and selecting the widget.

To start customizing the widget, select Data source. In the Report Widget panel, select Add report, under Report and formatting. 

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In the Report Widget pane, you can edit the following attributes: 

• Report & Formatting
• Title
• Widget Behavior
• Viewer Mode

To do this	Follow these steps
Change your source report	In the Data Source field, select Change. Search for a report.  Select OK.
Set up the maximum number of rows you want to display	In the Maximum number of rows to display box, enter a number
Show or hide the Gantt view in your report	Select the Hide Gantt toggle
Show or hide the summary data in your report	Select the Collapsed Group Report toggle
Edit the widget title	Expand the Title section.  Toggle on or off Show title toggle. Edit the title.   Use the Title Styling section to style your title.    After you double-click the report widget and select its title section, a toolbar appears. Use that toolbar to edit the text format directly in the report widget.
Set the widget behavior	Expand the Widget Behavior section. Select what should happen when a user clicks the report widget: Take no action  Open the data source  Open another site…  Open a Smartsheet item
Control what the user sees in the report widget	In the Viewer Mode section, select either of these options: Last widget Editor Their own perspective After modifying your report widget, select Save.

Viewer Mode

You can choose one of two perspectives from which you want people to view the content:

• Last widget Editor. What's displayed depends on that user’s permission to view the content. Use this option if you want people to see the data in the widget as you do and for it to remain the same for all viewers, regardless of who is viewing the dashboard.

If the report includes a Current User filter, the person who adds the report widget to the dashboard is treated as the current user for all other dashboard viewers. For example, all viewers see tasks assigned to you.

With this option, people see information that they might not otherwise have access to. That is, people can access the information you display in the report widget, even if it's not shared in the underlying sheets.

Or,

• Their own perspective: The displayed data is based on the person's sharing permissions. Use this option if you want the report to display only data that the person viewing the dashboard can access. The person viewing the data must be shared to the sheets from which the report was created. If the Current User filter is applied to the underlying report, viewers only see rows with their name in the contact column.

The report widget doesn't show any data if you publish your dashboard with Their own perspective Viewer mode on. 
 

If you publish a dashboard with a report widget set to run as the dashboard viewer, the widget displays the following message: This widget has an advanced option applied and cannot be displayed in a published dashboard.

You can use these same steps to configure a chart widget that's based on report data.

Keep in mind

• A maximum of 150 rows from the report can appear. If you need to display more than that on a dashboard, you can create multiple reports and report widgets.
• The attachments and comments columns from the report don't appear in the widget. However, you can publish your report and use the provided URL to add the report as a web content widget. This allows you to display attachments and comments in the widget.
• You can only display Grid and Gantt views in the widget.
• When you use the Save as New option (Menu > Save as New) to copy a dashboard with report widgets, you must be an Admin in the underlying report for the copied dashboard to reflect the information in your report. Otherwise, any report widgets included in the dashboard appear blank.