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3. Adding widgets to a report

Learn how to add widgets to your report and how to apply specific settings to them

Widgets are how your data actually appears in a report: charts, tables, single values, and more. This article covers how to add them, configure their settings, and switch the source a widget pulls from.


Adding a widget

Step 1. Open the Widgets drawer on the right side of the editor.

Step 2. Choose a widget from one of four sections: Pre-made, Widgets, Saved, or Offline. Then drag it onto the report grid and drop it into place.

how to add a new widgets through the widgets section in the report

Widget settings

Each widget has three settings drawers: Data, Titles, and Settings. Click any widget to open it in the right sidebar.

by clicking on a widget where you can find buttons in the right navigation for Data, Titles and Settings

Data

The Data drawer is where you configure what the widget shows. Depending on the channel and widget type, you can set the metric, dimension, report type, and filters.

where to find widget data drawer to be able to change the report type, metrics, dimensions, etc

You can also rename a metric/dimension or remove the widget's icon. Click the three dots next to the metric/dimension name to access these settings.

by clicking on the 3 dots, you are able to select "Change icon", "Remove icon" and "Rename", this button can be clicking for "Metric" and "Dimensions within the widget

Titles

The Titles drawer lets you set the widget's title and add a description.

Titles drawer lets you set the widget's title and add a description.

Note: If the widget is too small, the title and description won't be visible. Either resize the widget or rename the metric directly in the Data drawer instead.

Settings

The Settings drawer controls visual and formatting options: currency sign/conversion, decimal places, comparison data format, footer visibility, colours, data grouping, etc.

The Settings drawer within the widget, controls visual and formatting options: currency sign/conversion, decimal places, comparison data format, footer visibility, colours, data grouping, etc.
The Settings drawer within the table widget has additional controls, such as displaying dimensions as columns, enabling the summary row, vertical and horizontal scrolling

Using a different source for a widget

Step 1. In the Widgets drawer, click "Change" next to the current source.

showing how to add a widget with a different integration's source to the reports, through the "Widgets" section

Step 2. Select Direct Data or Stored Data to browse all your connected and created sources, or Report Sources to see only the sources already added to the report.

Select Direct Data or Stored Data to browse all your connected and created sources, or Report Sources to see only the sources already added to the report.

Step 3. Select a source and click "Save selection".

shows how to select one of the sources and then clicking "Save selection" to confirm the choice
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