# Custom object widgets for dashboards and reporting > Learn how to build and use custom object widgets in Futuria CRM dashboards and reports to visualise the data that is unique to your business. Author: Futuria Support Team · Published: June 24, 2026 · Reading time: 4 min read Source: https://futuriamarketing.com/en/supporto/widget-oggetti-personalizzati-dashboard/ --- ## What is a custom object widget? Custom object widgets let you add charts that reference the custom objects you create in your account settings. Because every business tracks unique data, these widgets turn non-standard records (for example, "Pets", "Properties", "Cases") into totals and averages that you can filter, customise and reuse across different dashboards. ## Key benefits of custom object widgets Custom object widgets are designed to surface the KPIs that matter most to your business, even when your data sits outside the standard CRM objects. - **Tailored analysis:** build metrics for the unique records you track (for example, Average pet age). - **Centralised reporting:** combine contact, opportunity and custom object metrics on the same dashboard. - **Flexible charts:** switch between numeric, line, bar, horizontal bar, doughnut or table charts to suit the story you are telling. - **Reusable filters:** apply dashboard-level quick filters or widget-level filters without changing the widget's original view. - **Secure sharing:** respects the dashboard's existing permission levels, so only authorised users can view or edit the widgets. ## Metrics and chart types Understanding what you can measure and how you can display it helps you choose the right chart for the question you are asking. - **Metrics available for custom object widgets:** Count, Sum, Average. - **Supported chart types:** Numeric, Table, Bar, Horizontal bar, Line, Doughnut. - A recommended chart type is pre-selected when you add a widget, and you can change it at any time from the chart selector. - Tables can display several fields as columns; charts can use eligible fields for grouping, where supported. ## Permissions and sharing Manage who can view, filter or edit the widgets using the same permission levels that control your dashboards. - The **VIEW/EDIT/FULL/NO ACCESS** dashboard roles continue to apply to custom object widgets. - Editors can change the chart type, metrics, filters and theme; viewers can interact with the quick filters. - Use the three-dot menu on a widget to **Duplicate** it or configure it further without affecting the original. ## How to set up custom object widgets Setting things up is quick once your custom object exists. Correct configuration ensures your fields are available for metrics, groupings and filters, so your widgets answer the right questions straight away. Before adding any widget, **make sure your custom object has been created**. For detailed instructions, see our guide on Creating and editing custom objects. ### 1) Adding a custom object widget to a dashboard 1. In your **account**, go to the Dashboard and click the blue button in the top left-hand corner to open the dashboard you want. ![Selecting a dashboard from the list in Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/3d305636-2302-429f-99dd-38774a0b080d.png) 2. Click **Edit** (pencil icon) → **Add widget**. ![The 'Add widget' button in dashboard edit mode.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/f12168d1-ce48-42f4-8abf-3d2677916998.gif) 3. Choose the chart type you prefer (Numeric, Doughnut, Line, Bar or Table), then scroll to the Custom objects category (Example: Dogs) and select the metric you want. ![Choosing a custom object widget from the list of available widgets.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/4e5c8a3c-675a-4e67-abff-8bbfab783877.png) 4. Apply filters (campaign, metric, date range) or change the theme/colours. ![Configuring a widget with filters, metric and colour theme.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/09aa1839-28e8-4364-ae5b-c1e9f7da7021.png) 5. Click **Save**. The widget will start displaying data. ### 2) Adding a custom object widget to a custom report 1. In your **account**, go to **Reports → Custom reports** and open an existing report or click **Create report**. ![The 'Create report' button in the custom reports section of Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/a8f1bcbf-ce2d-444b-b7fc-a7d483ce9229.png) 2. Choose whether to **start from a blank workspace**, **use a template** or **import the layout of an existing dashboard**. ![Options for creating a new report: from scratch, from a template or by importing a dashboard.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/704dfea1-e107-4196-ae41-f8375314ae36.png) 3. Click **Add widget/element** (top left). In the widget list, find the **Custom objects** widgets (Example: Dogs) and **drag** the ones you want into the layout. ![Dragging a custom object widget into the report workspace.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/5de6d1fc-6295-4e0c-87d4-df6fd3c4c25a.png) 4. Configure each widget: **chart type**, **filters** and **theme** to suit your needs, then click **Save**. ![Saving the widget configuration in the custom report.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/b97b8556-5c39-4c61-96d0-2dbc358b12cf.png) 5. Click Send or Schedule to set up an **email schedule** and receive the report automatically. ![Setting up a schedule to send a report by email.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/cfa81973-059e-42a5-8299-30b9aadfefef.png) ## Frequently asked questions ##### How many custom objects can I create? Up to **ten** custom objects per account. Every object can be used in the widgets. ##### Which plans support custom objects and dashboards? Custom objects, dashboards and custom reports are now available on all plans. ##### Can I duplicate a custom object widget? Yes. Use the **three-dot menu → Duplicate** to copy the configuration and edit it as needed. ##### Can I group by a multi-select field from my custom object? When a chart or table supports grouping and your object includes eligible selection fields, you can group by those fields. Availability varies by chart type. ##### Why does my widget show "No data"? Check that your custom object has records, that you have selected an eligible metric/field, that the date range (if used) includes your data, and that the filters or quick filters are not excluding everything.