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How to manage Report widgets
How to manage Report widgets

Add, Edit, and Remove Widgets in the Report View of Placker

Gustavo Braga avatar
Written by Gustavo Braga
Updated over 10 months ago

The Report view in Placker provides an overview of your project's progress and key metrics. To customize this view, you can add, edit, and remove widgets. This article will show you how.

Adding Widgets

  1. Open the Report view in Placker.

  2. Click on the "Edit report" button located at the top-right corner of the screen.

  3. Click "Add widget" in the section where you want it to be.

  4. The widget will be added to the Report view, which by default will be the Single Value widget

  5. You can now configure its settings and parameters.

Editing Widgets

  1. Open the Report view in Placker.

  2. Click on the "Edit report" button located at the top-right corner of the screen.

  3. Hover over the widget you want to edit.

  4. Click the three dots icon next to it.

  5. Click on the "Configure" button.

  6. The widget's settings and parameters will be displayed at a panel on the right. Make the desired changes and click away from the panel to close it.

  7. Click "Save changes" at the top right to apply all of them.

Moving widgets

To relocate the widget to another part of your report, you can click the icon at the center top of the widget and drag it to where you want it to be. It's also required to be in the edit mode to do this.

Removing Widgets

When you click the three dots, there will be a "Delete" button to remove it.

It's not possible to retrieve deleted widgets, but you could create a new one with the same settings as a replica.

Information about each widget

Every widget type has its own nuances, so we created an article for each of them in our help center Report section:

Conclusion

By following these steps, you can easily add, edit, and remove widgets in the Report view of Placker. This allows you to tailor the view to your specific project needs and track the metrics that matter most to you.

Remember to regularly update and customize your Report view to ensure you have the most relevant information at your fingertips.

Happy reporting with Placker!

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