Custom content allows you to create more unique and interesting reporting for your clients. This guide covers basic widgets, like stat, textbox, title, and task widgets, which can be found under Content Blocks in the widget toolbar.
Click here to learn more ways to add custom content, like images or embedding videos.
For more advanced custom content, like custom metrics, embedded videos, images, or custom data sets, click here!
Custom titles and headers
Titles and headers can be added to any dashboard, report, or template to help break up content or highlight important information.
From the report or dashboard editor, click Content Blocks on the toolbar on the right, then drag and drop the header onto the page.
Click the title to open the formatting menu, where you can change the title type to a preset option or change the custom text that displays.
Under the display tab, you can alter the text visually, changing the header's style, alignment, or color. To change the size, click and drag the bottom right corner of the header.
Custom Stat Widgets
Stat widgets match the design of other widgets, but don't contain any data. The value a stat widget displays is whatever you choose to enter.
From the report or dashboard editor, click Content Blocks on the toolbar on the right, then drag and drop the stat widget onto the page.
Once added, click the widget to expand the menu on the right, where you can enter a custom title and value.
Custom Textbox Widgets
The custom textbox widget lets you add notes, comments, links, and supplemental information to your dashboards and reports.
From the report or dashboard editor, click Content Blocks on the widget menu on the right, then drag and drop the textbox onto the page.
Click the textbox to edit the widget. You can add your written content, then use the formatting tools at the top of the textbox to make any visual changes you want, like bolding, italicizing, or using different font sizes.
Text box widgets have a built-in spell checker to help catch spelling issues. When the text box is active, any misspelled words will be highlighted with a red squiggle underneath.
The spell check can be configured by hovering over the red or green dot at the bottom right of the text box. This will expand to show an on/off button and settings, where you can configure what the spell checker suggests or ignores.
Textbox widgets have a 5000-character limit, including any text markup used to format the content.
Task list widgets
If your team uses the in-app Task manager, you can add a Task list to your dashboard or report to highlight the great work your team is accomplishing.
From the report or dashboard editor, click Content Blocks on the widget menu on the right, then drag and drop the Task list onto the page.
Click the Task widget to open the widget editor panel on the right, where you can customize how and what the Task widget displays.
To show in-progress or to-do Tasks, click the Status dropdown and check the boxes next to each status.
More ways to add custom content to Client reporting
Create interactive reports with embedded content
Build Custom Metrics to display combined metrics, like ROAS, for your clients
Add custom graphics to capture your client's brand identity
Monitor client performance with Custom Goals
Use Google Sheets to pull in custom data sets or data from unsupported integrations
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