Widget Customization

9 min

You can customize the diagram display of each widget directly in the Performance Dashboard to show or hide data series, set time periods, and zoom in on areas. You can also export widgets as an image file, PDF or CSV.

Note

This function is not available for the widget type KPI chart.

To show or hide series in diagrams with several KPIs, click the respective series titles in the right list.

Image: Showing or hiding data series

Quick Customization

Note

This function is only available for widget types KPI chart and Basic chart (time-based).

The KPIs displayed in the widgets KPI chart and Basic chart (time-based) are absolute values and refer to all messages of a client in the selected time period.

To set the time period:

Hover over the widget for which you want to change the time period. A drop-down list appears.

Image: Setting time periods

Select one of the following options:

Last 7 days. Data source are the last seven days.

Last 14 days. Data source are the last 14 days.

Last month. Data source is the last month. Example: On April 17, the period goes back to March 17.

Last year. Data source is the entire last year. Example: On April 17, 2019, the period goes back to April 17, 2018.

Overall. Data source is the entire period recorded in the client.

Custom period. Define a time period.

Note

This function is not available for the widget type KPI chart.

The zoom function lets you zoom in on areas in the widget type Basic chart, and enlarge and display bubbles more precisely in the widget type Bubble chart.

To use the zoom function:

Move the cursor to the start or end point where you want to zoom in.

Hold the left mouse button and move to the left or right to define the area you want to zoom in.

Image: Zooming in

Repeat step 2 to zoom in closer.

Click Reset Zoom to reset the chart to the original setting.

Image: Reset Zoom

Image: Export widget

You can export widgets as an image file, PDF or CSV file. Do the following:

Click the export icon

in the upper right corner of the widget you want to export.

Select one of the following file formats from the drop-down list: PNG, JPEG, SVG, CSV or PDF.

Tip

Exported image files have the double image format of the displayed widget. When you export a CSV file, the data sources shown in the graph are sorted either by date (for time-based graphs) or by recipient number (for mailing-based graphs).

Customization in Edit Mode

In edit mode, you can customize, move, delete or add widgets, or rebuild your Performance Dashboard from scratch. In Performance Dashboard overview, click Edit… to open the edit mode.

The following options are available:

Restore Default. Discard all changes made to the Performance Dashboard and restore the default settings.

Add Widget…. In theWidget Typedrop-down list, select KPI chart, Basic chart (time-based), Basic chart (mailing-based) or Bubble chart. Make the desired settings for the new widget and click Apply. The new widget will insert either below or between the existing widgets, depending on its size and on the space available on the Performance Dashboard.

Cancel. Discard your changes and return to the Performance Dashboard overview.

Apply Apply your changes and return to the Performance Dashboard overview.

Edit,Copy,Delete

. Hover over a widget. The following options are displayed:

Edit

. Open the Edit widget window. See Editing widgets.

Copy

. Open the Copy widget window. Customize the copy (See Editing widgets) and clickApply. The copied widget will insert either below or between the existing widgets, depending on its size and on the space available on the Performance Dashboard.

Delete

. The selected widget is deleted.

Customizing widgets

In edit mode, you can customize widgets and change their position and size:

Change position. Hold the left mouse button and drag a widget to a free space.

Change size. Drag the right side or bottom side of a widget to change the height or width of the widget. The lower right corner lets you adjust the height and width of a widget at the same time.

You can edit either a new, an existing or a copy of a widget.

In edit mode, double-click a widget or hover over a widget and click Edit.

. A window opens with the settings of the respective widget type:KPI chart,Basic chart (time-based),Basic chart (mailing-based)orBubble chart.

Widget Customization