Introduction To Reports

Information on generating reports from scratch, understanding widgets, reporting metrics, and more

Introduction To Reports

Add Widget To A Report

There are two ways to add a widget to a report:

  1. Use the Widget Library to add from pre-existing templates. You can even customize them.

  2. Use the widget editor to create a custom widget from scratch.

Let’s explore both methods:

Widget Library

  • Go to Reports.

  • Open the report where you want to add the widget from the sidebar.

  • Click Add widget. The Add a New Widget window will open with the Widget Library.

  • Find the widget you want to add. You can use the search bar, or you can browse widgets available for different categories from the left menu.

  • Clicking Add to dashboard below the widget will directly add it to your report canvas. You can either add another widget now or click Done to close the Add a New Widget window and return to your report canvas.

  • If you wish to customize the widget, click Customize below it. After you have made the required changes, click

    Save to add the widget to your report canvas and return to the Add a New Widget window.

Create a custom widget

  • Go to Reports.

  • Open the report where you want to add the widget from the sidebar.

  • Click Add widget. The Add a New Widget window will open.

  • Click Create a custom widget.

  • Give an easy-to-remember Widget name. You can also change the icon.

  • Add a Widget description. You can briefly describe the Widget’s purpose and functionality.

  • Select a visualization for your widget. Explore available visualizations.

  • Select the Metric(s) and Dimension(s) to be plotted in the What would you like to plot on your widget? section. The selected visualization determines the fields available in this section. For example, choosing the Table chart visualization displays fields like Add value for metrics and Add segment for dimension.

    When selecting a Metric, the following operators are available for your data:

    • SUM (selected by default): The sum of all the records in the given date range.

    • PERCENT: The percentage value of the record for the given date range.

  • Add Filters. The available filters depend on the metrics selected.

  • Define Sorting. You can choose how to sort the data in the visualization. Select the Metric or Dimension for sorting, then choose Ascending or Descending order. The ascending order will show the lowest value of the selected metric/dimension at the top, while the descending order will display the highest value at the top.

    Note: Only the Metrics and Dimensions used to plot the Widget can be used to sort the data.

  • Select the appropriate configuration for your custom widget. The available widget configuration options will depend on the type of visualization selected. You can select from the following options -

    • Include data labels: Labels the applicable chart with individual reporting data.

    • Hide legend: Remove the legend from your chart

    • Start Y-axis from zero: Ensure your Y-axis begins at zero

    • Define Y/X axis scale: Set the chart scale in terms of Minimum and Maximum Y/X-Axis bounds, and Step Size (Interval). Min & max bounds, and step size(interval) may adjust to give the best optimized visualization

    • Show steps: Display data in a stepwise format rather than a smooth or continuous line. The available options are:

      • Left: Steps start from the left side of the data point.

      • Center: Steps are centered between data points.

      • Right: Steps extend from the right side of the data point.

    • Enable target lines: Add reference/goal lines to measure performance against defined benchmarks. You can define Name, Value, Dash style (Solid, Dot, LongDash) and Color of the target line.

    • Hide previous period: Exclude data from the previous period comparison in your widget.

    • Show previous period as number: Display the previous period’s value as a number instead of percentage.

    • Show full number: Present complete numbers instead of shortened values (e.g., “2,262,322” instead of “2.26M”).

    • Ignore report and section level filters for this widget: Check the box to ignore all filters at report and section level and only consider your widget level filters.

  • Click Save.

As you configure the widget options, you’ll see a live preview of your widget on the right-hand side of the screen. You can also change the widget visualization from the options available at the top.

Notes:

You can also change the Metric and Dimension labels. In your report, when you hover over the tooltip icon of any widget, the tooltip shows details of the metric being displayed, with the original metric name appearing in brackets.

For table visualization, you can add Select max rows to display (which is 100 by default). Table widgets include a “Select max rows to display” dropdown, allowing you to choose how many rows appear per page in your exported PDF reports.

For Card visualization, you can Select max cards to display (which is 100 by default).

When using segment=post, the content shown as the post is the title of the post which can be edited by the user and may not necessarily be the text/content of the post.