Understanding Widgets

Widgets are interactive elements within dashboards that provide data visualization and insights.

Time Filter

• Dashboards default to showing data from the last 90 days.

• Use the Date Range filter to modify the timeframe.

• Custom date ranges can be set for up to one year.

Legend Items in a Chart

• Unread – Items that have not been viewed yet.

• In Process – Items currently being reviewed or worked on.

• Applicable – Items determined to be relevant based on set criteria.

• Following – Items that are being tracked for updates or changes.

• Duplicate – Items identified as duplicates of existing records.

Switching Chart Types

• Click Ellipsis (⋮) > Switch Chart to change the visualization.

• Changes to Regology-delivered dashboards reset upon refresh.

Additional Filters

• Some widgets have extra filters (e.g., Alerts by Document Status has alert type and workflow status filters).

Sharing Widgets

• Click Ellipsis (⋮) > Copy Link to share a widget.

• External users can access shared widgets using their Google ID.

• Filters applied to widgets are reflected in shared links.

Regology-Delivered Dashboards

• Pre-configured dashboards can be found under All Dashboards > View All.

• 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.