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Editing a Custom Report

Personalize your custom reports to better reflect your team's reporting needs

Chaim Davies avatar
Written by Chaim Davies
Updated over a week ago

Overview

Once you've created a custom report, you can still edit the report at any time to add more data visualizations, rearrange the layout, and add custom text and images. Whether you're updating existing reports or creating new ones, Triple Whale makes it easy to get the information you need.

Edit Layout

To alter the layout of your report, click Edit Report and select Edit Layout. Resize individual tables and optimize the arrangement to your desired configuration. When complete, click Done Editing.

Add Data Visualizations

Need a new table or set of metrics? Select Add Data Visualization from the Edit Report menu, and use one of the available methods to add metrics to the report.

Add Text & Images

Bring a personal dimension to your reporting by adding images and text to your custom report. Simply click Edit Report, then Add Text or Add Image. A new widget will be created in the report where you can upload an image or add custom text, respectively.

Edit Individual Widgets

To make alterations to a specific widget within the report, simply click the button and select Edit Section. You can reorganize or hide columns, change the format of numerics, and add conditional styling to aspects of the visualization.

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