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.
How to add a widget or KPI to my report?
- 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.
Adding widgets or KPIs is easy. You can start creating a widget from scratch or work on 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
You'll be presented with a list of Preset KPIs and widgets. You can scroll down until you find the metric you need, or type the metric name you want.
After selecting a Preset widget/KPI or a metric, it will appear in the report.
If you need to adjust some settings, you can click 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?
Resize and customize the colours of your widgets and KPIs:
How To Use It
1️⃣ Navigate to the report you wish to edit and hover over the widget you want to resize. You will see a resizing icon in the menu. Click on it, and select an option:
You can choose from the following options:
For bar charts, heat maps, tables, and text widgets, you'll discover the option to enable 'auto height'. With this feature, you can showcase all your data without scrolling. If you prefer a more compact widget appearance with a scrolling bar, simply disable this functionality.
When you generate PDFs, please make sure you activate the auto-height setting to display all your data.
2️⃣ Fill your rows with data visualisations of different sizes for a compact and insightful overview of your results.
3️⃣ Compare your data with charts positioned side by side, making it easier to spot changes and differences and notice trends over time.
4️⃣ Include text alongside your data to highlight key insights, upcoming action points, or any additional information you want to share with your clients.
5️⃣ Enhance your reports by adding images alongside your graphs, such as ad assets or brand illustrations, using the text and images widget.
6️⃣ Customize your dashboard effortlessly by dragging and dropping widgets, ensuring your data's perfect layout and communication.
7️⃣ Customize your widget borders, colours, and report background using the brand template menu. You can select from two colour options or stick with the traditional white background. Simply choose your preferred style from the brand template menu.
8️⃣ Review your optimised report, put a big smile on your face for the great work, and get ready to share your masterpiece with your stakeholders! 🙌
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 support@swydo.com. You can also schedule a demo to get an answer to all your questions.
Happy reporting,
The Swydo team