Using Gold-Vision

Dashboards & Reports

Creating A Table

Creating A Table From A List

To create a Table from a list, select Report from the View menu.

You will then have the following options:

Select Create a New Widget. Choose the Table and select an X and Y Axis. You can also select a Series.

The example below shows the number of accounts of type by Account Manager:

If you select the option Make available for other users to add, they can add it via the Add Widgets option in the list view.

Make available for other users to add.

Click on any section of the table to drill down to a list view of the items.


Widgets are dynamic, if a change is made to the list, the charts will automatically refresh. If pinned to a Homepage the filters will be retained.

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