Dashboard widgets more options

Max Classic
1

It would be great if the contacts tag dashboard widget had more date options such as;

“in the last 7 days”
“in the last calendar month”,
“This calendar month”

Thanks

1 Like
2

Hi @Greg_Smith,

You can setup saved searches for these metrics and then use the custom statistics widget to provide totals for those details.

3

Thanks John,

Wouldn’t you have to update the date each time you viewed that widget though?

4

Hi @Greg_Smith,

No. A saved search saves parameters, not data. So each time it’s used it calls the search using the same parameters on whatever data is current.

5

I believe this is only partially correct. There is not a date parameter for “Last month”. I spend close to an hour at the beginning of every month manually updating the date parameters on my dashboard widgets. For purposes of month-end closing/reconciliation, it would be great if there was a “last month” date parameter!!