Widgets are the building blocks for each of your reports. You can edit, rename or delete each widget. 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.
You can expand or move each widget across the report. 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 you want to add a widget to.
- 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 an option to make sure it includes all the information you want.
- Click Save to add the widget to your report and all 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 the 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 a 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 their needs in the time they need them. You need to understand when your clients are most likely to see and respond to your marketing, instead of ignoring it. With Performance Insights, you can 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.