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Configuring report widgets (filters, chart config, colours)

Reports & ChartsFor adminsVerified 22 Sep 20261 min

Opening the config drawer

Select a widget and open its configuration drawer to adjust its settings.

Filters

Set data filters using the available filter builder to control exactly what the widget shows.

Chart config & colours

Choose the chart type and adjust colour overrides so the widget matches how you want the report to look.

Walkthrough video

Every step above, performed once in a demo organisation.

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