Clik
  • Products
    • Clik ServiceClik Service
    • Clik RemoteClik Remote
    • Clik JobsClik Jobs
    • NICEIC Cert SoftwareNICEIC Cert Software
    • Clik Cert ElectricalClik Cert Electrical
    • Clik CertClik Cert
    • Clik Cert (Field)Clik Cert (Field)
    • Clik AC CalcClik AC Calc
    • Clik TrainingClik Training
  • Features
    • Asset ManagementAsset Management
    • Bespoke CertificatesBespoke Certificates
    • Catering CertificatesCatering Certificates
    • CRMCRM
    • Customer PortalsCustomer Portals
    • DiaryDiary
    • Electrical CertificatesElectrical Certificates
    • Engineer PortalsEngineer Portals
    • F-GasF-Gas
    • Fire and Security CertificatesFire and Security Certificates
    • Fleet ManagementFleet Management
    • Gas CertificatesGas Certificates
    • InvoicingInvoicing
    • Job ManagementJob Management
    • Job SchedulingJob Scheduling
    • Manager PortalManager Portal
    • Mobile Job SheetsMobile Job Sheets
    • NotificationsNotifications
    • Planned MaintenancePlanned Maintenance
    • Print TemplatesPrint Templates
    • Purchase OrdersPurchase Orders
    • QuotingQuoting
    • ReportingReporting
    • Service IncidentsService Incidents
    • Stock ControlStock Control
    • Third Party IntegrationsThird Party Integrations
    • ValidationValidation
  • Industries
    • CateringCatering
    • Facilities ManagementFacilities Management
    • LiftsLifts
    • ElectricalElectrical
    • Plumbing and HeatingPlumbing and Heating
    • Air ConditioningAir Conditioning
    • GeneratorsGenerators
    • Building ServicesBuilding Services
    • Fire and SecurityFire and Security
    • Doors, Gates and BarriersDoors, Gates and Barriers
    • Grounds MaintenanceGrounds Maintenance
    • RoofingRoofing
    • PoolsPools
    • CleaningCleaning
    • Renewable EnergyRenewable Energy
    • PAT TestingPAT Testing
    • GasGas
    • Pest ControlPest Control
    • DrainageDrainage
    • TelecommunicationsTelecommunications
    • Audio VisualAudio Visual
    • Laboratory EquipmentLaboratory Equipment
    • Water ServicesWater Services
    • HVACHVAC
    • ConstructionConstruction
    • EnvironmentalEnvironmental
    • Healthcare and MedicalHealthcare and Medical
    • Property MaintenanceProperty Maintenance
    • Office EquipmentOffice Equipment
    • CarpentryCarpentry
    • FencingFencing
    • Waste and RecyclingWaste and Recycling
    • Traffic ManagementTraffic Management
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
Contact Us Try for FREE
Clik phone
  • Products
    • Clik ServiceClik Service
    • Clik RemoteClik Remote
    • Clik JobsClik Jobs
    • NICEIC Cert SoftwareNICEIC Cert Software
    • Clik Cert ElectricalClik Cert Electrical
    • Clik CertClik Cert
    • Clik Cert (Field)Clik Cert (Field)
    • Clik AC CalcClik AC Calc
    • Clik TrainingClik Training
  • Features
    • Asset ManagementAsset Management
    • Bespoke CertificatesBespoke Certificates
    • Catering CertificatesCatering Certificates
    • CRMCRM
    • Customer PortalsCustomer Portals
    • DiaryDiary
    • Electrical CertificatesElectrical Certificates
    • Engineer PortalsEngineer Portals
    • F-GasF-Gas
    • Fire and Security CertificatesFire and Security Certificates
    • Fleet ManagementFleet Management
    • Gas CertificatesGas Certificates
    • InvoicingInvoicing
    • Job ManagementJob Management
    • Job SchedulingJob Scheduling
    • Manager PortalManager Portal
    • Mobile Job SheetsMobile Job Sheets
    • NotificationsNotifications
    • Planned MaintenancePlanned Maintenance
    • Print TemplatesPrint Templates
    • Purchase OrdersPurchase Orders
    • QuotingQuoting
    • ReportingReporting
    • Service IncidentsService Incidents
    • Stock ControlStock Control
    • Third Party IntegrationsThird Party Integrations
    • ValidationValidation
  • Industries
    • CateringCatering
    • Facilities ManagementFacilities Management
    • LiftsLifts
    • ElectricalElectrical
    • Plumbing and HeatingPlumbing and Heating
    • Air ConditioningAir Conditioning
    • GeneratorsGenerators
    • Building ServicesBuilding Services
    • Fire and SecurityFire and Security
    • Doors, Gates and BarriersDoors, Gates and Barriers
    • Grounds MaintenanceGrounds Maintenance
    • RoofingRoofing
    • PoolsPools
    • CleaningCleaning
    • Renewable EnergyRenewable Energy
    • PAT TestingPAT Testing
    • GasGas
    • Pest ControlPest Control
    • DrainageDrainage
    • TelecommunicationsTelecommunications
    • Audio VisualAudio Visual
    • Laboratory EquipmentLaboratory Equipment
    • Water ServicesWater Services
    • HVACHVAC
    • ConstructionConstruction
    • EnvironmentalEnvironmental
    • Healthcare and MedicalHealthcare and Medical
    • Property MaintenanceProperty Maintenance
    • Office EquipmentOffice Equipment
    • CarpentryCarpentry
    • FencingFencing
    • Waste and RecyclingWaste and Recycling
    • Traffic ManagementTraffic Management
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
iconreturn to Support Centre
icon

Setting Up Dashboard Widgets

In Clik Remote there are two types of widgets you can create for your dashboard: a counter widget and a chart widget. This guide will show you how to create both.

These steps will need to be completed in the main Clik Service software.

 

Counter Widgets

Counter widgets or “Blocks” can display the value of a chosen property in Clik Remote.

Go to Settings > Clik Remote > Manage Users & Settings.

Select ‘New Counter Widget’.

You will then be asked to select a report for the counter widget to use as a source. In this example, we are going to create a widget to display the number of incomplete jobs, so will select ‘Job Summary’. After selecting one, click ‘Next’.

You will then need to select the criteria. For our incomplete jobs example, select ‘Complete’, ‘=’ and ‘No’ in the <select field> boxes. After selecting the criteria, click ‘Next’.

Now select the property you wish to get the value of. In this case, we are selecting ‘Count’, in order to count all jobs that have not been completed, then click ‘Next’.

You can then label your widget and assign it a colour. Change the value type and click ‘Next’.

Now you can establish who will be able to see and use this widget on their Clik Remote dashboard. Simply tick the box next to your chosen users and click ‘Next’.

You have now created your counter widget. Find out how to add widgets for your Clik Remote users here.

 

Chart Widgets

Chart widgets are a great way to see visual reports straightaway on your dashboard.

If you’ve already created summary reports, you can also use them for chart widgets. If you need to create new reports, follow these steps first.

Go to Settings > Clik Remote > Manage Users & Settings and click on ‘New Chart Widget‘.

Select your report from the drop-down list. Then select the users who will be able to view that report in their Clik Remote dashboard. Click on the relevant tick boxes and when you are happy, click ‘Ok’.

You will now be able to give your Clik Remote access to the widget on their dashboard.

icon

Clik Remote

Dashboard Widgets

Setting Up Dashboard Widget Thresholds
icon

Clik Remote

Dashboard Widgets

Resizing and Rearranging Dashboard Widgets

Dashboard Widgets

  • Adding Reports to the Dashboard
  • Resizing and Rearranging Dashboard Widgets
  • Setting Up Dashboard Widget Thresholds
  • Setting Up Dashboard Widgets
  • Setting Up Quote Status Widgets
Ask Tech a Question

Ask Tech a Question

Did you find what you were looking for? Don’t worry if not, you can get in touch with our tech support team.

Contact Tech Support
A Training Masterclass From Our Experts
PERSONALISED LEARNING

A Training Masterclass From Our Experts

You’ve got the software. Now get the expert knowledge straight from the experts. If you want to know more about Clik Service or the NICEIC Cert Software, maybe you want to drill down into a specific module, or a run-through for a new engineer, we’ll walk and talk you through it in the way that suits you.

Learn More
more more

4.4

Certifications
  • Products
    • Clik Service
    • Clik Jobs
    • Clik Remote
    • NICEIC Cert Software
    • Clik Cert
    • View All Products
  • Features
    • CRM
    • Invoicing
    • Job Management
    • Job Scheduling
    • Quoting
    • View All Features
  • Industries
    • Air Conditioning
    • Electrical
    • Facilities Management
    • Fire and Security
    • Plumbing
    • View All Industries
  • Support
    • Training
    • Service Status
    • Contact Tech Support
    • Product Roadmap
  • About
    • Blog
    • News
    • Privacy
    • Terms
    • Cookie Policy

Copyright Clik Limited © 2000-2023 – All Rights Reserved

more more more more more more