To help personalize dashboards in Home, you can set up the data and content—or widgets—they display.
Tip: Each member of your workspace can personalize their own dashboards and widgets. To share your dashboard's widgets and layout with members of your workspace, publish it as a template.
ESG Reporting widgets
Your dashboards can include widgets to help manage your Environmental, Social, and Governance (ESG) reporting.
With the ESG news feed widget, stay up-to-date with the latest industry news and updates about ESG reporting, direct from our experts at Workiva and elsewhere. From the widget, click Read more to open its article in 3BL Media on a new browser tab.
Tip: 3BL Media curates and shares communications about ESG reporting from organizations around the world. By default, the widget provides updates and ESG insight from only Workiva.
You can select to receive news from only Workiva or include other organizations from 3BL Media:
- From the widget's menu, select Edit.
- In News feed content, select whether to receive all news from 3BL Media or only updates from Workiva.
- Click Done.
Available with Connected ESG Reporting, the ESG bookmarks widget displays the framework disclosures and metrics bookmarked for your company's ESG reporting. You can click a bookmark to open its disclosure or metric in ESG Explorer.
Add widgets
From Home, you can add widgets to a dashboard, such as to quickly access their files or data from a central location.
- In Home, select My dashboard.
- If necessary, select the dashboard to add widgets to.
- On the toolbar, click Widgets, and select the widget to add.
Edit a widget's settings
Each widget has unique settings and functionality, which you can tailor to best meet your personal needs.
- From the widget's menu, select Edit.
- Rename or configure the widget as you'd like.
Tip: When you edit a widget, it saves the changes automatically. If necessary, reposition the Edit modal on the screen to view the updates as you make them.
- Click Done.
Organize widgets
To personalize a dashboard, organize its widgets in a layout that makes sense to you.
Note: We recommend you prioritize your more important widgets across the top of the dashboard, above your less frequently-used widgets.
- To move a widget, hover over its name, and then drag it to where you want it on the dashboard.
- To resize a widget, hover over its lower right corner, and then stretch it to the desired width or height.
Remove a widget
If you no longer use a widget, select Remove from its menu so it no longer appears on the dashboard.