Insight into your certificates on the dashboard

Use the certificates widget to review certificate data, choose columns, and filter results from one dashboard view.

Use the certificates widget to get quick insight into employee certificates from your dashboard.

You can review active certificates, check expiry dates, and focus on the data that matters most in one view.

The certificates widget is available when Certificates is active on your account.

What you can do with the widget

• review certificate data in a table on your dashboard
• show the columns your team needs
• filter and sort the list for faster follow-up

Add the widget

1

Open your dashboard

Open the dashboard where you want to review certificate information.

2

Open the widget list

Click the + button in the bottom-right corner of the dashboard.

3

Select Certificates

In the widget list, choose the Certificates topic.

4

Choose the Table widget

Select the Table widget from the certificates options.

5

Place the widget

Drag the widget onto your dashboard. Move it where you want. Resize it by dragging the corners.

6

Save

Click Save to keep the widget on your dashboard.

What the widget shows by default

When you first add the widget, it shows these columns:

• Employee full name — the full name of the employee
• Expiration date — when the certificate expires
• Certificate name — the certificate type

Available columns

You can choose which information appears in the widget. The available columns are:

• Certificate number — the unique number of the certificate
• Start date — when the certificate became valid
• Expiration date — when the certificate expires
• Certificate code — the internal code for the certificate type
• Certificate name — the certificate type
• First name — the employee's first name
• Last name — the employee's last name
• Employee full name — the employee's full name in one column

If your organization uses custom fields on certificates, those fields also appear as column options.

Change the columns

1

Open the widget options

Hover over the certificates widget. Click the < button that appears.

2

Open Settings

Click the Settings button.

3

Select your columns

In the Columns dropdown, select or clear the columns you want to see.

4

Reorder the columns

Drag the selected columns into the order you prefer.

5

Save

Click Save to apply your changes.

Filter and sort the widget

Filters help you narrow the list. Sorting controls the order. Use both to focus on the certificates that need attention first.

Set filters

1

Open the widget options

Hover over the certificates widget. Click the < button.

2

Open Settings

Click the Settings button.

3

Add a rule

Click Add rule in the criteria section. Choose a field, then set the condition.

4

Combine rules if needed

Add more rules or create rule groups for more specific results.

5

Save

Click Save to apply the filter.

Change the sort order

In the same settings panel, choose:

• Sort column — the column that determines the order
• Sort direction — highest or lowest first
• Number of rows — 10, 15, 25, 50, 100, or 200

Common examples

Common setups include:

• certificates expiring in the next 30 days
• one specific certificate type
• certificates for one employee

Frequently asked questions

Who can use the certificates widget?

The widget is available to users with access to the Certificates feature.

Can I add the certificates widget more than once?

Yes. You can add multiple widgets with different filters.

Related guides

• What are Dashboards?
• Add and customize dashboard widgets
• Create an additional dashboard
• Introduction to Certificates
• Track certificate expiration dates