Widgets are interactive elements within dashboards that provide data visualization and insights.
Time Filter
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Dashboards default to showing data from the last 90 days.
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Use the Date Range filter to modify the timeframe.
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Custom date ranges can be set for up to one year.
Legend Items in a Chart
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Unread – Items that have not been viewed yet.
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In Process – Items currently being reviewed or worked on.
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Applicable – Items determined to be relevant based on set criteria.
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Following – Items that are being tracked for updates or changes.
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Duplicate – Items identified as duplicates of existing records.
Switching Chart Types
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Click Ellipsis (⋮) > Switch Chart to change the visualization.
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Changes to Regology-delivered dashboards reset upon refresh.
Additional Filters
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Some widgets have extra filters (e.g., Alerts by Document Status has alert type and workflow status filters).
Sharing Widgets
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Click Ellipsis (⋮) > Copy Link to share a widget.
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External users can access shared widgets using their Google ID.
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Filters applied to widgets are reflected in shared links.
Regology-Delivered Dashboards
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Pre-configured dashboards can be found under All Dashboards > View All.
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These reports are categorized under System Reports.
By leveraging Regology dashboards, users can efficiently monitor regulatory activities, compliance tasks, and enforcement actions within their organization.