# Dashboard Widget Builder Source: https://docs.astalty.com.au/guide/dashboard/widget-builder > Build custom dashboards from widgets, share them with users and teams or show them on Participant profiles, and manage every dashboard for your organisation from Settings. Use the **Dashboard Widget Builder** to assemble a dashboard from individual widgets - small panels covering revenue, team hours, tasks, incidents and more - and choose exactly who sees it. Build a dashboard for your organisation generally, or build a Participant dashboard that your team sees on Participant profiles. This is separate from the built-in [Dashboard](https://docs.astalty.com.au/guide/dashboard) views (Home, Finance and Team), which every Admin and Manager already has and which aren't built with the Widget Builder. > **Dashboard Widget Builder is in beta** > > The Dashboard Widget Builder is enabled per account. If **Settings > Dashboards** is missing, contact Astalty Support at to discuss access. ## Who Builds and Shares Dashboards Only Admins can create a dashboard. A dashboard isn't personal or self-service: an Admin builds it once, then shares it with an **Audience** of specific users, teams or user groups. A dashboard with no audience doesn't appear under **Dashboard** for anyone, including the Admin who created it, but Admins can still find and edit it in **Settings > Dashboards**. Someone you've shared a dashboard with finds it under **Dashboard** in the left-hand menu, listed by its own name alongside **Home**, **Finance** and **Team** if they can see those. If nobody has shared a dashboard with them yet, **Dashboard** shows **No dashboards assigned**. ![The Dashboard menu showing Home, Finance, Team and a custom Team Performance Dashboard listed by name, with the populated dashboard open showing its Revenue, Participant Records Summary, Team Service Delivered, NSW Team and QLD Team widgets.](https://docs.astalty.com.au/assets/dashboard-widget-builder-dashboard-nav.png) ## Managing Dashboards from Settings Admins manage every dashboard built for the organisation - not just their own - from Settings. 1. Open [**Settings > Dashboards**](https://app.astalty.com.au/settings/dashboards). 2. The **Dashboards** table lists every dashboard, its description and its **Assignees** - who it's shared with. ![The Settings > Dashboards page, with the Create Dashboard button highlighted above a table listing a Participant overview dashboard assigned to the All Users group and a Team Performance Dashboard assigned to Admin User.](https://docs.astalty.com.au/assets/dashboard-widget-builder-admin-settings.png) ## Creating a Dashboard 1. From **Settings > Dashboards**, select **Create Dashboard**. 2. If Astalty asks **What is this dashboard about?**, choose **Your organisation** for totals across everyone you support, or **A participant** for a [Participant dashboard](#per-participant-dashboards). 3. Enter a **Name** and **Description**. 4. Select **Create**. ![The Create Dashboard dialog with Name set to Team Dashboard and Description set to Overview of Team Performance.](https://docs.astalty.com.au/assets/dashboard-widget-builder-create-dialog.png) Astalty opens the new dashboard ready for you to add widgets. ## Adding Widgets Select **Widgets** to open the widget palette, then **Search widgets** or browse by category. Select the **+** on a widget, or drag it onto the dashboard, to add it. ![The widget palette open beside a dashboard being edited, showing the Money category expanded with Revenue, Revenue Breakdown and Worker Economics widget cards, each with a + button to add it.](https://docs.astalty.com.au/assets/dashboard-widget-builder-widget-palette.png) The palette groups widgets into **Participants**, **Money**, **Team & hours**, **Tasks**, **Scheduling**, **Compliance** and **Incidents**. Nineteen widgets are available for a dashboard shared with users, teams or user groups. [Organisation Widgets](#organisation-widgets) shows each one with its settings. Some widgets only appear in the palette when the feature they draw from is enabled for your account - for example, Policy Acknowledgements needs Policies, and Site Records Summary needs Scheduling. See [Optional Features](https://docs.astalty.com.au/guide/settings/optional-features) if a widget you expect is missing. Five more widgets are built for [Per-Participant Dashboards](#per-participant-dashboards) and only appear there. [Participant Dashboard Widgets](#participant-dashboard-widgets) shows each one with its settings. A widget already added to a dashboard can separately need its own viewing permission. Someone who can see the dashboard but lacks that permission sees "You don't have permission to view this widget" in place of its contents - for example, a Manager without Scheduling access viewing a dashboard's Upcoming Supports widget: ![The Upcoming Supports widget showing a lock icon and the message You don't have permission to view this widget, in place of its contents.](https://docs.astalty.com.au/assets/dashboard-widget-builder-widget-permission-denied.png) ## Configuring a Widget Select a widget on the dashboard to open its settings. Every widget has a **Title** and **Description**, plus its own **Widget settings** - these vary by widget type. Worker Economics, for example, lets you choose the **Hours basis** (Approved or Scheduled), the **Default period**, and which **Finance metrics** show: ![The Worker Economics widget settings panel with Hours basis set to Approved, Default period set to Last 2 Week, Revenue and Wage cost ticked under Finance metrics, Profitability unticked, and Users and User Groups fields below.](https://docs.astalty.com.au/assets/dashboard-widget-builder-widget-settings.png) A widget showing navigation arrows, like Revenue, steps through periods without changing its settings. Hours Target Gauge's **Default period** instead pairs a period - such as **This** or **Last** - with a unit of **Week**, **Month** or **Quarter**: ![The Hours Target Gauge widget showing 198% of target with hours to date and expected-by-now hours, beside its settings panel with Default period set to This Week and the NSW Team and QLD Team user groups selected.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-hours-target-gauge.png) Several widgets - including Team Hours, Worker Economics and Task Backlog - also have their own **Users**, **User Groups** and **Teams** fields: these choose whose figures the widget counts, separate from who can see the dashboard. A widget that supports it instead offers **Show data for**, a choice between **Selected users, user groups and teams** and **The person viewing** - pick the second and the widget relabels itself (Task Backlog becomes **My Tasks**, for example) and shows only whoever is looking at the dashboard their own figures, with no list to maintain. Task Backlog also adds an **Include unassigned tasks** toggle, for open tasks with nobody assigned: ![The Task Backlog widget listing team members with open and overdue task bars coloured by how overdue they are, beside its settings panel with the NSW Team and QLD Team user groups selected and Include unassigned tasks switched on.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-task-backlog.png) Select **Save** to keep your changes, or **Remove** to take the widget off the dashboard. ## Arranging the Dashboard Layout A widget's position and size on the board - its layout - is separate from its own settings above. Open the dashboard from **Settings > Dashboards**, then drag a widget by its header to move it, or drag its bottom-right corner to resize it on the 12-column grid. Astalty saves the new layout automatically. ![The Worker Economics and Hours Target Gauge widgets side by side on a dashboard, with the resize handle visible in the bottom-right corner of the Worker Economics tile.](https://docs.astalty.com.au/assets/dashboard-widget-builder-resize-widget.png) ## Sharing a Dashboard Open a dashboard from **Settings > Dashboards** and select **Actions > Edit dashboard** to change its **Audience** - who can view it. Add specific **Users** or **User Groups**, or select existing groups like **Manager** or **All Users** from the list. If you leave the audience empty, the dashboard is only listed in **Settings > Dashboards**, where Admins can manage it. ![The Edit Dashboard dialog's Audience section, with Admin User added under Users and the Manager and Clinical Care user groups ticked and added as chips under User Groups.](https://docs.astalty.com.au/assets/dashboard-widget-builder-audience.png) ## Per-Participant Dashboards A Participant dashboard isn't shared with Participants themselves. It appears on Participant profiles, under a **Dashboards** tab, for the users, user groups and teams in its **Audience**. It's built from five widgets written specifically for one Participant's own records: Participant Records, Upcoming Supports, Funding Utilisation, Open Tasks and Missing Case Notes. [Participant Dashboard Widgets](#participant-dashboard-widgets) describes each one and its settings. While you're building a Participant dashboard and no specific Participant is selected, these widgets show example data: ![A sample Participant overview dashboard with an Example data banner, showing Participant Records, Upcoming Supports, Funding Utilisation, Missing Case Notes and Open Tasks widgets with placeholder content.](https://docs.astalty.com.au/assets/dashboard-widget-builder-participant-dashboard.png) Once the dashboard is assigned and a Participant's profile opens it, each widget shows that Participant's real records, supports, funding and tasks: ![A Participant's own Dashboards tab showing their assigned Participant overview dashboard populated with real data: Participant Records with 3 items needing action, Upcoming Supports listing 5 published supports in the next 7 days, Funding Utilisation showing 2 overspending categories, and the Missing Case Notes and Open Tasks widgets below.](https://docs.astalty.com.au/assets/dashboard-widget-builder-participant-dashboard-assigned.png) ### Setting Up a Participant Dashboard 1. From **Settings > Dashboards**, select **Create Dashboard**, choose **A participant** under **What is this dashboard about?**, enter a **Name** and **Description**, then select **Create**. 2. [Add widgets](#adding-widgets) from the palette. 3. Select **Actions > Edit dashboard**, then add the **Users**, **User Groups** or **Teams** who should see it under **Audience**. 4. Under **Which participants does it appear on?**, choose: - **Every participant** - every profile, including Participants added later. - **Participants matching a rule** - then choose the **Tags** to match. Participants tagged later are included automatically. - **Specific participants** - then choose the **Participants**. This is a fixed list, so Participants added later aren't included. 5. Select **Update**. Which Participants you choose only decides where the dashboard appears. The **Audience** still decides who sees it there. ![The Edit Dashboard drawer for a Participant dashboard, with the All Users user group in the Audience and a warning that everyone in the organisation will see it, and the Which participants does it appear on? section highlighted with Every participant selected over Participants matching a rule and Specific participants.](https://docs.astalty.com.au/assets/dashboard-widget-builder-participant-scope.png) If you clear every name from a Participant dashboard's audience and save, Astalty asks you to confirm - **Nobody will see this dashboard** - because it won't appear on any Participant's profile. Select **Save anyway** to go ahead, or **Cancel** to keep the current audience. ![The Nobody will see this dashboard confirmation, explaining that with no audience the dashboard won't appear on any participant's profile, with Cancel and Save anyway buttons.](https://docs.astalty.com.au/assets/dashboard-widget-builder-no-audience-warning.png) ## Deleting a Dashboard Deleting a dashboard is permanent. From its row's menu in **Settings > Dashboards**, or from **Edit Dashboard**, select **Delete**, then confirm. Astalty warns you first: "Are you sure you want to delete *\[dashboard name]*? This action cannot be undone." ![The Delete Dashboard confirmation dialog for Team Performance Dashboard, warning that this action cannot be undone, with Cancel and Delete buttons.](https://docs.astalty.com.au/assets/dashboard-widget-builder-delete-confirmation.png) ## Current Limitations - There's no way to duplicate or clone a dashboard - build each one from scratch. - A dashboard can't be exported or printed. - New accounts start with no default dashboard. Until an Admin builds and shares one, **Dashboard** shows an empty state for anyone with no built-in Home, Finance or Team access. - The Dashboard Widget Builder is only available on the web app, not in the Astalty mobile app. ## Organisation Widgets Each widget below is shown on a dashboard beside its settings panel. Every widget also has a **Title** and **Description**, covered in [Configuring a Widget](#configuring-a-widget), and a few settings recur across widgets: - **Default period** sets the period a widget opens on: **This** or **Last** (with how many back), and **Week**, **Month** or **Quarter**. Viewers can still step through other periods on the widget itself. - **Show data for**, **Users**, **User Groups** and **Teams** choose whose figures the widget counts, as [Configuring a Widget](#configuring-a-widget) explains. - **First warning (days)**, **Second warning (days)** and **Third warning (days)** set the three "expiring within" windows on a records widget, 7, 14 and 30 days by default. **Record types** limits the widget to the record types you choose; leave it empty to cover them all. ### Active Participants Shows your running total of active Participants, with the Participants who commenced and exited in each interval. Use it to see whether you're growing or losing Participants. Choose the **Interval** - from **Days** to **Years** - and how many intervals to show. It opens on the last 12 months. ![The Active Participants widget showing 124 active participants, up 87 over the period, with 143 commenced and 56 ceased, beside its settings panel with Number of months set to 12 and Interval set to Months.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-active-participants.png) ### Participant Caseload Shows how many active Participants each coordinator holds right now, with Participants who have no coordinator counted as **Unassigned**. Choose the coordinators under **Users**, **User Groups** or **Teams** - each person you include gets their own row. ![The Participant Caseload widget listing coordinators with their Participant counts, an Unassigned row of 13 and a footer of 124 active participants, beside its settings panel with the NSW Team and QLD Team user groups selected.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-participant-caseload.png) ### Revenue Shows invoiced and uninvoiced revenue for the selected period, against the period before, on a chart of the periods around it. Its only setting is the **Default period**. ![The Revenue widget showing total revenue for the week split into invoiced and uninvoiced, with a change against the previous week and a weekly revenue chart, beside its settings panel with Default period set to This Week.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-revenue.png) ### Revenue Breakdown Shows revenue for each Charge Item, so you can see which services earn the most. Its only setting is the **Default period**. ![The Revenue Breakdown widget showing a horizontal bar of revenue to date for each Charge Item code, beside its settings panel with Default period set to This Week.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-revenue-breakdown.png) ### Worker Economics Compares each Support Worker's hours with the revenue they generated and their wage cost, so you can see who is profitable and who costs more than they bring in. - **Hours basis** - **Approved**, **Scheduled** or **Clocked** hours. **Scheduled** uses forward-looking figures from the roster. - **Default period**. - **Finance metrics** - tick **Revenue**, **Wage cost** and **Profitability** to show them. Finance metrics need access to scheduling costs, and while any is ticked, people without that access don't see the widget at all. - **Users**, **User Groups** and **Teams** - the workers to compare. To track billable hours against targets, use [Hours Target Gauge](#hours-target-gauge) instead. ![The Worker Economics widget showing profitability, revenue and wage cost totals and each worker's hours and margin, beside its settings panel with Hours basis set to Scheduled, Default period set to This Week, all three Finance metrics ticked and the NSW Team and QLD Team user groups selected.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-worker-economics.png) ### Team Service Delivered Shows the mix of billable hourly services your team delivered, with delivered and scheduled hours, against the previous period. - **Default period**. - **Group by** - **Service category** collapses the weekday, evening and weekend variants of one service into a single row; **Support item** lists each one separately. - **Show data for**, **Users**, **User Groups** and **Teams**. ![The Team Service Delivered widget showing delivered and scheduled hours for each service category, beside its settings panel with Default period set to This Week, Group by set to Service category and the NSW Team and QLD Team user groups selected.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-team-service-delivered.png) ### Team Hours Shows each team member's billable hours against their target, split into delivered and scheduled hours. - **Default period**. - **Break down by charge item** - split each member's bar into segments by Charge Item. - **Show data for**, **Users**, **User Groups** and **Teams**. ![The Team Hours widget listing team members with delivered and scheduled hour bars against a 146-hour target, beside its settings panel with Default period set to This Week, Break down by charge item switched off and the NSW Team and QLD Team user groups selected.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-team-hours.png) ### Average Billable Hours Shows billable hours per team member over time, against the average target, so a change in your team's run rate stands out. - **Average per** - **Week**, **Fortnight**, **Month** or **Quarter**. - **Show data for**, **Users**, **User Groups** and **Teams**. ![The Average Billable Hours widget showing delivered, scheduled and target hours per team member per week with a trend chart, beside its settings panel with Average per set to Week and the NSW Team and QLD Team user groups selected.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-average-billable-hours.png) ### Hours Target Gauge Shows your team's billable hours against target as a single gauge, splitting delivered from scheduled hours and marking where you'd expect to be by now. - **Default period**. - **Show data for**, **Users**, **User Groups** and **Teams**. ![The Hours Target Gauge widget showing 198% of target with hours to date and expected-by-now hours, beside its settings panel with Default period set to This Week and the NSW Team and QLD Team user groups selected.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-hours-target-gauge.png) ### Task Backlog Shows each team member's open tasks right now, split by how far past their due date they are: not yet due, under 7 days, 7 to 30 days and 30 days or more overdue. - **Show data for**, **Users**, **User Groups** and **Teams**. - **Include unassigned tasks** - add a row for open tasks with nobody assigned. ![The Task Backlog widget listing team members with open and overdue task bars coloured by how overdue they are, beside its settings panel with the NSW Team and QLD Team user groups selected and Include unassigned tasks switched on.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-task-backlog.png) ### Task Completion Shows the tasks scheduled in each period and how many are now complete, with overdue tasks called out. - **Default period**. - **Show data for**, **Users**, **User Groups** and **Teams**. ![The Task Completion widget listing weeks with completed, overdue and not-yet-due task bars and a completion rate for each, beside its settings panel with Default period set to This Week and the NSW Team and QLD Team user groups selected.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-task-completion.png) ### Participant Records Summary Counts Participant records that have expired, are missing or expire soon, across every Participant. - The three warning windows and **Record types**. - **Participants** - **All Participants** counts everyone, and only people who can see every Participant's records can view the widget. **My Participants** shows each viewer the Participants they coordinate. - **Primary Coordinator** - with **All Participants**, limit the count to one coordinator's Participants, or to Participants with no coordinator. ![The Participant Records Summary widget showing counts of expired, missing and expiring records, beside its settings panel with warnings of 7, 14 and 30 days, Participants set to All Participants and Primary Coordinator set to Any coordinator.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-participant-records-summary.png) ### Participant Records by Coordinator Shows each coordinator's Participant records split into current, missing and expired. - **Show data for**, **Users**, **User Groups** and **Teams** - the coordinators to show. - **Record types**. - **Show unassigned records** - add a tile for records with no Service Coordinator or Primary Coordinator. ![The Participant Records by Coordinator widget showing a tile for each of four coordinators with the percentage of their Participants' records that are current, missing and expired, beside its settings panel with those four users selected and Show unassigned records switched off.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-participant-records-by-coordinator.png) ### User Records Summary Counts user records that have expired, are missing, are awaiting verification or expire soon, across every user. Its settings are the three warning windows and **Record types**. ![The User Records Summary widget showing counts of expired, missing, unverified and expiring user records, beside its settings panel with warnings of 7, 14 and 30 days and Record types empty.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-user-records-summary.png) ### Site Records Summary Counts site records that have expired, are missing or expire soon, across every site. Its settings are the three warning windows and **Record types**. ![The Site Records Summary widget showing counts of expired, missing and expiring site records, beside its settings panel with warnings of 7, 14 and 30 days and Record types empty.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-site-records-summary.png) ### Policy Acknowledgements Shows how much of your team has acknowledged the published policies that apply to them, with outstanding, overdue and signed counts. Choose what to **Include**: **Policies and procedures**, **Policies only** or **Procedures only**. ![The Policy Acknowledgements widget showing 32% acknowledged with outstanding, overdue and signed counts, beside its settings panel with Include set to Policies and procedures.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-policy-acknowledgements.png) ### Unassigned Shifts Counts the shifts with no assigned worker that start within the next few days. Set the **Window** in days - 7 by default. ![The Unassigned Shifts widget reading You have 21 unassigned shifts in the next 7 days, beside its settings panel with Window set to 7 days.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-unassigned-shifts.png) ### Incidents by Site Shows the number of incidents at each site over the selected period, split into Participant and staff incidents. Incidents that aren't linked to a site aren't counted. - **Default period** - this quarter by default. - **Incident type** - **All incidents**, **Participant incidents** or **Staff incidents**. ![The Incidents by Site widget showing incident bars for three sites split into Participant and staff incidents, beside its settings panel with Default period set to This Quarter and Incident type set to All incidents.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-incidents-by-site.png) ### Incidents by Support Worker Shows the number of incidents each worker was involved in over the selected period, split into Participant and staff incidents. - **Default period** - this quarter by default. - **Incident type** - **All incidents**, **Participant incidents** or **Staff incidents**. - **Users**, **User Groups** and **Teams** - the workers to show. ![The Incidents by Support Worker widget listing workers with incident bars, beside its settings panel with Default period set to This Quarter, Incident type set to All incidents and the NSW Team and QLD Team user groups selected.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-incidents-by-support-worker.png) ## Participant Dashboard Widgets These widgets are only available on a [Participant dashboard](#per-participant-dashboards). Each one shows the Participant whose profile is open, with a link to the full list on their profile or in a report. ### Participant Records Lists the Participant's records, most urgent first, with anything missing, expired or expiring soon called out. Its settings are the three warning windows and **Record types**. ![The Participant Records widget showing 3 records needing action, each missing, beside its settings panel with warnings of 7, 14 and 30 days and Record types empty.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-participant-records.png) ### Upcoming Supports Lists the Participant's published supports from today, soonest first, with who is working each one. Set how many days to **Look ahead**, from 1 to 28 - 7 by default. ![The Upcoming Supports widget listing 27 published supports in the next 7 days, grouped by day with times and workers, beside its settings panel with Look ahead set to 7 days.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-upcoming-supports.png) ### Funding Utilisation Shows how much of each service in the Participant's current plan has been used and how many days are left, with overspending and underspending called out. Choose which **Services** to show: **Every service in the current plan** or **Only overspending services**. ![The Funding Utilisation widget listing plan services with the amount spent, days left and Overspending or Underspending badges, beside its settings panel with Services set to Every service in the current plan.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-funding-utilisation.png) ### Open Tasks Lists the Participant's tasks due today, then overdue tasks, then tasks coming up, with who owns each one. Outstanding tasks always show. **Also show tasks due in the next** sets how many days of upcoming tasks to add - 14 by default, or 0 to show only outstanding tasks. ![The Open Tasks widget showing 77 outstanding tasks and 1 coming up, each with its due date and owner, beside its settings panel with Also show tasks due in the next set to 14 days.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-open-tasks.png) ### Missing Case Notes Lists the Participant's supports that were clocked out with no case note, newest first, with who worked each one. Set how many days to **Look back**, from 1 to 90 - 30 by default. ![The Missing Case Notes widget showing 24 supports missing a note in the last 30 days, each with its worker and days since clock out, beside its settings panel with Look back set to 30 days.](https://docs.astalty.com.au/assets/dashboard-widget-builder-catalogue-missing-case-notes.png) ## Related - [Dashboard](https://docs.astalty.com.au/guide/dashboard): the built-in Home, Finance and Team views every Admin and Manager already has. - [Settings](https://docs.astalty.com.au/guide/settings): the full settings reference, including Dashboards.