Introduction to Widgets in Reports

An introduction to widgets in reports and their general settings.

Last updated: June 18, 2021

Forget about unattractive reports and long tables that are difficult to read. May it be a column chart, waterfall chart, simple table, or other, Plecto now allows you to visualize your data in reports with highly customizable widgets. 🎉

What are widgets in reports?

Up until now, Plecto allowed building reports using customizable tables. We are now introducing widgets as a new form of displaying KPIs on reports.

Pie chart_Widget_Donut.png

An example of a pie chart displaying the number of deals by stage over the Year to Date (YTD) time period.

You can choose to build reports in Plecto using 8 different widgets. Each widget is highly customizable to allow you to extract all the necessary information relevant to your organization and display your KPIs in a clear way. These are the available widgets in reports:

Widgets use the same formulas and data as your dashboards which makes them easy to set up, and they will be automatically updated whenever your data changes.

Be aware: Reports can be created and configured by users with admin access to Plecto. In addition, you need to be subscribed to Plecto’s Large or Enterprise plan to use reports. Go to our Pricing page to learn more.

General settings

Some widgets have a more extended list of settings, but all widgets share the same general settings.

  • Widget type

There are eight different widgets in reports. Plecto allows you to switch between and change the widget type even after you have added it to the report. This allows you to adjust the visual representation of your KPIs without having to create new widgets and select all the settings again.

Choose Widget Type.png

An example of the available widgets. From the left: column, bar, line, combo, area, pie, waterfall, and table widget.

  • Time period

Choose to look at data from the current month, previous 3 years, all-time, between two custom dates, or other. You can select a different time period for each widget on the report. The time period picker also displays a date preview so that you always get a clear overview of what time period is shown on the widget.

Time Period Picker Reports.png

An example of the time period picker for reports in Plecto.

In addition, you can compare data to a previous time period. Read the “Compare to” section below.

  • KPIs and Data

Add KPIs (formulas) to your widgets under the setting section called “KPIs.” Each widget allows you to add up to 20 KPIs. You can also choose to drill down your metrics by specific parameters, based on the fields available in your data source that the formulas are built on. For example, if you display the number of all sales deals on a pie chart, you can drill the data down by status to see how many deals are lost or won.

Read more: Find the help articles on widgets in reports here to learn in-depth about the possible KPI configurations of each widget.

  • Group by

Group your data by Time or by KPIs. All widgets support grouping data by time. Some widgets allow you to choose between grouping by Time or KPIs, namely, Column, Bar, Area, Pie, and Waterfall widgets.

The difference is that grouping data by time will display all selected KPIs on a timely basis. For example, if you have selected a time period that displays data from the previous 3 months, the widget will show separate KPI columns for each month. This grouping option gives an overview of your KPIs over time.

Group by Time.png

An example of data grouped by time on a column chart.

If you select to group data by KPIs, the widget will display only one column per KPI. The column will then show accumulated data for the selected time period, in this case for the previous 3 months.

Group by KPIs.png

An example of data grouped by KPIs on a column chart.

  • Compare to

You can choose to compare your KPIs to other time periods or, in some cases, a target KPI. All widgets support comparing data to another time period.

Waterfall chart and Table widget allow comparing data to a target KPI. Select “Compare to > Target KPI” for the waterfall chart or add targets to individual KPIs on the table widget.

  • Filter data by

You can decide how to filter the data. If you want to see all data, select “Filter data by > All.” If you want to see data from specific teams or employees, select either the “Teams” or “Employees” option and add the teams or employees from the list. These filtering options are common for all widgets.

Read more: Find articles on each widget here to learn about the individual widget settings and possibilities.

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