Overview
Widget annotations allow users to add contextual notes directly on widgets within dashboards. This feature helps highlight trends, call out performance changes, or provide explanations for key data points, enhancing the story behind the numbers.
How to Annotate a Widget
1] Navigate to the widget you want to annotate.
2] Click on the More Options button (three dots) in the top-right of the widget.
3] Select Annotate Widget from the dropdown menu.
4] Enter your annotation into the textbox.
5] To target the annotation to a specific client or client group, use the Show for Who? Show When? dropdown menus.
Once saved, the annotation will appear, and a new text box will display if you want to add another. After closing the menu, you will see circles on the selected dates and a paper icon in the top-right corner of the widget. Click either to view the annotation.