Once you’ve created your first report or dashboard, the next step is to customize it and understand how your data is being displayed. This helps you turn raw numbers into meaningful insights.
This guide explains how to work with widgets, filters, and settings so your reports reflect exactly what you want to see.
By the end of this article, you will know how to:
Edit and customize widgets
Use filters to control data
Adjust date ranges and views
Understand why numbers change when settings change
Understanding Widgets
Widgets are the building blocks of reports, dashboards, and documents. Each widget shows a specific metric, chart, or table.
What you can do with widgets:
Choose different metrics and dimensions
Rename widget titles for clarity
Resize or reposition widgets within a page
Customizing widgets helps highlight the most important insights for your audience.
Using Filters to Control Data
Filters determine what data is included in your reports.
Filters can be applied at different levels, depending on your setup:
Widget-level filters affect only one widget
Global filters apply across the entire report or dashboard
Using the right filters ensures your data stays relevant and consistent.
Working with Date Ranges
Date ranges play a key role in how performance data is calculated.
You can:
Select preset ranges such as last 7 days or last month
Use custom date ranges
Compare data across time periods
Changing the date range may update metrics instantly, so always double-check the selected range when reviewing results.
Understanding Data Changes
If numbers look different than expected, it is usually due to one of the following:
A filter has been applied
The date range was changed
A different account or campaign is selected
Reviewing filters and settings is the quickest way to identify why data has changed.
What’s Next?
Once your data is customised and understood, you can move on to sharing and automation.
Continue with:
Share, Export & Automate Reports
Setting Up Scheduled Emails
Managing Client Access
Customising your data correctly ensures your reports tell the right story.