How to use Table Charts for Dashboard Widgets

Modified on: Mon, 9 Mar, 2026 at 5:25 AM


More Tutorials from the Community


https://www.youtube.com/watch?v=xBGH_lohcSM


https://youtu.be/DwcbZNaqup4


TABLE OF CONTENTS


Step 1: Add a Widget

  • Go to your dashboard and Click on the edit icon and then Add widget

Step 2: Choose Table Chart

  • Scroll down to the widget you want to add and change the chart type to table




Step 3: Configure Your Widget

  • Click on Select Columns to manage columns you want on your widget




  • In Advance Settings, you can choose the column on which you want to order the table



Note (Email Widgets): Source Action Name
In Email Widget table charts, Source Action Name helps you identify what triggered the email.
If the email is associated with a workflow, Source Action Name displays the workflow step name to improve traceability in dashboards and reports.


Step 4: Save Your Changes

  • Click on Save to add your widget on the Dashboard


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