In order to add widgets to reports, click Add from the Top Toolbar, and select the desired widget from the menu.

The widget types are as follows:

  • Meter - a gauge component that displays a single value. Meters display data in both Specific mode** and Aggregated mode*. For example, the "Page Views" Meter displays the number of page views for a site and all its sub sites.
  • Chart - a graph component that displays data over time (trends). Charts display data in both "Specific" and "Aggregated" modes. For example, the "Page Views" Chart displays the number of page views for a site home page in the "Specific" series, and the number of page views for a site home page and all its sub sites in the "Aggregated" series.
  • Table - a tabular component that displays a list of data. Tables display data in "Aggregated" mode. Each table row displays data in "Specific" mode. For example, the "Page Views" Table displays a list of items for a site and all its sub sites. The number of page views for each item is specific to that item URL.
  • Map - a map component which displays geo data. 

* Displays the number of page views for a site and all its sub sites.
** Displays the number of page views for a site home page in the specified series.



Once a widget has been added to a report, widget preferences can be set as well. The Preferences dialog can be opened by double clicking the title of the widget or by clicking Report Actions and selecting Edit.

Preferences dialog

The left hand side of the Preferences dialog displays the widget settings, and is divided into the following sections:

Filter – setting the filters for the data.

Appearance – setting the visual appearance of the data.

Group By – setting the various groupings of the data and the data series (available for charts which support multiple series).

Advanced – setting advanced options.



There are a variety of filters used for widgets:
  • Date Range

The date range includes constant values and a Customize… option.

The Customize Date Range dialog displays two date selection options: calendar date selection and last X number of days.

The Time Interval drop down list defines the intervals for displaying the data.

The “Customized Date Range” dialog

  • Website Item

Choose objects from Object Explorer by selecting the Customize option:

Object Explorer dialog 


Add and remove objects by double clicking on the specific object, or by selecting an object and clicking the Add, Remove buttons.

When selecting an object, the report data will be displayed for the selected item as well as all children items (its sub items) in Object Explorer.

To search for an object in Object Explorer, enter the object display name in the top text box and then click Search. In the Search Results dialog, choose the desired item, and click the Sync Explorer button. The selected item will be displayed in Object Explorer..

Object Explorer dialog


The Search Results dialog

  • Users and Groups

Determine Active Directory users and groups by selecting the Customize option. 

The Select Users and Groups dialog


Enter a login account name or display name in the Name field and then click Search. Select the desired result and click the Add button to add it to the filter. To exclude a user or group, click the Exclude button (the name will appear in red).

Filters are given precedence to users over groups. For instance, if a selected user A belongs to an excluded group B, then user A will be contained in the results data.

  • Visitor Segments

Determine visitor segments by selecting the Customize option. 

The Visitor Segments dialog

Pre-defined Segments - Filter reports by pre-defined segments based on traffic sources (including shorten links and campaigns), country or goal. For more information see "Visitor Segments".

Traffic Sources - Filter reports by referring sources to your internet website:
Campaign -  Campaign name. Describes the campaign, for example the campaign slogan or promotion.
Source – Where the campaign is originating from. It can be the website name, the newsletter name or search engine.
Medium - Campaign type, such as a banner ad, a click ad or email campaign.
Term, Content – Campaign description. For example, for a banner ad campaign, you can use the Term field to specify the size of the banner (250x250, skyscraper etc.) or the placement of the banner (header, sidebar, popup etc.). The Content field can hold the creative type or the content of the ad.

Goal - Filter reports by Goals. For more information see "How to create Goals".

Country - Filter reports by country. CardioLog uses internal and third-party data to retrieve visitors' geographic locations from their IP addresses.

Active User Categories - Filter reports by Active Directory attributes and SharePoint User Profiles such as Office, Department, Location etc. For more information see "How to configure visitor segmentation for authenticated users".



Set the visual appearance of the data displayed in charts.

Display chart in 3D

 Enable 3D

Display chart in an angular view


Display chart with values


Display chart with legend


Display the legend inside the chart

Inside chart area

Legend style: List, Row, Column


Legend position: Bottom, Top, Right, Left


Legend font style: font face, font size, font color, bold, italic, underline

Font Style

Display chart with dates in legend

 Show Dates in Legend

Display chart title (the title is entered in the text box at the top of the dialog). Title style: alignment, font face, font size, font color, bold, italic, underline




Display the X axis title (the title is entered in the Title text box).

Title style: alignment, font face, font size, font color, bold, italic, underline

 X Axis Title



Display the Y axis title (the title is entered in the Title text box).

Title style: alignment, font face, font size, font color, bold, italic, underline

 Y Axis Title



Insert a stripe across the plotting area of a chart to denote a break in continuity between the high and low values on a value axis. Use a scale break to display two distinct ranges in the same chart area.

Scale Break style: break line type, spacing, color

 Enable Scale Breaks

Display the widget preferences in the report

 Show Preferences

Display a general description of the widget

 Show Help

Display chart with side margins on the ends of the x-axis

 Show X axis margins

Display chart with all X axis labels

 Show All  X axis Labels

Display chart with all Y axis labels

 Show All  Y axis Labels

Highlight the data points in a chart series containing maximum and minimum Y values

 Highlight min and max values

Highlight the weekends in a chart plotting area

 Highlight weekends

Chart background style: background color, gradient, hatch style, secondary background color, border style

 Chart Background

Chart plotting area style: color, gradient, hatch style, secondary color, border style, border color, border size

 Chart Plotting Area

Chart series style: gradient, hatch style, secondary color

 Chart Series

Chart type selection

 Chart Type

Chart color scheme


Column, Bar chart: Default, Emboss, Wedge, LightToDark

Doughnut chart: Default, SoftEdge, Concave

 Drawing Style

Column chart data points width

 Point Width

Cylinder chart: data points thickness

 Point Depth

Cylinder chart: distance between data series that are displayed along different rows

 Gap Depth

Column, Bar, Cylinder chart: display data series along distinct rows


Area, SplineArea chart lighting effects: None, Simplistic, Realistic


Pie, Doughnut slices label style: Inside, Outside, Disabled

 Label Style

Doughnut chart: open space in the center radius size


Pie, Doughnut chart: Collect small slices into a single slice to prevent overlapped labels

 Collect pie slices

Pie, Doughnut chart: Collect any slice that is less than Collected% into a single slice

Collected %

Collected pie slice color

Collected color

Collected pie slice label (the label is entered in the Collected label text box)

Collected label

Separate the collected pie slice

Show exploded

Chart Appearance Preferences tab

Group By

The grouping of data is performed two ways:

  • Time Interval – the time axis can be displayed in a resolution of minutes, hours, days, weeks, months, and quarters.
  • Dimension – grouping according to the type of items reported. This option is available only for widgets that support advanced grouping.

Chart widgets display multiple series of data. You can re-order the series’ data points, edit their title and compare parallel date ranges.

  • Home Page ("Specific" mode) - data for the selected Website Item home page.
  • All Pages ("Aggregated" mode) – data for all children items of a selected Website Item.
The Compare Parallel Period dialog

Meter Preferences

This section is available for widgets of type meter.

  • Min Value – the minimum value for the meter
  • Max Value – the maximum value for the meter
  • Undershoot – a value under which the meter hand is displayed in red
  • Overshoot – a value over which the meter hand is displayed in red

You can display data in widgets of type meter in different modes in the Advanced section.

  • Home Page ("Specific" mode) - in order to display data for the selected Website Item home page select All Pages > No.
  • All Pages ("Aggregated" mode) – in order to display data for all children items of a selected Website Item select All Pages > Yes.

KPI Alerts

You can configure KPI alerts by selecting Send Alert in the Meter Preferences section.
An Email alert will be sent to the report recipients when the meter value is lower than the undershoot or higher than the overshoot.
In order to configure the report recipients see "How to create a distribution list for a report".

Meter Preferences

After setting the widget’s preferences, the data can be viewed without saving the preferences (Preview) or with saving the preferences (Save). 


The Report Actions button does the following:

The Widget’s Report Actions menu


  • Edit – open the Preferences dialog
  • Delete – remove the widget from the report
  • Export to CSV – export the widget's data to Microsoft Excel
  • Set as Default Preferences – save the widget’s preferences as default preferences
  • Refresh – refresh the data
  • Restore to Default Preferences – restoring the widget’s preferences to the default setting

Drag and Drop the widgets to change their placement in the report.



The help section displays the widget’s preferences and includes a brief description regarding the widget’s features. To open the Help section, click the help icon at the top right hand side of the widget.

The Widget’s Help section


The ”About this chart section” in the Preferences dialog


Set Preferences for all widgets in a report

Use the top Preferences pane to apply similar filters for all widgets in a report. When using this pane, all individual preferences for the widgets in the report are over-written.

If the widgets in the report use different filter settings, an alert will be displayed in the Preferences pane.

Note: Due to the fact that the widgets use different filter sets (for instance, some widgets filter Website Item by URL, while others filter Website Item by items in Object Explorer), the filter settings in the Preferences pane will be applied only for widgets containing the selected filters.

The Preference pane - to apply and save – click Go


The Preferences pane (example: widgets with different Website Item filter) 


Cached Mode

For enhanced performance and quick loading, widgets are displayed in cached mode while being edited in an existing report. Widgets in cached mode display old data and are presented with a white filter layer. To view current data for a widget, click Refresh. To refresh data for all widgets in an edited report, click the Refresh button in the Top Toolbar.


Widgets in cached mode


The period expected when selecting each one of the date range options is as follows: 

  • This Hour - shows cached data until the last rounded minute.
  • This Day - shows cached data until the last rounded hour.
  •  This Week - shows cached data until last rounded hour.
  •  This Month - shows cached data until last rounded day.
  • This Quarter - shows cached data until last rounded day.
  • This Year - shows cached data until last rounded day

Data Drilldown

Widgets of table type provide drilldown capabilities for selected items.

Report drilldown is available from the site collection level to a single document, and for specific users and user categories.

To view reports for an item, click the item and select the desired report template.

The drilldown menu


To create a new template for drilldown, see "How to create a Template".


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