# Customise a widget

> Filter a widget by season, collection, category or supplier, switch its visualisation or size, open the records behind a number and remove it.

Source: https://docs.vestislabs.com/reports/customise-a-widget/

Every widget on **Reports and Insights** has its own filter and its own options menu. There is no board-wide filter bar, so the same report can sit on your board twice, once for each season. Changes on this page are saved straight away, even when you are not in **Customise** mode.

**Where to find it:** Reports and Insights

## Filter a widget

1. **Click the filter icon**
   Click the funnel icon in the widget header, labelled **Filter this widget**. A dot appears on the icon whenever the widget is narrowed.

   

2. **Set a creation window**
   Use the date range field at the top of the popover to count only records created in that window. It is named after what the widget counts: **Styles created**, **Samples created** or **Orders created**.

3. **Select values**
   In **Season**, **Collection**, **Category** and **Supplier**, select one or more values. Values inside one field are combined with *or*, and the fields are combined with *and*. Leave a field empty to include everything (*All seasons*, *All collections* and so on).

   > [!NOTE]
   > Not every widget offers every filter. For example **Styles by Category** has no **Category** field, and **Production Running Late** has no **Season** or **Collection** field. On sample widgets, **Category** lists product categories instead of style categories.

   

4. **Check the caption**
   The line under the widget title now summarises the filter, for example the creation window and the first two selected values followed by a count such as *+2*. Very small widgets hide this line.

To undo the filter, open the popover again and click **Reset to default**. The button only appears while the widget is narrowed.

## Open the records behind a number

On widgets that support it, click the **View details** button at the bottom of a number widget, or click a bar, slice or list row on a breakdown, to open a window with the matching records. The window title is the report name followed by the segment you clicked, for example *Styles by status · …*, and the records are paged. Click a record to open it.

## Switch the display

The icons in the widget header change how a widget reads. They appear only where they make sense.

- **Show details / Hide details**: for **Number** widgets, sets each figure against its total, for example "8 of 16" with a percentage. It changes nothing where the report has no total to compare with.
- **Show wholesale / Show retail**: for the pricing widgets, switches between retail and wholesale figures. The widget title changes with it.
- **Show as table / Show chart**: shows the same data as a table. It is not offered for **Number** widgets or for detailed lists.

## Use the widget menu

Click the options icon in the widget header (named after the widget, for example *Average Price options*).

- **Choose styles…**: on the comparison widgets only. See [Compare style colours on a board](https://docs.vestislabs.com/reports/compare-style-colours-on-a-board/).
- **View in Styles**, **View in Sampling** or **View in Production**: opens that page with your widget's filters applied. It is shown only on widgets that have a matching page.
- **Size**: choose from **Small**, **Medium**, **Large**, **Wide**, **Extra large**, **Full width** or **Full width, tall**. Each widget offers only the sizes where it reads well.
- **Visualisation**: choose how the data is drawn, from **Number**, **Donut**, **Bar chart**, **List**, **Progress bars** or **Detailed list**. It is shown only when the widget offers more than one.
- **Remove**: removes the widget from this view.

## Remove a widget

1. **Click "Remove"**
   Open the widget menu and click **Remove**.

2. **Confirm**
   In the **Remove widget** dialog, click **Remove**. The dialog reads *Remove "name" from your board? You can add it again from the widget gallery at any time.* Click **Cancel** to keep it.

You should now see the widget gone from the board.

## Troubleshooting

**The widget shows a lock and “You don't have access to this report.”** Your account no longer has the permission this report needs. Ask your Brand Admin.

**The widget shows “Couldn't load this widget.”** Click **Try again**.

**A filter value shows “Unavailable”.** The value was deleted or belongs to another brand. Remove it from the filter.

## Related

- [Arrange your board](https://docs.vestislabs.com/reports/arrange-your-board/)
- [Reports widget catalogue](https://docs.vestislabs.com/reports/reports-widget-catalogue/)