Widgets are the building blocks for each of your reports. Each widget can be edited, renamed, or deleted. When you edit a widget, you can update or change the data displayed.
All widgets on your report use the report-level filters, so if you add a date range to your report, all widgets are updated accordingly.
Each widget can be moved across the report or expanded. Simply click and drag the edge of a widget to make it wider or taller. Within table widgets, you can also expand the columns.
Add a widget
- Choose the report that where you want to add a widget.
- On the Report actions menu in the upper right corner of the report, click Add widget.
- Choose the type of widget you want to use. For example, if you want to compare click rates for an email, you might want a chart widget to do a bar graph for comparison.
- After you choose your widget, it's time to customize your data. Choose any option to make sure it includes all the information you want.
- Save and the widget is added to your report and all of the views associated with that report.
Customize your widget
- Select the report with the widget that you want to customize.
- In the widget, click the three-dot menu and Edit widget. The configuration pane opens.
- If you're using a chart widget you will have Primary and Secondary dimensions. The primary dimension controls the category axis, or x-axis.
- In the Select primary dimension window, select a dimension and click Apply.
- In the Select metrics window, select the Metrics and click Apply. If you're using a chart widget, metrics control the y-axis.
- Optionally, to add a secondary dimension, click the pencil icon next to Secondary dimension. Select the secondary dimension to apply to the widget and click Apply.
- You can select a different type of chart to represent the data in the widget, including line chart, bar chart, stacked bar chart, combination chart, and table.
- Click Preview changes to preview the updated widget.
- Click Save to update the widget in all filter sets of your reports.
Secondary dimensions in widgets
Dive deeper into your data by adding a secondary dimension to any chart widget. For example, you can have a widget that gives you Gross clicks (unique) for an email. You can add multiple audiences as a secondary dimension to view all the audiences in a single chart for comparison. You can add a single secondary dimension or multiple secondary dimensions to compare the data most relevant to you.
Use case: Send-time optimization
As a marketer, your job revolves around understanding your customer, and meeting the needs of the customer in the time they need it. You need to understand when your users are most likely to see and respond to your marketing, instead of completely ignoring it. Using Performance Insights, you can truly understand your customers' habits to make sure that they are getting the information they need when they need it.
- You begin by adding a new graph widget.
- For the Primary dimension, you add Hour.
- For the Metrics, you add Sent.
- For the Secondary dimension, you add Opens (unique).
The resulting graph gives you how many emails were sent and opened by the hour, so you can tailor your future email sends to those times when a customer is most likely to attend.