Creating a Currency Total Widget over a Date Range

Creating a Currency Total Widget over a Date Range

Creating a Currency Total Widget over a Date Range


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To create a Currency Total Widget begin by doing a Search on Items.


  1. Choose a date range. For a 2020 Total, we've chosen Created Date between Jan 1, 2020 - Dec 31, 2020.
  2. Choose Category equals Currency. Since this is what we're interested in searching on.






  1. Next, choose Search in Custom Data, and change the Custom Data (Form) field to display the Currency Form (Sys Template).


  1. Then click the checkbox Anything in form.


  1. Now click the Save box and give your Saved Search a name. In this case, we've chosen Currency Total from 2020.



  1. From your Nav Menu, click Dashboard. Then click the Add Widget box.


  1. Then scroll down the list and click Statistics.









  1. The Widget 1 box will then appear. Rename the Widget 1 box by clicking the icon that looks like a star, then give it a name of your choosing.
    We've chosen 2020 Currency Stats. Then click Ok.


  1. Next, in the Widget box, click the blue circle with the plus symbol in it, and the Add Statistic page will appear.


  1. Click the Saved Search field and choose from one of your saved searches, in this case, Currency Total from 2020.
  2. Give your Statistic Widget a Title.





  1. Then select a Field. We have chosen Currency Total from the Currency Form (Sys Template).


  1. Click the Function field and choose SUM.

  1. Click Format and choose $ - US Dollar or a currency of your choice.


  1. Your Widget should now contain a Currency Total from Jan 1, 2020 - Dec 31, 2020.


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