Record Count By Filter
Display a precise count of records that match a selected filter for quick operational monitoring
Specs
Version
0.1.0 (updated on 2022-09-01)
Developer
Labii Inc.
Type
Dashboard
Support Configuration
Yes
Overview
The Record Count By Filter dashboard widget displays a precise count of records that match a selected saved filter, providing users with a compact visual indicator for key operational metrics. It helps teams track how many records meet important conditions, such as tasks remaining, approvals pending, customers closed, or orders processed, in real time. By configuring a table, filter, and display styling, users can tailor the widget to their monitoring needs and keep high-priority counts visible on personal, team, or organization dashboards.
Use Cases
Task Tracking: Display how many tasks still need to be completed.
Approval Monitoring: Show how many records are pending review or signature.
Operations Queues: Keep counts for active requests, orders, or inventory actions visible.
Executive Dashboards: Surface key queue counts in a simple metric card for quick oversight.
Team Stand-Ups: Give teams a shared count-based indicator for daily workload review.
Configuration
To configure the widget, click the Edit button. You can customize both the data source and the widget interface.
Initial Setup
Navigate to the dashboard where you want to add the widget.
Click Add Widget and select Record Count By Filter from the dashboard widget catalog.
Click Edit to configure the table, filter, label, and display styling.
Save the widget to display the live count on the dashboard.
Required Settings
Table: Select the table that provides the filter options.
Filter: Select the saved filter used to calculate the record count.
Optional Settings
Name: Override the filter name with a custom display label.
Font color: Set the color of the count text.
Background color: Set the color of the metric card background.
Use clearly named saved filters so the widget label and count remain easy to interpret during dashboard review.
Readonly View
Dashboard widgets are designed for quick visibility and interaction in dashboard context.
Display Features
Live count display: Shows the number of records that match the selected filter.
Filter label: Displays either the filter name or your custom widget name.
Visual emphasis: Uses configurable font and background colors to make the metric stand out.
Compact monitoring: Keeps key queue counts visible without opening a list view.
Interactive Features
View Details: Open the list of matching records for follow-up action.
Edit: Reconfigure the table, filter, name, or colors when monitoring needs change.
Interface
The widget interface shows the count of records according to the selected filter, along with the filter's name or your custom label. Additionally, you can click the View Details button to access the list of matching records.
Best Practices
Dashboard Design
Place this widget near the top of operational dashboards where teams monitor priorities frequently.
Use color sparingly so important counts stand out without overwhelming the dashboard.
Combine multiple metric widgets only when each one tracks a distinct operational question.
Filter Management
Maintain saved filters carefully so the widget always reflects meaningful queue definitions.
Review filter logic after schema or workflow changes to avoid misleading counts.
Use custom names when the saved filter name is too technical for dashboard readers.
Related Widgets
Filters: Monitor saved filters in a list-oriented widget with quick management actions.
Record Summary: Use broader charts when you need trends and comparisons instead of a single KPI card.
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