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Add and Filter Widgets Using the Legacy Toolbar

Learn how to add widgets to dashboards and reports with the Add Widget toolbar.

Written by Jessica Tilley

Widgets With the Add Widget Toolbar

There are two ways to add widgets: Add On Hover and the Add Widget Toolbar. The Add Widget toolbar sits on the right side of any dashboard or report in edit mode. You browse or search for a widget, then drag and drop it onto the page.

The two ways:

  • Add Widget toolbar (Legacy): drag widgets from the toolbar on the right (covered in this article)

  • Add on hover (New): click an empty spot on the page and pick a widget. Learn more in Add and Edit Widgets on Hover

If your toolbar is missing and hovering over an empty area shows a preview cell instead, Add on hover is turned on. The setting applies to your whole account.


Turn On the Add Widget Toolbar

Step 1: Open a dashboard or report in edit mode and click Page Setup.

Step 2: Scroll through the right-hand panel and turn off Add on hover.

The Add Widget toolbar returns for your whole team, and your existing dashboards and reports stay the same.


Add a Widget

You can add a variety of widget types, from charts and graphs to custom textboxes, image embeds, custom metrics, KPIs, and more.

Step 1: Open a dashboard or report in edit mode.

Step 2: Click any icon on the widget toolbar to expand its list of widgets.

Step 3: Choose a widget, then drag and drop it onto your dashboard or report.


Search and Filter Widgets

Already know the widget or metric you want? Skip the browsing and search for it.

Step 1: Click the search bar at the top right of the widget menu.

Step 2: Type the name of the widget or metric. The list filters as you type.

Step 3: Check the data tag to make sure you've got the right source, then drag the widget onto the page.

The data tag indicates which data source a widget uses for integrations that support more than one source. For example, Google Analytics 4 tracks 1-Day Active Users through conversions, pages, or traffic analytics, so the data tag tells you which one a widget is pulling from.


Resize and Rearrange Widgets

Step 1: To resize a widget, click and drag its bottom-right corner outward.

Step 2: To rearrange widgets, drag and drop them within the section.

To move several widgets across sections at once, use cmd+click (Mac) or ctrl+click (PC) to select them, then drag and drop them together.


Edit a Widget

Step 1: Click any widget. It highlights in your brand color and the Edit Widget toolbar opens on the right.

Step 2: Click the tabs in the Edit Widget menu to change options like the title, date range, and theme color. Some integrations, metrics, and formats also offer filters and annotations.


FAQ

Where did the Add Widget toolbar go?

There are two ways to add widgets: Add On Hover and the Add Widget Toolbar. Your account likely has Add On Hover turned on. Follow the steps in Turn On the Add Widget Toolbar above to bring it back.

How do I tell which option I have?

If you see a toolbar on the right in edit mode, you're using the Add Widget Toolbar. If hovering over an empty area shows a preview cell, you're using Add on hover.

Can I use the toolbar for just one report?

No, the setting applies to your whole account and everyone on your team.

How many widgets can I add to a section?

You can add up to 100 widgets to each dashboard or report section.


What to Check Out Next


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