Manage Reports > Manage reports > Adding a widget to a record
  

Adding a widget to a record

On the record details page, you can add the aggregated reports created for the individual records as charts. You can add charts to the individual record details page as widgets. You can then select a report that you want the widget to display as a chart. For more information about widgets, see Manage Dashboard.
    1Search and find the record for which you want to add the widget.
    2Open the record, and click Add Report.
    The Add Report dialog box appears.
    3Enter the name of the report to add.
    The reports with matching names appear in a list.
    Note: To view all the available reports, type * in the search box.
    4Select a report from the list.
    The chart associated with the selected report appears in the preview panel.
    5Click Add.
    The chart appears on the widget.