The report builder is immediately editable when you open a report. Click the title to rename it, drag any widget to reposition it, or click a widget to open its settings - no mode switch required.
Note: Layout changes - like moving or resizing widgets - save automatically. Changes to a widget's metrics or dimensions take effect when you click "Update".
What you can do in the report builder
Rename the report - click the report title in the header to edit it inline.
Add or remove data sources - open the Sources panel in the right drawer to change sources or disconnect existing ones.
Add and remove widgets - click "Widgets" in the drawer to access a widget library. To remove a widget, right-click it and select "Remove widget", or use the three-dot icon that appears on hover.
Move and resize widgets - drag a widget to reposition it; drag the bottom-right corner handle to resize it.
Edit a widget's data and display - click a widget to open its settings in the right drawer. Configure metrics, dimensions, date range, filters, and display options from there.
Save a widget as a template - right-click a widget (or use the three-dot icon on hover) and select "Save as template" to reuse the widget's configuration in other reports.
Switch a widget's source - select the widget, go to the Source tab in the right drawer, and click "Change".
Customise colours and branding - open Report settings in the right drawer to apply a colour theme, upload a logo, or change the email theme.
2. Add new data sources to the report.
3. Access a library of various types of widgets, build them, add them to the report, or remove widgets from the report that you do not need anymore.
4. Change individual widget data sources.
5. Edit individual widgets.
6. Deleting widgets.
7. Saving the widget as a widget template.
8. Upload your logo to the report, change the colors of the infographics, and change the email theme
Note that changes you make in the report editor are all automatically saved.
For bulk edits across many widgets or tabs, the Sweep agent can apply a single change across your entire report at once, without you having to select each widget individually. Learn about IQ Agents