How to Edit and Delete Reporting Widgets in OnePlan

Direct Answer: How to Edit and Delete Reporting Widgets in OnePlan

To edit or delete a reporting widget in OnePlan, click the three-dot menu icon (⋮) in the top-right corner of the widget. Select Edit to reopen the widget configuration form and make changes, or select Delete to remove the widget from the dashboard. Click Save after making changes.

What This Article Covers: Editing and Deleting Widgets

This article explains how to edit the configuration of an existing widget and how to delete a widget from a reporting dashboard in OnePlan.

What you will accomplish
Update a widget's configuration or remove an unwanted widget from a dashboard.

Before You Begin: Editing and Deleting Widgets

You must have access to the dashboard tab containing the widget.
To edit a shared (non-personal) dashboard, you must have Owner permissions for the plan or area.
If you need to add a new widget instead, see How to Add Widgets to Your OnePlan Reporting Dashboard.

Why This Matters: Editing and Deleting Widgets

Dashboards Evolve Over Time

As your reporting needs change, you may need to update widget configurations — changing the fields, aggregations, filters, or chart styles that drive a widget. OnePlan makes this easy by letting you reopen the configuration form for any existing widget without deleting and re-adding it.

Removing Outdated Widgets Keeps Dashboards Clean

Deleting widgets you no longer need keeps dashboards focused and easy to read. Unused or outdated widgets can clutter the layout and slow down the dashboard.

Step-by-Step: Editing and Deleting Reporting Widgets in OnePlan

Task: Edit a Widget

Navigate to the dashboard tab that contains the widget you want to edit.
Click the three-dot menu icon (⋮) in the top-right corner of the widget.
Select Edit. The widget's configuration form will reopen with all current settings.
Make the desired changes to the widget configuration (title, value, aggregation, filters, chart type, columns, etc.).
Click Add (or Save within the form) to apply the changes.
Click Save on the dashboard toolbar to save the updated dashboard.

Task: Delete a Widget

Navigate to the dashboard tab that contains the widget you want to remove.
Click the three-dot menu icon (⋮) in the top-right corner of the widget.
Select Delete. The widget is removed from the dashboard immediately.

Note: Deleting a widget is permanent. If you delete a widget by mistake, you can re-add it using How to Add Widgets to Your OnePlan Reporting Dashboard.
Click Save on the dashboard toolbar to save the updated dashboard.

Frequently Asked Questions: Editing and Deleting Widgets

Q: How do I edit a reporting widget in OnePlan?
A: In OnePlan, click the three-dot menu icon (⋮) in the top-right corner of the widget and select Edit. The configuration form reopens so you can update the widget's settings. Click Add to apply changes, then Save the dashboard.

Q: How do I delete a reporting widget in OnePlan?
A: In OnePlan, click the three-dot menu icon (⋮) in the top-right corner of the widget and select Delete. The widget is removed from the dashboard. Click Save to save the dashboard.

Q: Can I undo deleting a widget in OnePlan?
A: In OnePlan, there is no undo for widget deletion. If you delete a widget by mistake, you can re-add it manually using the New > Widget option. See How to Add Widgets to Your OnePlan Reporting Dashboard.

Q: Can I change the widget type (e.g., from pie chart to bar chart) when editing in OnePlan?
A: In OnePlan, editing reopens the configuration form for the existing widget type. To change to a different chart style, delete the existing widget and add a new one with the desired type.

What to Do Next: Editing and Deleting Widgets

Manage widget layout:

How to Resize, Rearrange, and Full-Screen Widgets in OnePlan

Add new widgets:

How to Add Widgets to Your OnePlan Reporting Dashboard

Export or share the dashboard: