Edit Widgets in a Report

Required profiles: Analytics user or superuser

As reports group widgets together in a single location, those widgets can also be conveniently edited directly from the report.

You can refine the widget dataset by adding add filters to a widget to a widget.

Edit Widgets While Viewing a Report

When editing a widget, the management and editing options available to you depend on your user profile and report ownership. It is also important to note that editing a widget will apply the changes made to other reports using this widget. Refer to Edit a widget for additional information.

  1. Navigate to Reports in Analytics.
  2. Open the report which uses a widget you want to edit.
  3. Click on the ellipsis (kebab) menu in the upper right corner of the widget you want to edit.
  4. Select Configure widget.
    Borealis_Analytics_Report_Widget_ManagementOptions_5-35.png
  5. Click the Edit button in the upper right corner of the widget details page.
  6. Modify settings.
  7. Click the Save button.

Remove a Widget From Your Report

  1. Navigate to Reports in Analytics.
  2. Open the report which uses a widget you want to remove.
  3. Click on the Edit button in the upper right corner of the report page.
  4. Click on the ellipsis (kebab) menu in the upper right corner of the widget you want to edit.
  5. Select Remove.
  6. Click the Finish button in the upper right corner when you are done editing your report.

Export Widget data

  1. Navigate to Reports in Analytics.
  2. Open the report which uses a widget for which you want to export data.
  3. Click on the ellipsis (kebab) menu in the upper right corner of the widget you want to export.
  4. Select the export option that best fit your needs. Note that the export options available depend on the type of widget and on your user profile.
  5. Click the Finish button in the upper right corner when you are done editing your report.

Manage Widget visualization

  1. Navigate to Reports in Analytics.
  2. Open the report which uses a widget for which you want to manage data visualization.
  3. Click on the Edit button in the upper right corner of the report page.
  4. Click on the ellipsis (kebab) menu in the upper right corner of the widget you want to manage widget visualization.

From this menu you can:

  • Toggle the data visualization value on the chart, click on ‘Show data labels’/ ‘Hide data labels’
  • Display/hide the data series, by clicking on ‘Hide legend’/ ‘Show legend’
  • Decide if you want to see the labels on the axes with the ‘Show axis labels’ / ‘Hide axis labels’ option
  • Add a trend line for Chart Widget
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