Widgets

Dashboard widgets give you focused views of system health, processing volume, and quality trends. Each widget has its own configuration and refresh behavior.

The dashboard does not use a global filter bar or a global date range. You configure filters for each widget separately. The shared filter types are environment, project, and date range, although the exact options vary by widget.

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Users with the Full Admin role can add, edit, and remove widgets.

You can reorder, resize, remove, or add widgets.

To add a widget, select Add widget, choose a widget from the catalog, and configure it in the preview. You can change the default widget title by selecting the edit icon next to it. Select Add widget in the configuration view when you are ready to add it to the dashboard. Select Save on the dashboard to keep the addition.

Configure and edit widgets

When you configure a new widget, an example preview uses sample data while the required settings are incomplete. The preview switches to your actual data when the configuration is valid. Add widget stays disabled until all required settings are valid.

When you edit an existing widget, its saved settings and current preview appear first. Save changes becomes available only after a valid change. An invalid configuration hides the data preview, shows Widget configuration is incomplete.

Select environments and projects

All environments and All projects include both current and future items. Selecting an individual item switches to manual selection. A manual selection includes only the items you select.

Where available, Select listed selects the currently listed items without enabling All. Clear selection removes the selection.

In the Environments and Projects selectors, deleted items appear in a separate Deleted group after the active items. The Deleted group appears only when it contains at least one item.

Understand widget messages

Message	What to do
This widget could not be loaded	Select Try again to retry.
No data yet	Check whether there is activity for the selected period.
No results found	Select Change filters to review the filters and date range.
No access to this data	Review your access to the information included in the widget.
Widget not configured	Select Configure widget and complete its required settings.

Available widgets

When you select Add widget, the widget catalog shows the following options. The labels in the Categories column appear on each widget in the catalog.

Widget	Purpose	Categories
Processing time by app	Identify the apps that take the most processing time so you can optimize performance.	Performance, Analytics
Production progress	Track Print batches through production stages and identify exceptions.	Health, Operations
Batch activity	View recent batches with processing status, records, errors, and execution details.	Operations, Batches
Channel volume	Track volume and performance for a communication channel over the selected period.	Analytics, Volume
Error trend by app	Track how errors change over time and see which apps contribute to spikes.	Monitoring, Trends
Records by status	View record status across your selected environments and time period.	Health, Operations
System status	Monitor the real-time health of your environments, including workers, queues, recent errors, and last runs.	Health, Monitoring
Top sources by errors	Find the biggest error hotspots across your environments, projects, flows, and apps.	Health, Errors
Volume over time	Track volume trends across one or more channels and compare them with a previous period.	Analytics, Trends

Widget details

Processing time by app

The Processing time by app widget helps you find the slowest apps. It shows a ranked table with App, Avg time, Runs, and Total time. You can sort the table columns.

Configure the widget with:

• Environments and Projects: Include all available values or select specific ones.
• Period: Select a quick range or set a custom range.
• Rank by: Rank apps by Total time consumed or Average execution time.
• Top results: Select the number of results to show.

Production progress

The Production progress widget tracks Print batches from receipt through dispatch and highlights exceptions. It shows production stage totals and a table of the related batches. To display data, the selected environments, projects, and period must contain Print activity with a supported production status. See Print for channel information.

Configure the widget

Open an Insights dashboard and select Add widget, then choose Production progress.

1. In Environments, select one or more environments or All environments.
2. In Projects, select one or more projects or All projects.
3. In Period, choose the date range to include.
4. Review the preview and select Add widget.
5. Select Save on the dashboard to keep the widget.

Understand production stages

The widget shows summaries for Received, In production, Completed, Dispatched, and Exceptions.

Review batch information

The table shows Batch ID, Project, Stage, and Records. You can sort by Batch ID, Project, or Stage. Use the page controls when more batches match than fit in the table.

For information about importing and running batches, see Batches.

Batch activity

The Batch activity widget shows recent batch activity in a sortable table. Available columns are Batch ID, Environment, Project, Status, Records, Errors, Started, and Duration.

Configure the widget with:

• Environments and Projects: Include all available values or select specific ones.
• Status: Include all statuses or select Draft, Ready, In progress, Finished, F. errors, or Halted.
• Period: Select a quick range or set a custom range.
• Columns: Choose which columns appear in the table.

Select a batch ID to open the relevant project and environment reports page.

Channel volume

The Channel volume widget shows the total for one selected channel and its absolute and percentage change against a comparison period. For email data, the preview also shows the percentages delivered, opened, and clicked.

Configure the widget with:

• Channel: Select between available Default Channels.
• Environments and Projects: Include all available values or select specific ones.
• Period: Select a quick range or set a custom range.
• Compare with: Compare with the Previous period, Previous month, or Same period last year.

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Channel filter will show all default channels that are or have been ever active in your organization.

Error trend by app

The Error trend by app widget helps you review error trends and identify the apps contributing to spikes. It shows errors over time by app. If there is no activity for the selected period, the widget displays a no-data message.

Configure the widget by environment, project, and period.

Records by status

The Records by status widget gives you a quick overview of processing status. It shows a donut chart and count and percentage values for Success, Running, Error, and Scheduled records. The summary identifies the total number of live records and shows deleted records separately. Deleted records are excluded from the live total and its status percentages.

Configure the widget by environment, project, and period.

System status

The System status widget provides a live health overview for selected environments. It shows a sortable table with Environments, Status, Active workers, Last run, Queue, and Errors 24h. Each environment includes its environment type label.

When an environment's status is unavailable, the widget shows Unknown.

Configure the widget by environment.

Top sources by errors

The Top sources by errors widget helps you identify the largest error sources. It shows a sortable table with App, Environment, Project, Flow, and the error total.

Configure the widget by environment, project, period, and the number of top results to show.

Select a row to open the relevant project and environment reports page.

Volume over time

The Volume over time widget shows volume trends in a line chart. When you select multiple channels, each channel has its own line and a Total line shows their combined volume. When you select only one channel, the widget shows that channel and hides the Total line. When you enable comparison data, dashed lines show values from the previous period.

Configure the widget with:

• Channels: Include all channels or select one or more of Email, SMS, Print, Archive, Berichtenbox, and Payment links.
• Environments and Projects: Include all available values or select specific ones.
• Period: Select a quick range or set a custom range.
• Compare with: Select Previous period or None.

Date ranges

Widgets with a Period setting offer quick ranges and a custom range. For Custom range, configure From and To, then select Apply. Apply stays disabled until the range is valid.

The custom range selector supports these six combinations:

From	To	Use
Previous	Today	A rolling period ending today.
Previous	Following	A rolling period ending a specified duration after its start.
Previous	Date	A relative start and a fixed end date.
Date	Today	A fixed start date through today.
Date	Following	A fixed start date and an end a specified duration later.
Date	Date	A fixed start and end date.