Step 4 of 10 in See the business view: reports, pricing and margin
Arrange your board
Switch on Customise mode on Reports and Insights to drag and resize widgets, then save or cancel the new layout.
Under review. This page is published while we check it against the live app, so some details may have changed.
Customise mode lets you move and resize the widgets on your Reports and Insights board. Nothing is saved until you confirm, and Cancel puts every widget back where it was.
Reports and Insights
Click "Customise"
Click the Customise button at the top right of the board. The button is unavailable while the view has no widgets.
Look for the bar
A bar appears at the top of the page reading Customising layout. Each widget gets a dashed outline and a drag handle. The button at the top of the page now reads Customising….
Drag and resize
Drag a widget by its header to move it, and resize it from its edge. Widgets stay exactly where you drop them, including any gaps, and they do not push each other around.
Note
Filter, size, visualisation, Remove and Add widget also work outside Customise mode and are saved immediately. Inside it, size, visualisation, Remove and Add widget join the draft, so Cancel undoes them with the layout. Filter changes are saved immediately and are not undone by Cancel.
Save or cancel
Once you move something, the bar reads Unsaved changes. Click Save changes to keep the layout, or Cancel to discard it. If you changed nothing, the button reads Done.
You should now see your widgets in their new places, and the layout is still there the next time you open the page.
Important
You cannot switch, create, duplicate or delete views while you are customising. Save or cancel first.