Adding new data sources for gadgets

You can make new data sources available to you in the gadget wizard by creating new reports, groups, advanced finds, and saved searches in the normal way in Sage CRM. You can also add new data sources from SData feeds, which have been pre-defined by users with Info Manager or Administrator rights.

To find out more about these types of data sources, see the following:

• Groups
• Reports
• Using Advanced Find
• Adding an SData feed template

When working with data sources for the interactive dashboard, please note:

• The interactive dashboard does not support key attribute data. For this reason, you cannot use reports that provide key attribute data as data sources for the interactive dashboard gadgets.
• The report data sources are grouped in the interactive dashboard by the entity selected in the report source view, not the report category. Data sources from cross-tabular or historical type reports are not included in List or Chart gadget report data sources.
• Users must be given access to Enterprise Reports in <My Profile> | Administration | Users to be able to view data on gadgets based on Report data sources.
• For group data sources to be displayed in the dashboard the group type must be set to Dynamic Group.
• Take care when deleting data sources. For example, a gadget using a group data source will no longer show any data if that group is deleted.
• Private group data sources are not available when setting up template gadgets.
• You can use Advanced Find as the data source for a gadget on the Interactive Dashboard to expose data that might otherwise be difficult to access, in a format that let's you perform your business actions. For example, as a Customer Service representative, you can create an Advanced Find search to retrieve all communications that are linked to your cases. Use the clause Communication : Communication Case ID <> with a blank Value to find all not null records AND the clause Company : Account Manger = <your user name>. You can save the search and use it as a data source for a list gadget to display support issue communications that help you resolve your cases.