The Data Snapshot Widget lets you display custom reports from selected modules in formats such as lists, pivot tables, and charts, making it perfect for showing key data on your Home Page or any Custom Page.


Currently, the Widget only supports Deal Registration reports, but support for additional modules such as MDF, Lead Distribution, and Referral will be available soon! 


This guide will walk you through how to build and display a custom report using the Data Snapshot Widget.


For more information on creating custom reports and managing custom page content, check out the following articles:

 

Configuring the Widget:


  1. Logged in as an Administrator, you'll go to your Home Page or a Custom Page.
  2. Open the Layout Editor by clicking the Actions button in the top right > Layout Editor.
  3. In the Add Widgets sidebar on the right, type "Data" into the search box.
  4. Click to drag the Data Snapshot Widget onto the screen and place it in the desired location.
  5. When the Data Snapshot Widget window appears, enter a Title and Description for the Widget. 
    • Click the "Show title & description" checkbox to make them visible on the Widget (optional). 
  6. Select “Deals” from the Data Entity dropdown menu and click the Configure button.
  7. The Data Snapshot Configuration window will open, where you’ll configure your report.


Customizing Your Report:


Filtering Your Data (Left Panel)

Use Filters to refine your dataset. You can filter by attributes such as Registration Status, Deal Stage, Expiration Date, and Region.

  • Click the Add Filter button to add new filters, then click Apply Filters to update your report to reflect the selected criteria.

 

Resetting Filters and Loading Saved Views/Reports

The Load View button in the top header allows you to:

  1. Reset to default view, removing all filters and column changes.
  2. Choose a saved report to display in the Widget.


Choosing a Layout

Click the Layout button in the top header to change how your data is displayed using the following formats (see examples of each here):

  • Table Layout – Displays items in a list format

  • Map Layout – Shows records on a geographic map

  • Bar Chart Layout – Displays a bar chart or pivot table with a data snapshot

  • Timeline Chart Layout – Displays a line chart or pivot table showing activity over time


Managing Columns

Use the Manage Columns button in the top header to add, remove, or reorder columns to structure your report as needed. Learn more about managing columns in this article. 


Choosing the Number of Results to Display

In the top right corner, use the "Show First Results" option to control how many records are shown in the Widget. After configuring your report, click Save to apply your changes. 


 

Setting Permissions

Set the appropriate permissions for the Widget:

  • Everyone – Only Users with access to the selected module will see the Widget.
  • Selected Groups – Only Users in the selected Group(s) with access to the selected module will see the Widget.
  • Smart Permissions – Only Users who meet the criteria you specify and have access to the linked destination will see the Widget.
  • No One –The Widget will only be visible to Admin Users.


NOTE: To prevent the Widget from displaying when there are no results, select the "Hide Widget if there are no results” checkbox. 


Click Save to finalize your report settings.



How to Edit the Widget


  1. Click the Actions button in the top right corner of the Home Page/ Custom Page.
  2. Select Layout Editor and click the gear icon in the top right corner of the Widget > Edit. 
  3.  You'll then click the Configure button to make your changes.

 


Key Points to Note:


  • Partners will only see their Deals within the Widget and those they’re collaborating on with Distributors.
  • Distributors will only see their Deals and those they’re collaborating on with Partners.  
  • Internal Users see data based on their Deal Registration module permissions. For example: 
    • System Admins will see Deals registered by Partners and Distributors.
    • Internal Users with Partner Manager access will only see Deals from Partners they’re assigned to as Manager within the Widget.




Related Documentation: 

How do I use Dynamic Reporting to create custom reports and Views?

How do I Save a Custom View/Report in Channeltivity?

Managing Custom Page Content