Who This Is For / When to Use
Use this when your business tracks data that does not fit standard Kyrios objects (such as Contacts or Opportunities) and you want to visualize that data using dashboards or reports.
Overview: Custom Object Widgets
Custom Object widgets allow dashboards and reports to display metrics derived from Custom Objects you define. These widgets support counts, trends, totals, averages, tables, and breakdowns based on your custom data structure.
Step 1: Create a Custom Object
Navigate to Settings > Objects.
Click Add Custom Object.
Complete the required fields:
Custom Object (Singular): Example:
CarCustom Object (Plural): Example:
CarsPrimary Display Field Name: Example:
VIN NumberField Type: Select the field type for the primary field.
(Optional) Enable Mark Primary Field as Unique to prevent duplicate values.
Select an Icon and enter a short Description.
Click Create Custom Object.
Step 2: Open the Dashboard in Edit Mode
Go to Dashboards.
Open an existing dashboard or create a new one.
Click Edit mode.
Step 3: Add a Custom Object Widget
Click Add Widget.
In the right-side panel, stay on the Widgets tab.
Use the search bar or scroll to find your Custom Object.
Expand the Custom Object to see available widget types.
Step 4: Select Widget Type and Chart Format
Choose a widget type, such as:
Total count
Count over time
Sum or average of a numeric field
Table view
Select a Chart Type:
Number
Pie
Line
Bar
Table
Step 5: Customize Widget Settings
Apply Filters to limit which records are included.
Adjust Date ranges, grouping, or fields (depending on widget type).
Open the Themes tab to apply a color theme.
Configure labels and display options as needed.
Step 6: Save the Dashboard
Click Save Changes.
The widget now updates dynamically as Custom Object records change.
Optional: Use in Reports and Scheduled Delivery
Custom Object widgets can also be added to reports. Once saved, dashboards or reports can be scheduled for automatic email delivery.
Common Issues and Fixes
Widget shows no data
Confirm records exist for the Custom Object.
Check filters and date ranges.
Ensure numeric widgets use numeric fields.
Custom Object not visible in widget list
Verify the object was created successfully.
Refresh the dashboard editor.
Confirm you are in Edit mode.
Incorrect totals or trends
Review filter conditions.
Confirm the correct field is selected for aggregation.
Check timezone and date field selection.