Editing Custom Widgets

Learn how to edit your custom widgets in Insights Reporting with this helpful guide to personalise your data visualisation.

Things to consider✅

Users will need the 'View Insights' permission enabled in the 'User Settings' area to access Insights.

How to Edit a Custom Widget

1) Navigate to the 'My Reports' button on the Insights dropdown.

2) Select the report that contains the custom widget that you want to edit.

3) In the report, click on 'More' and select 'Edit Report'.

4) Click on the ✏️ icon to bring up the Custom Widget builder.

5) Once you have made any changes to the widget, click 'Save' in the top right-hand corner on both the widget and the report. This will then update any changes when you revisit the report.

Recommendation 💡

Take a look at our Custom Widgets guide for examples!