{"id":65995,"date":"2026-03-09T11:28:06","date_gmt":"2026-03-09T11:28:06","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=65995"},"modified":"2026-03-10T03:16:29","modified_gmt":"2026-03-10T03:16:29","slug":"widget_options","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/widget_options\/","title":{"rendered":"Widget Options"},"content":{"rendered":"<p>Your Custom Dashboard offers several Widget Options that allow you to easily manage and customize your widgets. Using these options, you can modify settings, apply filters or segments, duplicate widgets, download them, and more. These options can be accessed from the three-dot menu located at the top-right corner of each widget.<\/p>\n<ul class=\"sogo-help-sub-list\">\r\n\t<li><a href=\"#section-1\">Edit<\/a><\/li>\r\n\t<li><a href=\"#section-2\">Filter<\/a><\/li>\r\n\t<li><a href=\"#section-3\">Segment<\/a><\/li>\r\n\t<li><a href=\"#section-4\">Duplicate<\/a><\/li>\r\n\t<li><a href=\"#section-5\">Download<\/a><\/li>\r\n\t<li><a href=\"#section-6\">Fullscreen<\/a><\/li>\r\n<\/ul>\n<h2 id=\"section-1\"><strong>Edit<\/strong><\/h2>\n<p> This option is available for all widget types. When selected, it opens the Widget Settings for the respective widget, allowing you to modify its configuration and update the widget as needed.<\/p>\n<h2 id=\"section-1\"><strong>Filter<\/strong><\/h2>\n<p> This option allows you to apply filters to a specific widget. The filters applied through this option can also be saved and reused for the same widget in the future. <\/p>\n<h2 id=\"section-2\"><strong>Segment<\/strong><\/h2>\n<p> This option allows you to apply segmentation to a specific widget. While saving the segmentation applied using this option, you can choose to apply the same segment settings to all widgets that use the same data source by selecting the <strong>Apply to All<\/strong> option. <\/p>\n<h2 id=\"section-3\"><strong>Duplicate<\/strong><\/h2>\n<p> Use this option to create a duplicate of the widget with the same properties and data. This is useful when you want to create another widget based on the same data while making only minor changes, such as applying different filters.<\/p>\n<h2 id=\"section-4\"><strong>Download<\/strong><\/h2>\n<p> This option allows you to download a specific widget in PDF, PNG, JPEG, or Excel format.<\/p>\n<div class=\"sogo-help-info-box\"> <i class=\"fal fa-info-circle\"><\/i> <\/p>\n<p class=\"sogo-info-text\">When downloading widgets, the following special characters <strong> \u201d \/ , \\ : * | < > @ <\/strong> are automatically removed from the file name. A unique system-generated ID is also added to ensure each file name remains distinct.<\/p>\n<\/p><\/div>\n<h2 id=\"section-5\"><strong>Remove<\/strong><\/h2>\n<p> This option allows you to remove a specific widget from the dashboard. <\/p>\n<h2 id=\"section-6\"><strong>Fullscreen<\/strong><\/h2>\n<p> This option appears next to the three-dot menu when you hover over the widget. It allows you to expand the widget and view it in fullscreen mode for better visibility.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your Custom Dashboard offers several Widget Options that allow you to easily manage and customize your widgets. Using these options, you can modify settings, apply filters or segments, duplicate widgets, download them, and more. These options can be accessed from the three-dot menu located at the top-right corner of each widget. Edit This option is available for all widget types. When selected, it opens the Widget Settings for the respective widget, allowing you to modify its configuration and update the widget as needed. Filter This option allows you to apply filters to a specific widget. The filters applied through this option can also be saved and reused for the same widget in the future. Segment This option allows you to apply segmentation to a specific widget. While saving the segmentation applied using this option, you can choose to apply the same segment settings to all widgets that use the same data source by selecting the Apply to All option. Duplicate Use this option to create a duplicate of the widget with the same properties and data. This is useful when you want to create another widget based on the same data while making only minor changes, such as applying different filters. Download This option allows you to download a specific widget in PDF, PNG, JPEG, or Excel format. When downloading widgets, the following special characters \u201d \/ , \\ : * | < > @ are automatically removed from the file name. A unique system-generated ID is also added to [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"parent":0,"menu_order":48,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[450],"tags":[474,475],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Custom Dashboard Setup Guide - Sogolytics<\/title>\n<meta name=\"description\" content=\"Design a tailored dashboard for seamless analytics. Explore intuitive tools for a functional interface. Build yours now!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/widget_options\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Custom Dashboard Setup Guide - Sogolytics\" \/>\n<meta property=\"og:description\" content=\"Design a tailored dashboard for seamless analytics. Explore intuitive tools for a functional interface. 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