Open topic with navigation
Get link | About Sage CRM editions
Adding new data sources for gadgets
You can make new data sources available to you in the gadget wizard by creating new reports, groups, advanced finds, and saved searches in the normal way in CRM. You can also add new data sources from SData feeds, which have been pre-defined by users with Info Manager or Administrator rights.
To find out more about adding these types of data sources, please refer to:
Groups
Writing reports
Creating a saved search
Using Advanced Find
Adding an SData feed template
When working with data sources for the interactive dashboard please note:
- The report data sources are grouped in the interactive dashboard by the entity selected in the report source view, not the report category. Data sources from cross-tabular or historical type reports are not included in List or Chart gadget report data sources.
- Users must be given access to Enterprise Reports (in Administration | Users) to be able to view data on gadgets based on Report data sources.
- For group data sources to be displayed in the dashboard the group type must be set to Dynamic Group.
- Take care when deleting data sources. For example, a gadget using a group data source will no longer show any data if that group is deleted.
- Private group data sources are not available when setting up template gadgets.
See Also:
Modifying gadgets
Adding new data sources for gadgets
Open topic with navigation
Sage CRM user assistance PDFs
