Edit Insights board - report widgets (Legacy)


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.