Adding and Editing Analytics Widgets

Modified on: Mon, 21 Nov, 2022 at 10:23 PM

As your analysis and related reporting needs change and grow, you can add Analytics Charts to your dashboards. The article below will describe how to add Analytics Charts. 

To add an Analytics Chart in a Dashboard:

  1. Click the + Add Widget button that can be found in the upper-right corner of every dashboard.

2. Select the chart you want to add from the Widget Type drop-down menu. To learn about the metrics for each widget type, click here!

3. Select the search you would like to use for this widget.

Please just follow any additional prompts to customize your widget.

4. Click the Add Widget button to confirm your choices and add the new chart to the bottom of the dashboard.

NOTE: You will find the newly added chart(s) at the bottom of the dashboard. Please repeat this process to add more charts if you'd like.

To Edit an Existing Widget:

  1. Click on the Ellipses button in the upper-right corner of the widget you want to edit and select the editing option from:
  2. Edit Widget
  3. Replace with new Simple Search
  4. Replace with new Advanced Search
  5. Edit Existing Search
  6. Duplicate
  7. Delete

2. Click Edit Widget to update the Widget Name, Metric(s), Search Used, Date Range, and/or Chart Type.

4. Click on the Replace with a new Advanced Search link to change the current widget search to a newly built Advanced Search.
5. Select Edit Existing Search to keep the current search, but make updates to the boolean syntax or Simple Earned Search fields.
6. Select Duplicate to add the same widget to the current dashboard or another dashboard.
7. Select Delete to remove the widget from your dashboard.

Note: This is only applicable for certain users

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