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Working With Widgets on Analytics Boards

Overview

In Advanced Reporting and BI you can edit created widgets, download them as files, and duplicate them within one analytics board.

Edit a widget

  1. Open the board where the needed widget is located.

  2. Click Edit in the upper right-hand corner of the analytics board.

  3. Hover over the widget that you want to edit.

  4. Click the pencil icon that appears in the right corner of the widget.

  5. A window will open, where you can edit the selected widget.

  6. 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.

Add a description to a widget

  1. Open the board where the needed widget is located.

  2. Click Edit in the upper right-hand corner of the analytics board.

  3. Hover over the widget.

  4. Click the I icon that appears in the right corner of the widget.

  5. Click Add description.

  6. Enter the description for this widget.

  7. Click the green checkmark to save changes.

Download a widget

  1. Open the board where the needed widget is located.

  2. Click Edit in the upper right-hand corner of the analytics board.

  3. Hover over the widget which you want to download.

  4. Click the three-dot menu button which appears in the right corner of the widget.

  5. Hover over Download.

  6. Select the format in which you want to download a widget:

    1. Image

    2. CSV file

  7. Click Save in the pop-up that opens.

Note

Project/task status labels and colors might be distorted when exporting to PDF. We recommend setting the colors manually for each status in widget settings.

Duplicate a widget

  1. Open the board where the needed widget is located.

  2. Click Edit in the upper right-hand corner of the analytics board.

  3. Hover over the widget that you want to duplicate.

  4. Click the three-dot menu button that appears in the right corner of the widget.

  5. 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.

Delete a widget

  1. Open the board where the needed widget is located.

  2. Click Edit in the upper right-hand corner of the analytics board.

  3. Hover over the widget that you want to delete.

  4. Click the three-dot menu button that appears in the right corner of the widget.

  5. Select Delete.

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