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You can reconfigure gadgets that you created. In most cases, this means changing the selected filter. For client summaries, you can also change how the information is grouped and sorted, as well as its format (Summary Type).

There are no configuration options for an Active Incident in Region gadget.

If you have a number of filters to define, you will likely want to create them from the Filters tab. However, you can also view, edit, and build new filters as you work within the gadget.

Note: Any time you modify your dashboard, be sure to save your changes.

Use the appropriate procedure based on the type of gadget:

• Incidents - division
• Client List
• Client Summary
• Regional Client Summary

To change a division incident gadget

1. Click the Dashboard tab.
2. Choose the appropriate dashboard from Current Dashboard.
3. Click the gadget's configure icon.
4. Change the Division.
5. Click Apply.
6. Click Save. The Save Dashboard window opens.
7. Click Save.

To change a client list gadget

1. Click the Dashboard tab.
2. Choose the appropriate dashboard from Current Dashboard.
3. Click the gadget's configure icon.
4. To use a different filter, open the Filter drop-down and click the filter you want.
5. To change the gadget by changing an existing filter:
   1. Open the Filter drop-down and click the filter you want.
   2. Click View. The filter opens in a new window.
   3. Add to or change the search terms and search sets.
   4. Click Save or Save As. A pop-up window opens.
   5. If appropriate, enter or change the filter Name.
   6. Click Save. The pop-up window closes.
   7. Close the filter window. The gadget shows the revised filter.
6. To change the gadget by adding a new filter:
   1. Click New. The search window opens.
   2. Add one or more search terms and/or search sets.
   3. Click Search. Your results show in the window.
   4. Click Save or Save As. A pop-up window opens.
   5. Enter the Name of the new filter.
   6. Click Save. The pop-up window closes.
   7. Close the filter window. The gadget shows the new Filter.
7. If appropriate, clear or select Incident Mode Enabled.
8. Click Apply.
9. Click Save. The Save Dashboard window opens.
10. Click Save.

To change a client summary gadget

1. Click the Dashboard tab.
2. Choose the appropriate dashboard from Current Dashboard.
3. Click the gadget's configure icon.
4. To use a different filter, open the Filter drop-down and click the filter you want.
5. To change the gadget by changing an existing filter:
   1. Open the Filter drop-down and click the filter you want.
   2. Click View. The filter opens in a new window.
   3. Add to or change the search terms and search sets.
   4. Click Save or Save As. A pop-up window opens.
   5. If appropriate, enter or change the filter Name.
   6. Click Save. The pop-up window closes.
   7. Close the filter window. The gadget shows the revised filter.
6. To change the gadget by adding a new filter:
   1. Click New. The search window opens.
   2. Add one or more search terms and/or search sets.
   3. Click Search. Your results show in the window.
   4. Click Save or Save As. A pop-up window opens.
   5. Enter the Name of the new filter.
   6. Click Save. The pop-up window closes.
   7. Close the filter window. The gadget shows the new Filter.
7. If appropriate, change Group By.
8. If appropriate, change Sort By.
9. If appropriate, change the Summary Type:
   • Pie Chart
   • Bar Chart
   • Table
   • Counter Box
10. If appropriate, clear or select Incident Mode Enabled.
11. Click Apply.
12. Click Save. The Save Dashboard window opens.
13. Click Save.

To change a regional client summary gadget

1. Click the Dashboard tab.
2. Choose the appropriate dashboard from Current Dashboard.
3. Click the gadget's configure icon.
4. To use a different filter:
   1. Select the Filter.
   2. Select the summary group from Group By.
5. To change the gadget by changing an existing filter:
   1. Select the Filter.
   2. Click View. The filter opens in a new window.
   3. Add to or change the search terms.
   4. Click Save or Save As. A pop-up window opens.
   5. If appropriate, change the Name of the filter.
   6. Click Save. The pop-up window closes.
   7. Close the filter window. The gadget shows the revised Filter.
   8. Select the summary group from Group By.
6. To change the gadget by adding a new filter:
   1. Click New. The search window  opens.
   2. Add one or more search terms and/or search sets.
   3. Click Save or Save As. A pop-up window opens.
   4. Enter the Name of the new filter.
   5. Click Save. The pop-up window closes.
   6. Close the filter window. The gadget shows the new Filter.
   7. Select the summary group from Group By.
7. If appropriate, clear the Incident Mode Enabled check box.
8. Click Apply.
9. Click Save. The Save Dashboard window opens.
10. Click Save.