If you need help creating a report and adding different tables and graphs, stick around.
Even if you created a report from scratch or from a template, you can always keep on adding more graphs and tables to it. Follow along to understand how to add a widget/KPI.
First, the basics! What is the difference between a widget and a KPI?
- What is a KPI? This stands for a Key Performance Indicator, and it is just a value or number.
- What is a widget? A widget is a table or chart. You can choose between variations of charts.
How to add a widget or KPI to my report?
Adding widgets or KPIs is easy. You can start creating a widget from scratch or work over a template. Follow the instructions below if you feel a little stuck:
Click on the plus sign where you want the new widget to display in your report
Select the data source previously connected [Learn how to connect a data source]
You'll be presented with a list of Preset KPIs and widgets. You can scroll down until you find the metrics you need or type the name of the metric you want.
After selecting from a Preset widget/KPI or from a metric, you will see it shown in the report.
If you need to adjust some of the settings, you can click on the wrench icon hovering over the widget/KPI. It will bring you to the following settings, which you can customize how you prefer:
The widget settings are the following:
What are the Advanced options?
Do you need help after reading this article?
Please explore our help center further or reach out to our support team through the bubble chat or at firstname.lastname@example.org. You can also schedule a demo to get an answer to all your questions
The Swydo team