The Grid View widget puts a table's rows and columns on a dashboard. Think of a grid view, cut to size and placed between the charts. It shows the records of one table, filtered and sorted as you set it, as a read-only list or an editable grid.

Here is the test: do viewers need the rows themselves next to the numbers, and perhaps to edit them? If yes, add a Grid View widget. If they need one number, use a Summary Card. If they need a chart, use a Chart widget.

Example: the Vendor risk overview dashboard in a Vendor Management solution. The Security lead adds a Grid View widget titled Open findings on the Findings table. Its View Configuration filters Status is not Resolved and sorts by Due Date, the same settings as the Open findings grid in the table. The toolbar is trimmed to Search. Security can edit cells in place, and exporting is off for the audit copy.

The Open findings widget on the Vendor risk overview: five columns, a Search box in its toolbar, the record count in its footer and a New finding button in its header.

The widget lands at the top left of the dashboard at half the row's width; the next widget lands beside it. There is no Save button on a dashboard: Add Widget is the commit, and the widget is there after a reload. Drag the handle on its right or bottom edge to resize it; see Managing Widgets.

The Add New Widget sidebar with the Views category expanded and the Grid View card's tooltip showing.

The settings sidebar is the one every view-based widget shares. It has three tabs: General, Toolbar and Actions. Each tab is a set of sections you can expand and collapse. Every row is described in View-Based Widget Settings. This section covers what the Grid View widget does with them.

Heading. Title is a text box, prefilled with "Grid View"; type the widget's name, Open findings here. Description is a switch, off to start. Turn it on and a rich-text box appears with two position tabs, As A Tooltip and Below The Title. Below The Title is selected to start; As A Tooltip puts the text behind an info icon next to the title.

Source. A button that shows the table's name with the line "Solution: <solution name>". It opens a two-level picker: the current solution's tables, and a back chevron to the list of every solution you can see, with a search box. Pick the solution, then the table. Until a table is chosen the preview reads "Please pick a Table and set your view" and the View Configuration section stays hidden. For Open findings the table is Findings.

View Configuration. One row per toolbar control, each with its current value as a badge: Fields to display, Sort, Filter, Group, Spotlight and Row Size. Select a row and the control's usual popup opens inside the modal, the same one as in a grid view; the preview updates at once. For Open findings, Filter is Status is not Resolved and Sort is Due Date, oldest first. The section's helper reads "Set the default state of each toolbar control for this view." Find has no row: it is never saved.

Display Options. Limit the number of displayed results is a checkbox, checked to start, with a number box set to 100. Uncheck it to show every record that passes the filter.

Leave the limit at 100 on a wide table and let the Filter narrow the rows instead. A dashboard grid is for the records that need attention today, not the archive.

The General tab with the Source button, the View Configuration rows with their badges and the Display Options checkbox.

Preset Filters offers three cards, None, Dynamic and Static; None is selected to start. Dynamic filters show as dropdowns at the left of the widget's toolbar; Static filters show as tabs. The steps are in Filters in View-Based Widgets.

Toolbar Elements is one switch per control, all on to start: Fields to Display, Sort, Filter, Group, Spotlight, Row Size and Search. Show all and Hide all change every switch at once. Hide all removes the whole toolbar from the widget; a Dynamic preset filter stays.

User Actions carries four switches on the Grid View widget, all on to start. The helper reads "Select the actions that can be performed while accessing this view."

Buttons holds + Add Button, which opens the Button Settings popover; see View-Based Widget Buttons. Open findings carries a New finding button.

The Actions tab with Edit Records Inline on, Allow Exporting off and the New finding button listed.

Solution Managers and members with Full Access add a Grid View widget to a public dashboard and change its settings. The owner does the same on a private dashboard. Every member who can open the dashboard sees the widget; see Dashboard Settings. What a viewer can do inside it is the smaller of two things: the switches on the Actions tab, and their own permissions in the table. A member who cannot edit Findings cannot edit a cell, whatever the switch says. On a shared dashboard the widget shows its records to anyone with the link; see Public Dashboard Sharing.

In View mode the widget is a grid with the toolbar you left on. At half width the toolbar folds into a Configure View dropdown; at full width it shows inline. Each row has the expand icon at its left and a comments badge. Under the last row sits a + row with the hint "To add new finding, press Shift + Enter", and the footer shows the record count, "12 findings" for example. Viewers scroll, sort and filter with the controls you left on, and open a record from the expand icon when Open Record Details is on. With Edit Records Inline on, a viewer selects a cell and the edit starts at once, as in the table.

Hover over the widget and two icons appear at its top right: Full Screen, and a three-dot menu with Minimize and Export. Full screen opens the grid in a modal titled with the widget's name, with the full toolbar and an Export button offering Microsoft Excel, Google Sheets and CSV. With Allow Exporting off, the export items are gone.

A Filter widget on the same table narrows the grid when the two are connected. Pick a value in the Filter widget and the grid reloads; its footer count falls to the records that match. See Filter widget. The widget's own Preset Filters and the Filter widget apply together.

The Open findings widget in full screen, with the Export menu open on Microsoft Excel, Google Sheets and CSV.

In Edit mode, hover over the widget. A strip appears with a drag handle (Drag Widget), Move Up, Move Down, Edit (its tooltip reads Edit Widget) and a three-dot More Options menu. Edit reopens the modal; change what you need and select the button at its foot. Closing the modal with its X after a change asks "Are you sure you want to exit without saving the changes you made?", with Exit Without Saving and Save Changes.

The More Options menu holds these items, in order.

Duplicate Widget opens a dialog with a NAME box prefilled "<name> Copy"; the copy lands below the original at the same size. Delete Widget asks "Are you sure you want to delete the <name> widget?" with No, cancel and Yes, delete widget. A deleted widget is gone at once; no undo notice appears. The full set is in Managing Widgets.

Last verified 30 Oct 2026.