All articles

Adding Widgets to Analytics Boards

TL;DR

You can add widgets to an existing analytics board at any time by opening the board from Reports, clicking Edit, and selecting +Widget to create a custom widget. From there, you choose the widget type, pick the data and filters, set what values appear, add a title, and save it. You can also add static text by clicking Edit and then the T button to open the rich text editor. After that, save your changes, and if needed, drag and drop widgets to rearrange them on the board.

Table 12. Availability - Legacy plans

Wrike Analyze Wrike for Marketers Performance Wrike for Professional Services Performance

Table 13. Availability

Free Team Business Pinnacle Apex
Availability: Pinnacle, Apex.; Unavailability: Free, Team, Business;

Overview

You can add multiple widgets to the analytics board anytime you need it. You can create custom widgets or select a template from the widget gallery.

How to Add a New Widget to an Existing Board

  1. Go to Reports 1 in the sidebar and open the analytics board you want to add a widget to from the list.

    Note

    If you don’t see this option, click on the More button in the sidebar and select Reports from the list.

  2. Click the Edit button 2 in the upper-right corner of the workspace.

  3. Click the +Widget button 3 on the panel above the board.

    AddingWidget__Widget.png

  4. In the window that opens, click +Custom widget 4.

    AddingWidgets__customWidget.png
  5. Next, you can:
    1. Select the type of widget you want to build and its design 5.
    2. Select what data should be displayed 6.
    3. Apply filters 7.
    4. Select the values to be displayed on the widget by enabling/disabling the toggle buttons under Design field 8.
    5. Set a title for the widget 9.

  6. After you set all data preferences, you can save your changes by clicking the Save button 10 on the panel above the widget.

    AddingWidget__CustomPop-up.png

After you add all the required widgets to the board, you can rearrange them by dragging and dropping these widgets within one analytics board.

Note

You can add up to 20 fields/measures in the Rows/Values panel of a Pivot table.

How to Add Static Text to an Analytics Board

  1. Open a board to which you want to add text.
  2. Click the Edit button 1 in the upper right-hand corner of the workspace.
  3. Click the T button 2 that appears on the panel above the board.
  4. Add text to the board using rich text editor 3.

  5. After you’re finished, save your changes by clicking the Save button 4 on the panel above the board.

    AddingWidget_AddTextEditor.png

FAQ

Can I add an image to my report?

Yes. Copy an image to your clipboard and paste it into a Text widget.

What's Next?

Top

Related articles