Adding Widgets to a Report

Select ‘Clients’ from the menu on the left hand side of the page and then 'view/edit' your chosen Client

Within each Client, the Reports tab lists all the Reports created:

 In the 'Actions' column, click the pencil icon to open the Report of your choice in edit mode.

Next select 'Add Widget':

All available widgets for the Integrations linked to the Client will be listed for selection, confirming the choice by clicking 'Add'

Note - Widgets that are already added to the Report are highlighted on the list

Once widgets are saved to the Report, change their position, add notes or goals by editing Report widgets