Add a Custom Report Widget

You can personalize and customize the custom report appearance. All custom reports have similar appearances, but the backend data is different.

To add a custom report widget

Step 1: On the Analytics homepage, click Manage Dashboards.

The Dashboards Groups page is displayed.

Step 2: Select a group to view its dashboards.

A dashboard list for the selected group is displayed.

Step 3: Select a dashboard (Grid view or List view) to which you need to add a custom report widget.

The <DashboardName> page is displayed.

Step 4: In the upper-right corner, click the icon.

The Add Widget dialog box is displayed.

Step 5: In the Name box, type a name for the widget.

The widget name appears on the widget title bar.

Step 6: In the Description box, type a brief description of the widget.

Step 7: In the Widget Type list, select Custom Report.

Step 8: In the box, search for a report, and then select a report.

All reports in your organization or its descendants appear in the box. Parent organization filters appear for subgroup as well. In a widget you can select reports that are public or the reports that you have authored.

A warning sign next to the report title indicates that the report contains organization filters that do not allow dashboard access. The data for those organizations is not displayed on the dashboard.

Step 9: Click Add Dataset.

In a custom report, you can have only one dataset per widget.

Step 10: Click the icon if you need to remove the dataset.

Step 11: Click Save.

The custom report widget is saved and appears on your dashboard.

© NexPort Solutions. All Rights Reserved.

Last updated