Configure and Share Widget Reports

The Widget Report feature allows you to customize your widget settings and share reports with your team effortlessly. Personalize your widget to match your workflow and collaborate more effectively—all from one place.

Steps to Configure a Widget

Step 1: Open Widget Settings
  1. Navigate to your dashboard.
  2. Click the three-dot menu on the widget.
  3. Select Edit Widget.
Step 2: Edit Widget Information

You can customize the following:

  1. Widget Title
  2. Optional Subtitle or Description
  3. Connected Board(s)
  4. View Selection

Adding a subtitle provides additional context for anyone viewing the dashboard.

Step 3: Configure Chart Settings

Choose the chart configuration that best represents your data.

Depending on your requirements, you can customize:

  1. Chart Type
  2. Labels
  3. Data Representation
  4. Display Preferences

Review the live preview before saving your changes.

Step 4: Save the Configuration

Once you've finished customizing the widget, click Apply to save your changes.

Your dashboard will immediately reflect the updated configuration.

Share the Widget Report

After configuring your widget, you can quickly share its report with your teammates.

To share a report:

  1. Open the widget menu.
  2. Select Share Report.
  3. Choose the team members who should receive the report.
  4. Click Apply.

The selected users will receive the widget report based on the configured settings.

Benefits
  1. Easy widget customization

  2. Better dashboard organization

  3. Flexible chart configuration

  4. Quick report sharing

  5. Improved team collaboration

  6. Faster decision-making

Available in Hoicko

Configure widgets, personalize dashboards, and share reports seamlessly to keep your team informed and aligned—all within Hoicko.

Resources

🌐 Explore Hoicko: https://hoicko.ai

🎥 Watch the Video Tutorial: https://youtu.be/Qsdl1RgOz0g