Page Comparison

Filter widgets allow the user to link the user directly to any section of admin based on the previous advanced search within the DATABASICS application. The purpose of filter widgets are to give the user quick access to a predefined query. It is also a snapshot of what is happening in the system. Filter widgets save a favorite search combination and provides a direct link on the Home page.

...

1. Go to the Admin tab on the top of the screen. 
2. Go to Organization on the left side of the screen and click the plus to extend the Organization options. 
3. Select Employee.
   
4. Under Advanced Search on the right side of the screen, select the Employee Type that the data that you want to show in your widget and Apply.
   (For this example, we would choose 'Salaried' for the Employee Typefor the Operating Unit 'Demo Unit')
5. It should now show all employees with the same Employee Typein the 'Demo Unit'. 
6. To make a filter widget click the  icon (The icon is shown in the picture directly above the highlighted in orange)  Add to Widget  icon
7. Select  to create a new widget.
8. Select a widget Name 
   (For this example, the name is "Salaried Employees")
9. Select a Display Type
   (For this example List)
10. Click Save
11. Select the Widget Name 
12. Select a Group by Category(For this example we will group by Employee Type)
13. Select a Group By Display Name
    (For this example we will Display the Employee Type Name)
14. Select a Method.
    
    1. Count: Counts all the records or rows that are returned in the search
    2. Sum: Total value of all numbers in one column (for numeric columns)
    3. Average: Average of all numbers in one column (for numeric columns)
    4. Max and Min: Maximum or Minimum of all numbers in one column (for numeric columns)
15. Select a By. The fields are the same as in the column (The column is shown in the picture above, highlighted in red)
    (For this example, the field is 'Employee Id')
16. Click Save
17. Your widget is now made and added to the Home page under Admin
    **(After editing and adding the widget, refresh in order for the change to display on the Home page)
    
    

Image Added

Scenario 2: You want to make a filter widget to show all of the Missing Timesheets of your employees using the relative date.

• The Relative Date can only be used in the options under the Utilities tab on the far left of the screen. When setting up a new Relative Date search, 0= today

1. Go to the Admin tab on the top of the screen. Select a role and Continue.
   (For this example, we would choose 'Administrators')
2. Go to UtilitiesUtilites on the left side of the screen and click the plus to extend the Utilities Organization options. 
3. Select Select Missing TimesheetTimesheets. 
   
4. Under Advanced Search on the right side of the screen (Advanced search is shown highlighted in yellow), select the Relative Date and Employee Typethe Relative date that you want to show in your widget and Apply.
   (For this example, we would choose 'Salaried ' for the Employee Type and 'This Month' for the Relative Date)
5. Search It should now shows show all employees with missing timesheets , the selected Employee Type and within the Relative Date.for this month. 
6. To make a filter widget , go to the filter icon before 'Group by:' click the Image Added icon (The icon is shown in the picture directly above the highlighted in orange orange) and select  Add to Filter Widget Image RemovedWidget Image Added icon
7. Select *Add New*Image Added to create a new widget or select from the existing widgets.
8. Select a . When you add a new widget, type the name widget Name 
   (For this example, the name is "Missing Timesheets")
9. Select a Display Type
   (For this example List)b. Click Save and choose your new widget.Choose a filter name. 
10. Click Save
11. Select the Widget Name 
12. Select a Group by Category(For this example we will group by Location)
13. Select a Group By Display Name
    (For this example , the name is "Missing Timesheets"we will Display the Location Name)
14. Select a Calculate Method. 'Count' is the default Calculate Method.  Method.
    
    1. Count: Counts all the records or rows that are returned in the search
    2. Sum: Total value of all numbers in one column (for numeric columns)
    3. Average: Average of all numbers in one column (for numeric columns)
    4. Max and Min: Maximum or Minimum of all numbers in one column (for numeric columns)
15. Select a field By. The fields are the same as in the column (The column is shown in the picture above, highlighted in in red)
    (For this example, the field is 'End Date' because it is the closest to Relative Date)Click Add.Employee Id')
16. Click Save
17. Your widget is now made and added to the Home page under Admin Admin
    **(After editing and adding the widget, refresh in order for the change to display on the Home page)

Image Added