Working With Widgets on Analytics Boards
In Advanced Reporting and BI you can edit created widgets, download them as files, and duplicate them within one analytics board.
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Open the board where the needed widget is located.
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Click Edit in the upper right-hand corner of the analytics board.
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Hover over the widget that you want to edit.
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Click the pencil icon that appears in the right corner of the widget.
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A window will open, where you can edit the selected widget.
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After all the changes are made, click Apply to save them.
Tip
You can change the color(s) of your widget in the left-hand panel in widget editing mode. Conditional coloring (different colors depending on value) is supported.
If “Project Status (Color)” or “Task Status (Color)” is displayed in a widget, the selected color will be overridden by the color set in Wrike for a particular status.
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Open the board where the needed widget is located.
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Click Edit in the upper right-hand corner of the analytics board.
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Hover over the widget.
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Click the I icon that appears in the right corner of the widget.
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Click Add description.
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Enter the description for this widget.
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Click the green checkmark to save changes.
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Open the board where the needed widget is located.
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Click Edit in the upper right-hand corner of the analytics board.
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Hover over the widget which you want to download.
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Click the three-dot menu button which appears in the right corner of the widget.
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Hover over Download.
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Select the format in which you want to download a widget:
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Image
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CSV file
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Click Save in the pop-up that opens.
Note
For Pivot type widgets additional export options are available: PDF and Excel. If you see an error while exporting to PDF you can use the Print functionality of your browser to save the widget as PDF.
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Open the board where the needed widget is located.
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Click Edit in the upper right-hand corner of the analytics board.
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Hover over the widget that you want to duplicate.
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Click the three-dot menu button that appears in the right corner of the widget.
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Select Duplicate.
Tip
You can add a title to the widget by putting the cursor to the Add title area of the widget, or you can select the Add title option from the three-dot menu.
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Open the board where the needed widget is located.
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Click Edit in the upper right-hand corner of the analytics board.
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Hover over the widget that you want to delete.
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Click the three-dot menu button that appears in the right corner of the widget.
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Select Delete.