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.
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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
βYou'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 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:
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The widget settings are the following:
What are the Advanced options?
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Do you need help after reading this article?
βPlease explore our help center further or contact our support team through the bubble chat or at support@swydo.com. You can also schedule a demo to get an answer to all your questions
Happy reporting,
The Swydo team
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Updated March. 2024