Widgets are the items you add to your report, containing statistics, text or images. There are two types of widgets:
- Widgets: Tables and charts, containing one or more metrics.
- KPIs: Key performance indicators showing a single metric (total).
To add a widget to your report, when you've just created a new report, click on Add a first widget to add a widget, or Add a first KPI to add a KPI:
If you already have widgets in your report, you can use the Insert and + buttons which you can find above and below chart and table widgets, and that appear next to KPIs when hovering over them:
A popup will show where all of our integrations are listed amongst the data sources already connected to your report. If you have a client connected to your report, and you've added a default data source to this client, this data source will also be available to select.
If you want to use any of the already available data sources, click on that. If you want to add a new one to the report, click on the data provider you want to add a data source for. Then, in the top drop down make sure the correct account is selected, then select the correct account in the bottom drop down.
Once you've done that, click "Add data source" and a list of predefined widgets will show up.
Predefined vs Basic widgets
When adding widgets you have the ability to choose from our list of predefined widgets, which already have a specific visualisation, metrics and dimensions selected. However, it's also possible to start a widget from scratch. The icons in front of the widget names indicate what visualisation is setup for the widget: a chart, table or KPI. Widgets with a + icon indicate it's a basic widget, which means you have the ability to setup everything from scratch.
When selecting a basic widget, select the name you feel is most fit for your goal. For example: if you want to report on Campaigns and there's a Campaign performance basic widget, it's best to use that one.
After selecting the widget you want to add, a popup will open with the following settings to customize your widget:
- Data Source: Select the data source you want to use for your widget.
- Date Range: Select a date range to use for the widget from predefined options and enable/disable comparison for the widget.
- Presentation: Change the title and visualisation of the widget.
- Dimensions & Metrics: Choose the dimensions and metrics shown in the widget, how many rows should be shown and how the widget should be sorted.
- Filter: Add filters to the widget to show more specific statistics. Click here to read more about filtering.
Once you're done setting up the widget, click the Save settings button to save the widget, and see the result.