Personalizing Visuals

Reports that allow personalization let consumers change visual types and choose the data to be viewed.

The report power user must have enabled the Personalize option for the report.
If personalization is available and you want to use it, you should have a solid understanding of the data collected by your agency.
  1. Select the visual and then Personalize this visual.
    Personalize options appear.
    A visual with the Personalize this visual option circled in red, and the Personalize menu circled in red.
  2. Update available options as desired.
    Additional options are available depending on the selected visualization type.
    • Visualization type. Change the illustration type used in the visual.
      The Personalize menu with Visualization type and visualization type options circled in red.
    • Axis. Define the fields that should be included in axis value(s).(Not all visual types have an axis.)
      The Personalize menu with Axis circled in red. The axis data is also circled in red.
    • Legend. Select a field to use as a legend for the visual. For example, Year.
      The visual's legend circled in red.
    • Values. Define the fields that should be used when determining axis value(s).
      The Personalize menu with Values circled in red.
    • Tooltips. Add new fields to the tooltip that appears when you hover on data points.
      The tooltip for the 2019 March data point circled in red.
  3. To create a snapshot of your personalized visuals, add a bookmark.
    1. Select Bookmarks > Add a personal bookmark.
    2. Enter a name for the bookmark.
    3. Select whether to use it as the default view for the report.
    4. Select Save.
    5. Select More options (…) > Show more bookmarks to see the Bookmarks pane.
    6. Select More options (…) on a bookmark to Update, Make default, Rename, or Delete it.
  4. To reset the page and its visuals to the default view, select Reset to default.
    The application toolbar showing the Reset to default option circled in red.