Edit Insights board - report widgets (Legacy)

This article applies to the previous version of Insights. For the most recent Insights information, see Overview of Insights.

Edit the widgets in your boards and reports at any time to change their data sets or how they are displayed.

Click on a widget’s name in the top-left corner to edit it, and hover your mouse over the top of a widget to drag-and-drop it to a new position.

  1. Hover your mouse over the widget, click Configure in the top-right corner, and then select one of the following options:
    • Resize: Depending on the widget, resizing it will show more or less data.
    • Edit: Update the sources, metrics, or filters displayed in the widget, adjust its timeframe, or add internal notes to provide context to team members, and then click Update or Insert.
    • Pin: Pinning a widget adds a copy of it to any other board or report, to save you from having to reconfigure it each time. Deleting a pinned widget will not delete the original widget, or vice versa.
    • Delete

Important: If a widget’s timeframe is edited to something different from the default board/report timeframe, it will not update if the board/report timeframe gets changed. Its timeframe will stay independent from the rest of the board/report. Set a widget's timeframe to match that of the board/report to have it update with the rest of the board/report.

Notes can be viewed by hovering your mouse over the note icon in the top left of the widget.