Dynamic Custom Values in Dashboards and Reporting

Modified on Tue, 11 Aug at 6:01 AM

What's New?

You can now insert
dynamic custom values
into dashboard/report widget conditions and elements using the new
{}
picker.
Supported in
widget conditions
— wherever you enter a text value (e.g. Address, Source field).
Supported in
dashboard elements
— Embed (URL), Title, or Text box.
Location fields
available: Location Id • Location Name • Email • Phone • Website • Address • City • State • Country • Postal Code • Timezone
User fields
available: User Id • Email • Phone • Role • Type • First Name • Last Name • Name • Full Name.
Custom values
— everything you've created under Settings → Custom values is available in the picker, organised by folder.
Tokens resolve automatically per account when the dashboard is viewed.

How It Works:

Open a dashboard and switch to
Edit mode
.
Add or edit a widget — go to the
Conditions
tab. Or add an
Element
(Embed, Title, or Text box).
Click the
{}
button next to any text input field.
Browse or search across
Location
,
User
, or
Custom values
.
Select a field — the token is inserted (e.g.
{{ location.name }}
).
Save. Switch to
View mode
— the token resolves to the real value for that location automatically.

Why It Matters:

One dashboard for every location
— build a single dashboard template and every account sees their own name, address, and data — no duplication needed.
Dynamic embed URLs
— insert a location ID or custom value into an embed URL so each location loads their own external report automatically.
Personalised dashboard experience
— titles, text boxes adapt per location, making dashboards feel purpose-built for each client.
Faster account setup
— what used to take multiple manual setups now takes one.

What's Next?

NA

Notes:

Custom value insertion is available to
dashboard editors only
.
If a token has no value set for a location, it resolves as blank in view mode.
Location and User system fields are available by default — no setup needed. Custom values require prior setup under
Settings → Custom values
.