Report Layout and Widgets
Report layout controls how report results are presented. You can use the default report layout or enable the advanced layout designer for a more customized report view.
Default Layout
The default layout is useful when you want a quick report with standard charts, values, tables, and summaries. It works well for most simple reports and is the best starting point while you are validating report data.
Advanced Layout Designer
The advanced layout designer lets you build a custom report screen with draggable widgets. It is useful when a report needs a dashboard-like layout, client-facing presentation, or a more detailed analytical view.
Advanced layout options include:
- Layout templates
- Text and background colors
- Chart grid color
- Legend and scale font settings
- Grid line style and thickness
- Widget placement, resizing, cloning, and removal
Layout Templates
The report designer includes templates such as:
- Custom
- Light Minimal
- Dark Pro
- Corporate Blue
- Earthy Neutral
- High Contrast
- Neo Tech
Templates are a starting point. You can adjust widgets and styles after applying a template.
Available Widgets
Advanced layouts can include several widget types:
| Widget | Use for |
|---|---|
| Section | Text or section content inside the report |
| Image | Supporting visual content |
| Date Range | Showing the report period |
| Chart | Time-based report item charts |
| Real-time | Recent activity views |
| Gauge | Progress-style metric display |
| Target | Comparing a value against a target |
| Map | Geographic report visualization |
| Data Table | Detailed report values |
| Data Value | A focused single value |
| Sources Distribution | Contribution by record source |
| Conversion Paths | Source path analysis |
| Breakdown | Custom data breakdowns from records |
| Contribution Mix | Mixed contribution comparison |
| Mix | Combined source or value views |
When to Use Advanced Layouts
Use advanced layouts when:
- The report will be reviewed often
- A client or team needs a polished view
- Several report widgets should be shown together
- You want to highlight targets, breakdowns, maps, or key values
- The default layout is too linear for the story you want to tell