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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.

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