Widgets are the building blocks you'll use to construct dashboards and reports for your clients. Choosing the right widget and configuring it well can change how your client interprets information, allowing you to control the narrative of the work you do for them.
Whether building a report to send out to a client or creating a dashboard for them to view in your account, widget basics are the same throughout AgencyAnalytics.
Add Widgets to a Dashboard or Report
You can add a variety of widget types to reports and dashboards, from charts and graphs to custom textboxes, image embeds, custom metrics, goals, and more!
The widget toolbar is displayed on the right side of any report or dashboard while in edit mode. Click an icon on the Widget toolbar to expand a list of corresponding widgets.
Already know the name of the widget or metric you want to add? Use the search function at the top right of the widget menu to search for the widget by name.
Next, choose your desired widget, then drag and drop the widget onto your dashboard or report.
Once added, you can resize the widget by clicking and dragging the bottom right corner out. Rearrange widgets by dragging and dropping them across the report or dashboard section to achieve your desired look.
Multiple widgets can be moved at once by selecting multiple with cmd+click on Mac or ctrl+click on PC, then dragging and dropping them together.
Customize and Configure Widgets
Once you've added a widget to your report or dashboard section, click the widget to open the Edit Widget toolbar on the right. The selected widgets will be highlighted with your chosen brand color.
Most widgets share the same basic customization options, like changing the widget title, date range, or theme color. Different integrations, metrics, and formats will also have additional filtering and annotation options.
Click the tabs in the Edit Widget menu to review the different options for your selected widget.
To edit multiple widgets at once, hover over a widget, then click the checkbox in the upper left, repeating until all desired widgets are selected. Alternatively, use the keyboard shortcut cmd+click on Mac or ctrl+click on PC.
When multiple widgets are selected, the edit widget sidebar only displays configuration options shared across them.
How to Remove Widgets
To remove a widget from a dashboard or report section, hover over it and click the ellipsis menu in the upper right. In the dropdown, click Delete to remove the widget from the section instantly.
You can also delete multiple widgets at once by hovering over each one and clicking the checkboxes or pressing cmd+click on Mac or ctrl+click on PC.
Click Delete at the top of the page or tap Delete on your keyboard to remove the selected widgets.
Deleted widgets by mistake? Don't worry! Use the keyboard shortcut cmd+z on Mac or ctrl+z on PC to undo the last actions, or simply click the undo arrow in the top nav bar.
Find more options in the ellipsis menu
To discover even more widget options, hover over any widget across the platform and then click the ellipsis menu in the upper right corner.
The dropdown menu will have different options available for different widget formats, depending on whether you're viewing or editing the dashboard or report.
Your clients can also use the ellipsis menu when viewing a web report to view graph widgets on the full screen or download the widget via the share option.
Next up, learn to filter and configure widgets to showcase exactly the data your clients need!
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