Overview
The GUIDEreports Widget Library gives you the building blocks for creating reports around the questions your team needs to answer.
Widgets range from high-level metric cards to charts and detailed tables. You can combine them to monitor project health, investigate delivery risk, understand customer engagement, review team effort, analyze CSAT, and identify recurring patterns across your onboarding or Professional Services work.
Use this reference to understand what each widget measures before adding it to a custom GUIDEreport.
Choose the right kind of widget
The library includes three main widget types:
Widget type | Best for |
Metric Card | Answering a focused question with a single number, such as total active projects, overdue tasks, or average CSAT. |
Chart | Comparing categories or identifying patterns over time, such as projects by status, hours by person, or CSAT trends. |
Table | Investigating the records behind a metric, such as individual projects, tasks, survey responses, or time-entry groupings. |
A useful reporting workflow is:
Metric card → chart → table
Start with a metric card to find a signal, use a chart to understand where that signal is concentrated, then use a table when you need record-level context.
Important: Widgets can have their own built-in status, date, responsibility, or other conditions. Two widgets with similar names may not use exactly the same scope. The definitions below describe the conditions built into each widget before any additional report filters are applied.
Report-level filters then narrow the data available to those widgets.
For more about filtering and investigating report results, see Use GUIDEreports: Filters, drilldowns, sorting, and navigation.
Project management and forecasting widgets
Use these widgets to understand project volume, status, timing, risk, and expected completion.
Understand overall project volume
Widget | What it shows |
Projects Created | Total number of projects created. There is no built-in date or project-status restriction. |
Projects Created (12m) | Number of projects created during the last 12 months. |
Projects Created By Month (12m) | Number of projects created each month during the last 12 months. Use it to identify changes in incoming project volume over time. |
Projects Started This Year | Number of projects whose Start Date falls within the current calendar year. |
Projects Started By Month Break By Status Last 12 Months | Projects started each month during the last 12 months, broken down by project status. |
Projects by Status | Distribution of all projects by project status. |
Active Projects by Status | Distribution of projects by status after excluding Cancelled, Pending, and Done projects. |
Total Active Projects | Total number of projects that are not Done, Pending, or Cancelled. On Hold projects are included. |
Completed Projects | Number of projects whose status category is Done. |
Projects Completed (12m) | Number of projects completed during the last 12 months. |
Projects Completed By Month (12m) | Number of Done projects by completion month over the last 12 months. |
Projects Completed Details (12m) | Detailed project records for projects completed during the last 12 months, including project, customer, project manager, status, tags, dates, duration, and phase information. |
Use project-volume widgets together
A delivery leader could use Projects Created (12m) to understand incoming project volume and compare it with Projects Completed (12m) to understand how much work reached completion during the same broad period.
For a month-by-month comparison, use Projects Created By Month (12m) alongside Projects Completed By Month (12m).
Monitor project status and overdue work
Widget | What it shows | When to use it |
Late Projects | Projects whose current status category is Late. | Understand how many projects are currently represented by the Late project status. |
Active Projects Overdue | Overdue projects excluding Done, Pending, and Cancelled projects. | Focus specifically on overdue work that remains part of the active delivery portfolio. |
Overdue Projects | Projects marked as overdue, without an additional built-in project-status exclusion. | Review overdue projects more broadly. |
Projects with Last Activity > 7d | Projects that are not Cancelled, Pending, or Done and whose project Updated At date is older than the last seven-day window. | Find active projects that may warrant a closer look because the project record has not been updated recently. |
Active Projects by RAG Status | Active projects grouped by their available RAG status. Done, Pending, and Cancelled projects are excluded. | Understand how project-health indicators are distributed across the active portfolio. |
Understand project timing
Widget | What it shows |
Projects Due This Month | Projects whose due date falls within the current month while excluding completed or cancelled projects. |
Avg Project Duration | Average project duration in days for projects with a Done status. |
Avg Project Duration (12m) | Average duration of projects completed during the last 12 months. |
Avg Project Duration By Month (12m) | Average project duration by completion month during the last 12 months. |
Use Avg Project Duration as a historical delivery benchmark rather than a measure of currently active projects.
The monthly version can help you determine whether completed implementations are generally taking more or less time over successive months.
Monitor forecasted delivery
Forecasting widgets help you identify where expected project timing differs from the original plan.
Widget | What it shows |
Forecasted Variance | Average forecasted schedule variance in days for projects that are not Done or Cancelled and have forecasted duration data available. |
Projects Forecasted Late | Projects identified as forecasted late, excluding Done, Cancelled, and Pending projects. |
Projects Forecasted Late (At Risk) | Detailed projects forecasted to finish late, with information such as project, project manager, phase, milestone, status, due date, forecasted end date, forecasted variance, and cash value. |
Projects Ahead of Schedule | Projects forecasted ahead of schedule, excluding Done, Cancelled, and Pending projects. |
Projects Ahead of Schedule (This Month) | Projects forecasted ahead of schedule whose forecasted end date falls within the current month. Cancelled, Pending, and Done projects are excluded. |
Projects Ending Soon (Forecasted in the Next Week) | Projects whose Forecasted End Date falls within the next seven days. Cancelled, Pending, and Done projects are excluded. |
Projects Forecasted To Finish In The Quarter By Week Break By Status | Projects forecasted to finish during the current quarter, grouped by forecasted completion week and broken down by project status. Cancelled, Pending, and Done projects are excluded. |
Forecasted late vs. currently late
These widgets answer different questions:
Late Projects asks:
Which projects are already late?
Projects Forecasted Late asks:
Which ongoing projects are expected to finish late?
Using both helps you distinguish today's problems from upcoming delivery risk.
Identify projects with concentrated task risk
#10 Projects with Most Stuck Tasks
Shows the 10 projects with the highest number of tasks currently marked Stuck.
Projects that are Done, Pending, or Cancelled are excluded.
The table also provides context such as:
Project status
Due date
Forecasted end date
Customer
Use it to identify projects where blocked work is most concentrated.
Task management widgets
Task widgets help you understand workload, ownership, blocked work, overdue work, and upcoming commitments.
Understand overall task volume
Widget | What it shows |
Total Tasks | All tasks. There is no built-in task-status or project-status restriction. |
Active Tasks | Tasks that are not Done or Not Applicable and belong to qualifying active projects. |
Completed Tasks | Tasks marked Done or Not Applicable in qualifying projects. |
Stuck Tasks | Tasks currently marked Stuck in qualifying active projects. |
Note: Because Completed Tasks includes Not Applicable, it represents work that was completed or is no longer required.
Review this week's workload
Widget | What it shows |
Customer Tasks Due This Week | Incomplete tasks with Customer responsibility whose due dates fall within the current workweek. Cancelled, Pending, and Done projects are excluded. |
Internal Tasks Due This Week | Current-week due tasks with Internal responsibility. |
Internal Tasks Completed This Week | Internal tasks that moved into the widget's completed state during the current week. |
External Tasks Completed This Week | Externally owned tasks that moved into the widget's completed state during the current week. |
Use the due-this-week widgets when preparing for immediate delivery conversations.
They help separate:
What needs to happen next?
from:
What moved forward this week?
Understand overdue work
For overdue-task widgets, overdue work is based on task timing and excludes tasks that have reached the applicable completed or not-applicable state.
Widget | What it shows |
Overdue Tasks | Overdue tasks in projects that are not Done, Pending, or Cancelled. |
Overdue Internal Tasks | Overdue tasks with Internal responsibility. |
Overdue Customer Tasks | Overdue customer-owned work. |
Assigned Customer Tasks Overdue | Overdue customer-responsibility tasks that already have an assignee. Done, Pending, and Cancelled projects are excluded. |
Overdue Tasks by Project | Overdue tasks grouped by project and task status. This widget excludes Cancelled, Pending, Done, and On Hold projects. |
Customer Overdue Tasks by Project | Overdue customer-owned tasks grouped by project and task status. Cancelled, Pending, and Done projects are excluded. |
The metric cards answer:
How much overdue work exists?
The project charts answer:
Where is that overdue work concentrated?
Find ownership gaps
Widget | What it shows |
Unassigned Tasks | Incomplete tasks without an assignee in projects that are not Done, Pending, or Cancelled. |
Unassigned Tasks by Responsibility | Unassigned, incomplete tasks grouped by task responsibility. |
Unassigned Tasks By Project | Unassigned, incomplete tasks grouped by project and task status. This widget excludes Cancelled, Pending, Done, and On Hold projects. |
Use these widgets to determine whether missing ownership is concentrated in:
Particular projects
Internal work
Customer work
Partner work
Customer task and engagement widgets
These widgets focus specifically on customer-owned work and customer participation.
Understand customer task workload
Widget | What it shows |
Total Customer Tasks | All tasks with Customer responsibility. There is no additional built-in task-status or project-status restriction. |
Active Customer Tasks | Customer-responsibility tasks that are not Done or Not Applicable in projects that are not Pending, Cancelled, or Done. |
Completed Customer Tasks | Customer-responsibility tasks marked Done or Not Applicable in projects that are not Pending, Done, or Cancelled. |
Stuck Customer Tasks | Customer-responsibility tasks marked Stuck in projects that are not Pending, Cancelled, or Done. |
Unassigned Customer Tasks | Incomplete customer-responsibility tasks with no assignee in projects that are not Done, Pending, or Cancelled. |
Compare customer task status
Widget | What it shows |
Customer Tasks by Status | Customer-responsibility tasks grouped by task status for projects that are not Cancelled, Pending, or Done. |
Customer Tasks In Active Projects By Status | Customer-owned tasks grouped by status for projects that are not Done, Pending, or Cancelled. |
Customer Task Status Distribution From Active Projects By Customer | Customer-responsibility tasks broken down by customer and task status. Done, Pending, and Cancelled projects are excluded. |
Status charts give you more context than a single Active, Stuck, or Completed count.
For example, instead of only learning that a customer has 18 active tasks, you can see whether most of those tasks are:
Not Started
In Progress
Stuck
Another applicable task status
Investigate customer tasks
Customer Tasks Details
Shows customer-responsibility tasks in qualifying projects, sorted by task due date.
The table includes information such as:
Project
Task
Assignee
Due date
Status
Use it when you need to move from customer-task metrics to the specific work behind them.
Customer Users with the most Stuck Tasks
Shows customer users with the highest number of assigned Stuck tasks.
The widget focuses on:
Customer-responsibility tasks
Tasks with an assignee
Customer-role users
Projects that are not Done, Pending, or Cancelled
Use it to identify individual customer users with concentrated blocked work who may benefit from targeted follow-up.
Understand customer participation
Widget | What it shows |
Customers | Total number of customers. |
Customers With Active Projects | Customers associated with projects that are not Cancelled, Pending, or Done. |
Avg Customers Invited to Projects | Average number of customer team members associated with qualifying projects. |
Avg. Customers Invited (12m) | Average number of external project members added during the last 12 months for qualifying projects. |
Avg. Customers Invited by Month (12m) | Average number of external project members added each month during the last 12 months. |
Use the monthly trend to determine whether customer participation is changing over time.
For example, an onboarding leader could use it to investigate whether newer implementations generally involve a broader customer team than projects started earlier in the year.
Understand customer messaging activity
Widget | What it shows |
Messages Authored by Customer | Total number of customer-authored or external messages. |
Public Messages Created (12m) | Public or external messages created during the last 12 months. |
Public Messages Created by Month (12m) | Public or external messages by month during the last 12 months. |
Use the monthly view when you care about the direction of customer messaging activity, rather than only the total number of messages.
CSAT widgets
CSAT widgets help you evaluate customer satisfaction, feedback participation, survey coverage, comments, and trends.
Keep these concepts separate:
CSAT percentage
Average rating score
Surveys sent
Responses received
Response rate
They answer different questions and should not be interpreted as interchangeable metrics.
Understand overall satisfaction
Widget | What it shows |
Overall CSAT | High-level CSAT view based on customer survey results. |
Overall Project CSAT | CSAT percentage for project-level CSAT surveys. |
Overall Milestone CSAT | CSAT percentage for milestone-level CSAT surveys. |
Use the project and milestone versions when you need to separate satisfaction with overall project delivery from satisfaction at specific implementation stages.
Track satisfaction trends
Widget | What it shows |
CSAT Trend (30d) | Average CSAT rating score by response day during the last 30 days. |
Overall CSAT Avg Rating Score Trend (12m) | Average CSAT rating score by response month during the last 12 months. |
Project CSAT Avg Rating Score Trend (12m) | Average rating score for project-level surveys by response month over the last 12 months. |
Milestone CSAT Avg Rating Score Trend (12m) | Average rating score for milestone-level surveys by response month over the last 12 months. |
Use trend widgets when the direction of satisfaction matters more than one lifetime value.
Compare satisfaction across projects and milestones
Widget | What it shows |
CSAT by Project | Project-level CSAT percentage by project, ordered from lower CSAT results upward. |
CSAT by Milestone | Milestone-level CSAT percentage by milestone, ordered from lower CSAT results upward. |
Use these widgets to identify projects or implementation stages where satisfaction may warrant additional review.
Understand survey participation
Widget | What it shows |
CSAT Responses | Number of CSAT surveys with a recorded response. |
Project CSAT Surveys Sent | Number of project-level CSAT surveys sent. |
Project CSAT Responses Received | Responded project-level CSAT surveys. |
Project CSAT Response Rate | Response rate for project-level CSAT surveys. |
Responded CSAT Survey Projects Count | Number of projects associated with responded project-level surveys. |
Milestone CSAT Surveys Sent | Number of milestone-level CSAT surveys sent. |
Milestone CSAT Responses Received | Responded milestone-level CSAT surveys. |
Milestone CSAT Response Rate | Response rate for milestone-level CSAT surveys. |
Responded CSAT Survey Milestones Count | Number of milestones associated with responded milestone-level surveys. |
Together, these metrics help you separate:
How much feedback did we request?
from:
How much feedback did customers actually provide?
Investigate individual CSAT responses
Widget | What it shows |
Responded CSAT Surveys Details | Completed CSAT responses across applicable survey levels, ordered by most recent response. Includes CSAT level, rating, project, milestone when applicable, customer, sent date, response date, and comment. |
Project CSAT Responses | Completed project-level responses with rating score and label, project, customer, recipient, dates, and comment. |
Milestone CSAT Responses | Completed milestone-level responses with rating score and label, project, milestone, customer, recipient, and dates. |
CSAT Comments | Comment-focused view containing rating, project, customer, comment, and response date. |
Use these tables when a score or trend tells you that satisfaction changed and you need the underlying feedback to understand why.
Time tracking widgets
Time widgets help you understand where tracked effort is being spent.
A key distinction is where time was entered:
Project time is logged directly to a project.
Task time is logged to an individual task.
Some broader widgets use the combined time-entry reporting model.
Choose the widget that matches the level of effort you want to analyze.
Understand overall tracked time
Widget | What it shows |
Total Hours Worked | Total tracked time. |
Total Billable Hours | Total tracked time recorded as billable. |
Total Non-Billable Hours | Total tracked time recorded as non-billable. |
Avg Hours Worked | Average amount of time recorded per time entry. |
Logged Hours This Week | Task-level time with a Date Worked during the current week. |
Hours Worked By Day (Last 15d) | Total tracked time by day during the last 15 days, including zero-hour days in the displayed period. |
Total Hours Worked Over Time (12m) | Total tracked time by month based on Date Worked during the last 12 months. |
Compare effort across projects and people
Widget | What it shows |
Total Hours Worked By Project | Projects ranked by total tracked time. |
Hours Worked by Project | Projects ranked by time logged directly to projects. |
Total Hours Worked By Person (12m) | Total tracked time by team member during the last 12 months based on Date Worked. |
Project Hours by Person | People ranked by time logged directly to projects. |
Project Hours by Person Detail | Project-level time grouped by project and person. |
Task Hours by Person | Task-level time grouped by person. |
Use person-based widgets to understand how effort is distributed across the team instead of treating logged time only as a project total.
Understand project-level time
Widget | What it shows |
Project Hours Logged | Total time logged directly to projects. |
Project Hours Over Time | Project-level time grouped by Date Worked and day. |
Project Hours by Project Detail | Project-level table of time totals by project. |
Project Hours by Category | Project-level time grouped by time-entry category and ranked by total time. |
Project Hours by Category Detail | Time by category with total time worked and average time worked. |
Category views can help you understand what types of work are consuming project-level effort.
Understand task-level time
Widget | What it shows |
Task Hours Logged | Total time entered against tasks. |
Task Hours Over Time | Task-level time by Date Worked, grouped by day. |
Task Hours by Task | Task-level time grouped by project and task. |
Hours Worked by Task | Project/task combinations with their task-level time totals. |
Use these widgets when you need to understand which individual pieces of work consume the most effort.
Analyze time by category
Widget | What it shows |
Hours by Category | Time-entry categories with total time, average time, task count, and member count. |
Total Hours Worked By Category | Total tracked time grouped by category. |
Use Hours by Category when you want deeper context about how widely work is distributed.
Use Total Hours Worked By Category when you need a simpler visualization of effort distribution.
User management and resource allocation widgets
Use these widgets to understand workspace membership and how team members are represented across projects.
Understand workspace membership
Widget | What it shows |
Total Users | Workspace users excluding Super Admin users. |
Total Internal Users | Workspace users who are not Customer, Partner, or Super Admin users. |
Total Customer Users | Workspace members with the Customer role. |
Total Partner Users | Workspace members with the Partner role. |
Users By Status | Workspace members grouped by user status, excluding Super Admin users. |
Users By License Type | Workspace members grouped by the role represented in the underlying reporting data. |
Workspace Members | Detailed workspace-member table with fields such as name, email, workspace role, allotted capacity, status, invitation acceptance, deactivation, and failed login attempts. |
Use the detail table when summary user counts do not provide enough context.
Understand project team allocation
Widget | What it shows |
Active Team Members | Team members allocated to projects that are not Cancelled, Pending, or Done. |
Total Team Members | Team members represented across projects without limiting the result to active projects. |
Use Active Team Members for questions about current delivery participation.
Use Total Team Members for a broader project-team view.
Identify users with blocked work
Internal Users with Most Stuck Tasks
Ranks up to 20 task assignees by the number of tasks currently marked Stuck.
Projects that are Done, Pending, or Cancelled are excluded.
Use this table as a starting point for understanding where blocked task work is concentrated across assignees.
The widget identifies concentration. It does not determine why a user's tasks are blocked.
Template analysis widgets
Template-analysis widgets help you identify task templates that repeatedly behave differently from their planned timing or become Stuck.
These widgets identify patterns worth investigating. They do not explain why a template behaves that way.
Widget | What it shows | Supporting information |
Top 5 Tasks Completed Early | Five task templates with the highest early-completion rates among qualifying templates. | Average days early, early completions, early rate, average actual duration, scheduled duration, usage count. |
Top 5 Tasks Completed Late | Five task templates with the highest late-completion rates among qualifying templates. | Average days late, late completions, late rate, average actual duration, scheduled duration, usage count. |
Top 5 Tasks Marked Stuck | Five task templates with the highest Stuck rates among templates with at least one Stuck occurrence. | Stuck count, usage count, Stuck rate. |
Use these widgets to find repeatable parts of your onboarding process that may deserve further review.
For example, a task template that repeatedly finishes late might prompt your team to review:
Scheduled duration
Dependencies
Ownership
Instructions
Where that task appears in the overall process
The widget identifies the pattern. Your team determines the cause.
Cash value and budget widgets
These widgets use project Cash Value to help you analyze the financial value associated with projects.
Cash Value is populated according to your workspace configuration. It can be entered by users or populated through automation.
Widget | What it shows |
Total Cash Value | Total cash value for projects with Cash Value greater than zero. |
Average Cash Value | Average cash value for projects with Cash Value greater than zero. Zero-value projects are excluded. |
Revenue by Status | Total project cash value grouped by project status. |
Revenue by Project Manager break by Status | Project cash value grouped by project manager and project status. Projects must have a project manager, project status, and positive cash value to contribute. |
Note: These widgets use the project's Cash Value field. How your organization interprets Cash Value depends on how that field is used in your workspace. Do not automatically interpret it as recognized revenue unless that is how your organization uses the field.
Example: Build a weekly delivery review
The following is an illustrative Professional Services scenario.
A Professional Services leader wants a custom GUIDEreport that helps answer one question:
Where does the portfolio need attention this week?
They begin with metric cards:
Total Active Projects
Projects Forecasted Late
Stuck Tasks
Unassigned Tasks
Overdue Tasks
These provide a quick health check.
Next, they add charts:
Active Projects by RAG Status
Overdue Tasks by Project
Customer Task Status Distribution From Active Projects By Customer
These help the team see where risk is concentrated.
To prepare for near-term commitments, they add:
Internal Tasks Due This Week
Customer Tasks Due This Week
Projects Ending Soon (Forecasted in the Next Week)
Finally, they add detailed tables such as:
Projects Forecasted Late (At Risk)
Customer Tasks Details
Now the report supports a complete investigation:
How much needs attention? → Where is it concentrated? → Which records are involved?
Instead of reviewing every available metric, the dashboard is built around the decisions the team needs to make during the meeting.
Best practices
These are suggested reporting practices rather than product requirements.
Start with a question, not a widget
Decide what you need to understand first.
For example:
Which projects are at risk?
or:
Where is customer work overdue?
Then choose widgets that help answer that question.
Combine summary and investigation widgets
A metric card can tell you how much work needs attention.
A chart can tell you where it is concentrated.
A table can tell you which records are involved.
Strong custom reports often combine all three.
Check built-in scope before comparing numbers
Similar widgets can use different:
Project statuses
Task statuses
Date periods
Responsibilities
Completion rules
Review the widget definition before assuming two metrics represent the same population.
Don't assume “active” always means the same thing
The widget's own query determines which records are included.
Some widgets exclude Done, Pending, and Cancelled projects.
Others may also exclude On Hold.
Always use the definition for the specific widget you are reviewing.
Keep project time and task time separate when it matters
Time entered directly against a project and time entered against a task can answer different operational questions.
Choose the time widget that matches the level of effort you are trying to analyze.
Use trends for direction, not just totals
Monthly project, CSAT, messaging, and time trends can show whether behavior is changing even when the current total appears healthy.
Treat forecasting as an investigation signal
A project forecasted late or ahead of schedule tells you predicted delivery differs from the plan.
Use it as a reason to investigate the underlying project rather than as a conclusion about why delivery changed.
Use template analysis to improve repeatable processes
Repeatedly Stuck, early, or late task templates can point you toward parts of your implementation process that deserve review.
Interpret Cash Value according to your organization's process
Cash Value represents the value stored on the project.
Its business meaning depends on how your organization uses the field.
Frequently asked questions
Why don't two similar widgets always show the same number?
Widgets can have different built-in conditions.
For example, one task widget may exclude On Hold projects while another excludes only Done, Pending, and Cancelled projects.
Date ranges, task responsibilities, and completion rules can also differ.
Check the widget definition before comparing results.
Does “active project” always use the same definition?
No.
The widget's own calculation determines which projects are included.
Many widgets exclude Done, Pending, and Cancelled, while some also exclude On Hold.
Use the specific widget definition rather than assuming “active” always represents exactly the same population.
Are On Hold projects included in Total Active Projects?
Yes.
Total Active Projects excludes Done, Pending, and Cancelled projects.
That means On Hold projects remain included.
Why can a completed-task metric include Not Applicable tasks?
Some task widgets intentionally include both Done and Not Applicable.
A task marked Not Applicable may represent work that was no longer required rather than work that was performed.
Keep that distinction in mind when interpreting completed-task totals.
What is the difference between project hours and task hours?
Project hours are time entries logged directly to a project.
Task hours are time entries logged against individual tasks.
Use project-level widgets when you care about direct project effort and task-level widgets when you need to understand effort associated with specific work.
What is the difference between CSAT percentage and average rating score?
They are different CSAT measures.
Some widgets report a CSAT percentage, while others report the average numerical rating score from responses.
Use the metric identified by the widget rather than treating every CSAT number as the same calculation.
What is the difference between surveys sent, responses received, and response rate?
Surveys Sent measures how many feedback requests were sent.
Responses Received measures surveys with a recorded response.
Response Rate measures participation using the applicable widget's response-rate calculation.
Together, they help separate customer satisfaction from customer participation.
Should I use a metric card, chart, or table?
Use a Metric Card when you need one number.
Use a Chart when you want to compare categories or understand a trend.
Use a Table when you need the records or additional details behind a metric.
Many useful custom reports combine all three.
Do report filters change the widget's calculation?
Report filters narrow the population being analyzed.
The widget's built-in calculation still determines which records from that population qualify.
For example:
Filter: One customer
Widget: Projects Forecasted Late
The widget still counts forecasted-late projects — but only within the data matching your customer filter.
Does every widget have a drilldown?
No.
Hover over the widget.
If your cursor changes to a pointer hand, the widget supports a drilldown.
If it does not, there is no drilldown available for that widget.
Can I change a widget's calculation?
No.
GUIDEreports widgets use predefined calculations.
Choose the widget whose existing calculation best matches the question you need to answer.
What if none of the available widgets answers my question?
First, review the available Standard reports and this library to make sure another existing view does not already answer the question.
If the metric is not represented by an available widget, the custom report builder cannot change an existing widget into a different calculation.
Continue learning about GUIDEreports
GUIDEreports overview — Choose the right reporting experience or Standard report.
Build a custom GUIDEreport — Create a Personal or Workspace report using the widgets in this library.
Use GUIDEreports: Filters, drilldowns, sorting, and navigation — Learn how to investigate reporting data.
GUIDEreports access, report types, and permissions — Understand who can create and manage reports.
GUIDEreports drilldown field reference — Understand the fields available behind report results.