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Widgets & Advanced Filtering

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Filtering on widgets can help enhance your Dashboard experience and narrow the view to data that is pertinent to you.

Basic Filtering on your Widgets #

For any widget on your dashboard, select the gear icon to “edit your dashboard widget.”

Widget header toolbar with minimize, expand, gear, print, and close icons, with a red box graphic around the gear icon used to edit the dashboard widget.

Based on the widget selected, you will have three main Categories to help with filtering. These include:

  • Widget Options
    • Custom Widget Tile: allows you to name this filtered widget
    • Show Total Rows: quantifies the number of units in the widget
  • Who should show?
    • How would you like to filter to see only specific types of data?
      • for example, Filter by Client Status or Primary Team Member
  • Which data should be shown?
    • What information from YouthCenter would be useful to see?
      • for example, Client Name or Privilege Level

The example below showcases the filtering available under the “Client” widget.

Screenshot of the top of a Widget in Edit Mode. The screenshot is continued in the next image. It shows the Widget Options section (Custom Widget Title, Show Total Rows, Action: Create New Note, Total Label) and the Who should show? section with client checkboxes and Filter by fields such as Physical Placement, Program, Care Provider, Client Status, Court Case Status, team members, Gender, and Tags. Red box graphics highlight the Widget Options and Who should show? section headings.
Screenshot of the bottom of a Widget in Edit Mode. The screenshot is the continuation of the previous image. It shows the What data should be shown? section with the Latest Assessment Score dropdown and the Columns to Display checklist (Client Name, Client #, Client Status, and Birthday checked), with a red box graphic around the What data should be shown? section heading.

Program Placement Filtering #

Several widgets have been enhanced to allow filtering by multiple programs and physical placements you are interested in.

Some examples to try include: the Clients Widget, the Map widget, and the Clients in Other Programs widget.

To filter a widget by multiple programs, select the edit icon on the widget you wish to change:

Clients widget on a dashboard listing three clients with columns for Client, Client #, Client Status, Age, Birth Date, Room, FP Prog., Programs, Viewed, and Assessment Score, with a red arrow graphic pointing to the gear (edit) icon in the top right corner of the widget.

Find the Filter by Program section and select the program(s) you wish to filter by:

Client widget configuration with the Filter by Current Program dropdown open, showing program options such as Community Service, Drug Rehabilitation, Intensive Probation, Meals on Wheels, No Rate Program, Substance Abuse Class, and Tether.

Court Order Event Types and/or Titles #

To better understand the details of an upcoming court date, Next Court Date Event Type and Next Court Date Event Title are available for the following Dashboard widgets:

  • Clients
  • Clients In Programs
  • Clients In Other Placements
  • Clients in Facility
  • Recent Clients
  • Recent Facility Placement Events
  • Visitations
  • Pending Assessments
  • Upcoming Assessments

Adding the Next Court Date Event Type or Title to a Widget #

To add this field to any of the widget types listed above, choose the grey Edit Widget Configuration icon to the right of the widget of your choice. 

Widget header toolbar with minimize, gear, print, and close icons, with a red box graphic around the gear icon used to edit the widget configuration.

Choose one or both of the fields as shown below.

Columns to Display checklist in a widget configuration, with red arrow graphics pointing to the Next Court Date Event Type and Next Court Date Event Title checkboxes.

The information shared will be listed on your dashboard.

Widget on the dashboard showing the Client #, Client Status, Next Court Date, Next Court Date Event Type, and Next Court Date Event Title columns, with an example row showing a Court Review on 6/25/25 at 9:00 AM titled This is a court date.

These two fields will pull from the data entered in a New Client Appointment. The appointment must be related to court events.

New Client Appointment form with red arrow graphics pointing to the Title field and the Event Type field, which is set to Court Review.

Detention/Residential: Widgets to Filter By Unit #

For those in Detention or Residential, this filtering will show only clients in selected units and allow users to build Dashboards specific to units.

How to Filter by Unit Using Widgets #

Use the Manage Dashboard button for adding or updating widgets.

Note: if your Dashboard has a Shared icon (group of people), any change you make here will affect all viewers. Use caution!

If your Dashboard does not have this icon (detention filtering Dashboard shown below) the changes are set only for you.

Facility Units & Rooms dashboard header with a red box graphic around the shared dashboard (people) icon next to the dashboard name, and the Manage Dashboard link on the right.
Empty dashboard named detention filtering showing the Nothing here yet message and an Add Widgets button, with a red arrow graphic pointing to the Manage Dashboard link in the top right corner.

 Select the green “Add Widgets” button.

Manage Dashboard toolbar with Add Widgets, Edit Layout, More, Save Changes, and Cancel buttons, with a red box graphic around the green Add Widgets button.

The following widgets have a Filter By Unit property:

  • Upcoming Assessments
  • Pending Assessments
  • Daily Log
  • Visitations
  • Incidents
  • Upcoming Service Plans
  • Clients In Facility
  • Clients In Programs
  • Medication Schedules
  • Recent Facility Placement Events

Once the widget has been added, select the gear icon that will allow you to “edit the widget configuration.”

Daily Log widget added to the dashboard in edit mode, with a red arrow graphic pointing to the gear icon used to edit the widget configuration.

You will now see a Filter by Unit option under Who should show? Multiple units can be selected at a time. 

Daily Log widget configuration with the Filter By Unit dropdown open under Who should show?, listing the units A, Holding, and Residential (Phoenix), with a red arrow graphic pointing to the Filter By Unit field.

Click Apply to save changes once you’ve made your selection(s).

Daily Log widget configuration with units A and Holding selected in Filter By Unit, along with Max Rows, Show items for, client, object type, and Columns to Display options, and a red box graphic around the Apply button.

Click Save Changes to apply all changes to your dashboard. 

Manage Dashboard toolbar with Add Widgets, Edit Layout, More, and Save Changes buttons, with a red box graphic around the blue Save Changes button.

For a webinar on using the Dashboard Manager, please see the link shared here.

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