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How to Customize Your Reports Added To Your Dashboards
How to Customize Your Reports Added To Your Dashboards

Change your reports on dashboard based on your needs

Amogh Balikai avatar
Written by Amogh Balikai
Updated over 2 months ago

Alright, you have completely revamped your dashboard and added all your important reports on there. But, now you want to tweak it a little on the go and customize it based on your preference.

Of course, you can do it.

Whether it's rearranging report positions, applying filters, or changing the view, you can tailor your dashboard to show exactly the information you need in a way that works best for you.

In this article, we will pick a single report from our dashboard and show you all the customizability you can do on that. But first...

What Can You Customize in Your Reports on the Dashboard?

Rearrange your reports on the dashboard

To rearrange the reports, all you have to do is click on the report and move it around in your dashboard. You can place it wherever you like and even increase or decrease the size of the report as seen from the GIF below.

Change the period or the view of a report in the dashboard

You can quickly change the time window of a report OR view it in different formats like a line graph, bar graph, tabular, etc. Here's how that works:

Edit a report in the dashboard

To edit the report, click on the vertical three dots option present at the top right corner of a report, and click on 'Edit.'

In the next window, you can rename the report, add/remove/change 'Group by' options and 'filters.'

Here's a GIF showcasing that:


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