Add Widgets to a Report

Required profiles: Analytics user or superuser

In Borealis, widgets determine what information is displayed in a report. If you need to expand the range of data presented in your reports, you can do so by adding existing widgets or creating  new widgets.

Adding widgets to a report can help you to: 

• Include new analysis elements in your report
• Improve how your data is presented to meet new reporting needs

There are 3 ways to add widgets to a report:

• You can create a new widget from the Widgets in Analytics
• You can add a widget that already exists
• You can create a widget directly from the report

Add an Existing Widget to a Report

1. Navigate to Reports in Analytics.
2. Open the report to which you want to add a widget.
3. Click on the Edit button in the upper right corner of the report page.
4. Click the + Add button in the upper right corner of the report page.
   OR place your mouse where you want to add a new widget and click the + Add button line that appears.
5. Select Choose widget.
6. From the Available widgets drop-down list, select the widget you want to add to your report.
7. Click the Save button.

Create a Widget Directly From a Report

1. Navigate to Reports in Analytics.
2. Open the report to which you want to add a widget.
3. Click on the Edit button in the upper right corner of the report page.
4. Click the + Add button in the upper right corner of the report page.
   OR place your mouse where you want to add a new widget and click the + Add button line that appears.
5. Select + Create widget.
   
6. Select the widget type to organize your data and the form to determine the data source.
7. Click the Next button.
8. Modify the settings to adjust what information is displayed and how it is displayed.
9. Click the Save button.

You can then adjust your report layout to organize how your data is displayed.