---
title: "Configure Widget Reports"
slug: "configuringwidgetreports"
updated: 2026-02-10T06:18:26Z
published: 2026-02-10T06:18:26Z
canonical: "help.symphonysummitai.com/configuringwidgetreports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Widget Reports

You can configure the reports for the selected Widget Name and Tab Name. You can also customize the reports using the filter criteria, such as Monthly, Weekly, Yearly, Daily, and All.

To configure Widget Report, perform the following steps:

1. Navigate **Admin** > **Infrastructure** > **General** > **Widgets** > **New Widget Reports**.
2. On the **New Widget Report** page, click **Add New** on the right actions panel.
3. Fill in the required details. For more information about fields and icons on the **New Widget Report** page, see Field Description.
4. Click **Submit**. A new Widget Report is configured. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-IME440K4.png?sv=2026-02-06&spr=https&st=2026-10-27T10%3A55%3A47Z&se=2026-10-27T11%3A55%3A47Z&sr=c&sp=r&sig=qOkTxYf5lT7VGtzthAMK2f1BzKlhtfffaDDuz6nabBk%3D) Figure: New Widget Report page

#### Field Description

The following table describes the fields on the **New Widget Report** page:

| **Field** | **Description** |
| --- | --- |
| **Details** |
| Widget Name | Select the Widget from the list. |
| Tab Name | Select the tab from the list. |
| Report Name | Type in a name for the report. |
| Graphical | Select this option to view a graphical report. |
| Marquee | Select this option to display the consolidated report as an Information Ticker on the selected Tab. |
| Report Image | Click **Upload** icon to choose an image. |
| Image | Displays the uploaded image. |
| Active | Indicates the status of the report. - If selected, the report is active. - If not selected, the report is inactive. |
| Filter By | Lists the filter categories for the customized report: - **All:** Select this option to view all reports. - **Daily**: Select this option to view daily report. - **Weekly**: Select this option to view weekly report. - **Monthly**: Select this option to view monthly report. - **Yearly**: Select this option to view yearly report. |
| Query Text | Type in the query text for the selected **Filter By** option to view the report. |

**Actions**

This section explains all the icons displayed on the right actions panel of the **New Widget Report** page.

**Show List**

Click **Show List** to display the **List** table showing all the configured Custom Widget Reports.

- To edit a Custom Widget Report, click the configured **Report Name**. Make appropriate changes and click **Submit**.
- To display the inactive Reports, click the **Include Inactive** checkbox.

> [!NOTE]
> Note
> 
> When the configured custom Widget Reports are displayed under the **List** table, the **Add New** action is displayed on the right actions panel. Click **Add New** to configure a new Custom Widget Report.

**References**

- To configure Widgets, see Configuring Widgets.
- To add Widget tabs, see Configuring Widget Tabs.
- To configure Widget Report Access, see Configuring Widget Report Access.