Financial Services Creatio, lending edition
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Dashboards on a record page

You can configure displaying of dashboard tiles on any record page tab or in the record profile. The following types of dashboards are available on record pages:

The analytics can be added on the section record page using the section wizard or detail wizard.

Note

The settings of dashboard tiles on record pages are similar to those of the corresponding regular tiles You can find more information about the setup in tile descriptions.

Adding a communication dynamics chart on the contact page

Let’s create a chart that would display dynamics of communications with the customer on the [History] tab of the contact page. To add a chart on the contact page:

1.Open a contact page and select the [Open section wizard] option from the [View] menu.

2.Open the page designer by clicking the [Page] button on the wizard navigation panel (Fig. 1).

Fig. 1 Page designer

chapter_analytics_add_analytics_to_page_open_page_designer.png 

3.Click the [History] tab (the one that will display the diagram) on the right side of the wizard panel (Fig. 2).

Fig. 2 Switching to the [History] tab

chapter_analytics_add_analytics_to_page_page_designer_history_tab.png 

4.Add a new field group, which will contain the diagram by clicking the [New filed group] button at the bottom of the page. Locate the field group at the top of the [History] tab page.

Note

If you need to add analytics on a page detail, use the detail wizard instead of the section wizard.

5.Expand the “Add widget” block and select a dashboard tile. In this case, it is the “Chart” tile. Drag it on the tab (Fig. 3). Areas in which the chart can be added will be highlighted in blue.

Fig. 3 Adding a chart on the contact page

chapter_analytics_add_dashboard_to_page.png 

6.On the opened setup page (Fig. 4), specify parameters for the chart with two series that would display the number of calls and emails of the contact for the current month. Set the parameters as follows:

[Title] – “Calls and emails for the current month”.

[Object ] – for the first series, it is the “Call” object, and for the second series, it is the “Activity” object.

[Function] – “Count”.

[Chart type] – “Line”.

Grouping by the “End date” column for calls and the “Due” column for activities.

Configure filters. Specify the “End date = Current month” for calls. Specify two conditions for activities: “Type = Email” and “Due = Current month”.

Associate the object with the section by the “Id” column of the “Contact” object.

Save your settings.

Fig. 4 Setting up the “Calls and emails for the current month” chart

chapter_analytics_add_analytics_to_page_chart_setup_example00014.png 

 More information about the “Chart” dashboard configuration is available in a separate article.

7.For correct displaying of the data, adjust the size of the chart (Fig. 5).

Fig. 5 Resizing the chart

chapter_analytics_change_dashboard_size.png 

As a result, the chart showing the dynamics of communications with the contact for the current month will be displayed on the contact page (Fig. 6).

Fig. 6 Record page with a configured dashboard tile

scr_analytics_dashboard_on_page.png 

Note

You can display the data used for building the chart as a list. Read more >>>

See also

Analytical reports

Dashboard tabs

Dashboard tiles

Video tutorials

Analytics in Creatio. Working with dashboards

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