Widgets are the building blocks of your User Dashboards—data tables, KPI tiles, charts, calendars, kanban boards, and timelines that pull live from your LASSO data. This article covers everything about working with widgets: adding them, customizing them, filtering their data, arranging them on the grid, and exporting. New to User Dashboards? Start with User Dashboards: Getting Started to create, organize, and share your first dashboard.
Adding a Widget
Click Add Widget (in the header while editing, or from the empty-tab state). The Add Widget window gives you two ways to start:
Start From a Template
The gallery shows preconfigured templates grouped by category—Sales, Finance, Procurement, and Operations. Use the Search templates... box to find one quickly. Pick a template and it drops you straight into the Configure panel with the data source, display type, and sensible filters already set—tweak anything and add it.
Build From Scratch
Choose Configure Widget to pick any widget type and data source, then fine-tune it yourself.
Either way, you land in the Configure Widget panel, with your settings on the left and a live preview on the right that updates as you go. The Add Widget button stays disabled until you've chosen both a data source and a display type. Once added, the dashboard automatically switches to edit mode so you can position your new widget.
Widget Types
All seven widget types work from the same data—you pick how it's visualized.
Widget | Best For | Key Options |
Data Table | Row-by-row lists—invoice lists, top customers, detail views | Enable search; Allow row grouping; column, sort, and row-limit settings |
KPI Tile | One headline number—total outstanding balance, count of invoices, average payment | Aggregation (Count, Sum, Average, Min, Max), Value field, Format (Number, Currency, Percent), Show row count |
Bar Chart | Comparing values across categories—balance by status, revenue by vendor | Group by, Aggregation, Value field, Date grouping, Orientation (Vertical or Horizontal) |
Line Chart | Trends over time—payments by day, invoices by week | Time field, Aggregation, Value field, Granularity (Day, Week, Month), Smooth line |
Kanban | Pipeline and status views where each record sits in one column | Group by, Card title, Card subtitle, Card value |
Calendar | Date-anchored records—events and invoice due dates | Date field, End date (stretches each event across its full date range; events that started before the visible month still appear), Event title, Color by (a category field such as Event Type or Account Status), Event details (click an event to see its summary fields in a popup, along with a direct link straight to the event—no separate search needed) |
Timeline | Gantt-style schedules with a duration—multi-day events and tours | Start date, End date, Bar label |
The Display As picker only lets you choose types that make sense for your data source. If a type needs something the source doesn't have—for example, a Calendar needs a date field—it's greyed out with the note "Not available for this data source."
Data Sources
Every widget draws from exactly one data source. You'll only see the sources your permissions allow.
Source | What It Contains |
Quotes | Sales quotes with event, client, owner, status, totals, sent/expiry dates, and public-link/PDF details |
Invoices | Customer invoices with totals, outstanding balance, status, due/paid dates, terms, and overdue flags. The Revision column shows each invoice's current revision, drafts included, matching "Rev" in the invoice builder—add it under Columns, then filter or sort on it |
Purchase Orders | POs to vendors with rental/return dates, status, gear status, cost, and ship options |
Payment Requests | Requests for payment still awaiting settlement—amount, due date, status |
Payment History | Received payments (online and manual) with method, status, and payout status |
Recorded Payments | Payments recorded against invoices, including manual entries, fees, and void details |
Payouts | Deposits to your organization's bank. Expandable—each payout row opens to show the payments included in that payout |
Events | The full event record — the same 35 fields as the All Events list, pulled live. Anything you'd filter or sort on in the list you can chart, group, and break down on a dashboard, including filtering by every status your events can be in |
Each source exposes a rich set of fields you can turn into columns, filters, and sorts. A few worth knowing: every data source includes Date Created and Created By; Purchase Orders include the External Event ID; and the Quotes source includes the Document Date, Document Type (Quote or Contract), and Document Expiration Date. The exact fields available to you are set by your account and permissions.
Customizing a Widget
The Configure Widget panel stacks its settings top to bottom:
Widget Title—a custom name for the tile (defaults to the widget type's name).
Width—Half Width or Full Width. You can still fine-tune size by dragging on the grid.
Data source—the records the widget draws from. Changing the source clears the filters, columns, and sort, since those reference the source's fields.
Display type—the widget type (Data Table, KPI Tile, Bar Chart, and so on).
Display—options specific to the chosen widget type, like the Data Table's Enable search toggle or a KPI Tile's aggregation and format.
Filters—narrow which records appear (see Filtering Your Data below).
Columns—check which fields to show; leaving all unchecked shows every column. Each field shows a small type tag (for example, STRING or DATE). Use Check All to select every available column at once, or Reset to Default to revert to the default set without toggling each one individually.
Sort—add one or more sort fields, each Ascending or Descending. Use + Add sort to stack multiple.
Sub-filter tabs—optional quick-filter tabs on the widget (see Sub-Filter Tabs below).
Row limit—how many rows the widget pulls. New widgets start at 1,000 rows; you can raise a widget's limit up to 5,000, or leave it blank to use the default. If a widget reaches its limit, its header shows a tag like "Showing first 1,000 of 20,000+"—narrow your filters or raise the limit to see more.
When editing an existing widget, you can change any setting—including switching the display type in place (for example, flip a Data Table of events into a Calendar). Click Save Changes to keep your edits, or Cancel to discard them.
Searching Within a Table Widget
Data Table widgets have an optional Enable search toggle. When it's on, a Search table... box appears above the table. It searches across every visible column of the rows currently loaded in the widget—so if your data set is large, narrow the widget's filters (or raise its row limit) so the records you're looking for are in the loaded set.
Grouping Rows in a Table Widget
Data Table widgets also have an Allow row grouping toggle in their Display options. Turn it on and you can group the table’s rows by any column, on any data source—events by status, invoices by client, and so on. The grouping saves with the widget, so the view comes back the same way the next time the dashboard loads. Row grouping isn’t available when a widget shows related rows nested—for example, the Payouts source’s expandable payout rows.
Filtering Your Data
Filters live in the Filters section of the Configure Widget panel. Add a condition with + Add condition. Each condition is a field → operator → value row.
By default, multiple conditions are combined with AND—the header reads "Match all of these conditions." To create an OR group, click the small or... link on a condition; it becomes a "Match any of these" block where you can add OR conditions. Collapsing an OR group back to a single condition turns it into a plain rule again.
The operators available depend on the field type:
Field Type | Operators |
Text | contains, =, ≠ |
List / status | =, ≠, is one of, is not one of |
Number / currency | =, ≠, >, ≥, <, ≤ |
Date | on, after, on or after, before, on or before, is between |
Yes/No | = (with a Yes / No picker) |
People on an event (Events source): Account Managers, Project Managers, Labor Coordinators | contains, =, ≠, is blank, is not blank |
For list and status fields, is one of and is not one of let you pick multiple values as chips—start typing to search, and selected values stay in the list so you can add several. Fields that can be empty also offer is blank and is not blank, which need no value.
Widgets built on the Events data source can filter on Account Managers, Project Managers, and Labor Coordinators. For these fields, contains matches any one person on the event—so "contains Jordan" finds every event Jordan is assigned to.
Date Filters: Relative Dates & Ranges
Date filters can be fixed or relative, and relative values stay current every time the widget loads—so an "invoices due today" widget still shows today's records tomorrow.
Single date values—choose a mode:
Specific date—pick an exact calendar date
Today, Yesterday, or Tomorrow
Start of this week / End of this week (weeks start Monday)
Start of this month / End of this month
Start of this year / End of this year
N days ago—enter a number (for example, "30 days ago")
Date ranges—when you choose the is between operator, you get a Quick range preset plus a low and high end joined by "and":
Custom—pick both ends yourself
This week
This month
Last 7 days
Last 30 days
This year
Presets fill both ends for you; editing either end afterward flips the preset back to Custom. Because relative dates and presets are stored as rules (not frozen dates), "This month" or "Last 30 days" keeps rolling forward automatically.
Sub-Filter Tabs
Sub-filter tabs put quick, one-click filters right on the widget—handy for a table you want to slice several ways without editing it each time. For example, an invoices table with tabs for Overdue, Sent, and Paid.
In the Configure Widget panel, open Sub-filter tabs (optional):
An All tab is added automatically and always sits first—it shows every row, with no filter.
Click + Add tab to add one. Give it a label (defaults to Tab 1, Tab 2, and so on) and set its single filter condition. Every tab you add carries one filter.
Reorder tabs by dragging the grip handle, or with Alt + arrow keys. A tab's position is its order on the widget.
Remove a tab with its ×.
On the finished widget, the tabs appear as a strip of chips. Click All to see everything, or click a tab to apply its filter.
Arranging & Managing Widgets
Edit Mode
Click Edit in the header to enter edit mode (it becomes Done while active). Adding or duplicating a widget switches edit mode on automatically. Only the dashboard's owner can edit its layout.
Move & Resize
In edit mode, drag a widget by its header to move it, and use the resize handles to change its size on the 12-column grid. Outside edit mode, widgets are locked in place. Your layout saves automatically.
Widgets can also move between tabs—drag the widget onto a different tab to move it there.
The Widget Menu (···)
Each widget's header has an Actions (···) menu:
Export to CSV—download the widget's data (table widgets; available to everyone, including viewers)
Refresh Data—re-pull the latest data (available to everyone)
Edit Widget—reopen the Configure panel (editors only)
Duplicate—make a copy of the widget on the same tab (editors only)
Remove—delete the widget (editors only)
There are per-tab and overall limits on how many widgets you can have; LASSO will prompt you to remove one if you reach a limit.
Acting on Invoices from a Widget
Widgets built on the Invoices data source carry actions on each row, so you can work an invoice without leaving the dashboard:
Send invoice—send the invoice by email, choosing an email template as part of the send, matching how other sends in LASSO work. Check Attach PDF to attach the invoice's saved PDF (attachments are limited to 10 MB); you'll see a warning if payments were recorded after the PDF was generated.
Record a Payment—record a payment against the invoice using the same Recorded Payments flow as the invoicing spoke, so a payment recorded here behaves exactly like one recorded on the invoice itself. Payments can be recorded on draft-status invoices, too. For how recorded payments work—credits, applying across invoices, voiding—see Invoicing in LASSO: Complete Guide to Invoicing.
Payment actions on the invoices grid only appear for accounts with the payments capability enabled—if your account doesn't include it, those actions simply won't show.
Exporting Data
Any table widget can export its current data. Open the widget's ··· → Export to CSV to download a spreadsheet-ready file. This is available even if you only have view access to the dashboard.
Template Gallery Quick Reference
Sales: Open quotes · Quotes expiring soon · Open quote value · Quotes by owner
Finance: Overdue invoices · Outstanding invoices · Outstanding balance · Invoice balance by status · Invoices kanban · Invoices issued trend · Recent payments · Payments trend · Outstanding payment requests · Payment history · Recorded payments
Procurement: POs awaiting receipt · POs by vendor
Operations: Upcoming events · All events · Events calendar (defaults to Event End as the end date) · Events timeline
Only categories with templates you're entitled to are shown.
FAQ
Why don't I see a certain data source or template?
Sources and templates are scoped to your permissions. You'll only see what you're entitled to—for example, payment sources require payments access.
My table says "Showing first 1,000 of 20,000+." What does that mean?
The widget hit its row limit, so it's showing the first slice of a larger result. Narrow the widget's filters to focus the data, or raise its Row limit to pull more.
The widget search box isn't finding a record I know exists—why?
The table search looks only within the rows currently loaded in that widget. If your data set is large and the widget is capped at its row limit, the record may not be loaded yet. Add filters to bring it into the loaded set (or raise the row limit), then search.
How do I get today's or this month's data to update on its own?
Use a relative date filter (Today, This month, Last 30 days, and so on). These re-evaluate every time the widget loads, so the view stays current without you editing it.
Can I copy a widget?
Yes—use the widget's ··· → Duplicate to make a copy on the same tab, then move or edit it.
Can I move a widget to a different tab?
Yes—drag the widget onto the tab where you want it.
The Event Calendar Widget isn't showing events, but I know I have events scheduled. How do I get the events to show?
Edit the widget and increase the row count. This will allow your events to populate!
Questions, or something not behaving as described? Contact LASSO Support.