How to Add Widgets to Reports
You may adjust and edit your reports by adding or removing widgets as you like.
Click on 'List All Reports' and select the report that you want to edit and add new widgets.
"List all reports" button is located on the upper-right corner of the screen. You can add your custom widgets or select from the list of built-in widgets.
- If you are creating a new report, you can use the "Create Custom Widget" button.
- If you are adding a widget to an existing report, you can use the "Add Widget" button on the upper right corner.
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- You can change the widget name on the upper left corner
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- On the left menu, there are different types of widgets that you can choose and customize.
- You can add filters to narrow down your results.
- By clicking the "Create Widget" button in the upper right corner, you can complete the creation of the widget.
- Your newly created widget will appear at the end of your report.
The preview you see on the screen while creating your widget only uses the data from the last 30 days. You will see the actual data you want once the widget has been created and added to the report.
- You can save the widget you have created as a PNG, copy it within the report, or download certain widgets as a CSV file.
- With the date filter, you can access the data between the dates you specify.
- Changes in channels and flows can be modified through the widget you create.