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How to view a detailed report from card widget?

Introduction 

Card widgets are a convenient way to display key insights and give users a quick overview of essential data. However, when it comes to detailed insights, a simple card widget might not be enough. To enhance this, you can create a detailed report that provides more in-depth insights beyond the key insights shown in the card widget. In this article, we’ll show you how to connect a card widget and a detailed report to view in-depth information.

How to create a card widget? 

The Card Widget in Prolaborate displays key project information in a simple, visually appealing format. It highlights important metrics such as costs, counts, and percentages, making it easy to track and understand crucial data at a glance. 

To learn how to create and configure a card widget, click here

How to create a list style report (Detailed report)? 

List-style reports in Prolaborate allow you to generate dynamic, up-to-date insights directly from your repository in a table view, enhancing your dashboard’s functionality.

To learn how to configure reports, click here

How to create a card widget to view detailed reports? 

The text widget lets you add clickable text that links to detailed reports. To view a report of a card widget, just add a text widget next to the card widget and link the report as a URL in it. 

Steps: 

  1. Click the “Share” icon on the report you want to link to the card widget. 
  2. Set the share type to “Private.” 
  3. Click “Copy link.” 
  4. Edit the dashboard. 
  5. Click the “Add” icon of the specific card widget. 
  6. Choose the text widget. 
  7. Click “Add widget.” 
  8. Enter the text which you prefer. 
  9. Select the text and click on the hyperlink option. 
  10. Paste the copied private link. 
  11. Click “Save.” 
  12. Save the text widget. 
  13. Save the dashboard. 
  14. Click on the added text under the card widget to navigate to the detailed report 

Users can navigate from key metrics to in-depth reports with just one click by adding a text widget with a hyperlink to the card widget. This method enhances the user experience, making your dashboard visually appealing, highly functional, and easy to navigate. 

Related Article 

How to create and configure a Card widget?  

How to configure Reports?  

How to configure Text widget? 

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