Create a Widget

The widget creation process is streamlined so you can build your widget in just three steps.

Required Editions

Available in: Intelligence Reports Advanced
User Permissions Needed
To create, edit, and apply filters Create & Edit
  • Data (mandatory)
  • Filter (optional)
  • Design (optional)
  1. On the page you want to add a widget to, to enter edit mode, click the pencil icon.
  2. To add a widget, click the + icon from the top toolbar.
  3. From the Edit Widget window on the left, select the type of widget you want to create. All widget types are divided into categories. You can search through the category or use the Search option to search for a specific widget.
  4. To view the full list of available widget types, click More Types.
  5. After you select a widget type, add a name. Name your widget so you can use other features later. If you want to use filters, make sure that you use the same names.
  6. To show or hide the widget title, click the eye icon next to the widget name.