How To Edit A Built-In Display
Are you having trouble finding the right built-in display to match your reporting needs? Instead of starting from scratch, take advantage of Peer Suite's library of more than 300 pre-built templates. You can customize any of them to fit your exact requirements.
Use the links below to jump to the section you need.
- Creating A Copy
- When a pre-built display is close but not quite right and starting fresh feels overwhelming, the Create Copy feature is the best place to begin. It allows you to duplicate a Callahan Template and unlocks full editing access, including account codes and formulas.
- Display Modifications
- If you have a display that already includes the metrics you want, but you need it to reflect a different trend length or appear in another format, Peer Suite offers display modification tools that help you refine visual settings without editing formulas.
Creating a Copy for Customization
If you need to add or remove metrics from a built-in display, then you need to create a version that you own.
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Please note that only copied or custom displays can be edited.
You have 2 options to create editable copies.
From the Left Content Panel
- Hover over the display name.
- Select the ellipses icon (...) that appears.
- Choose Copy & Edit.
From an Open Display
- Open the display.
- Select the More Options menu (...) in the upper right corner.
- Choose Copy & Edit.
Your new display copy will open automatically on your canvas and will also be saved under My Displays in the My Projects section of the left content panel.
Once your display is open, you can select the Edit button in the upper right corner to access the editor and make your changes.
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When you create a copy, you are generating a standalone version that you are responsible for maintaining should the raw codes or data sources change.
If you want more guidance on editing your display, explore our full guide: Custom Display How-Tos
Display Modifications
For fine-tuning visual settings without touching formulas, the Toolbar and the Formatting Window offer easy-to-use controls.
Here's how:
• Use the Toolbar at the top of the canvas to apply common adjustments.
• Review the Display Modifications Guide to explore all available options.
• For individual displays, the Toolbar also provides access to the Formatting Window
- Learn more about those options here.
Other Personalization options include:
You now have everything you need to confidently tailor Peer Suite’s built‑in displays. Whether you are making small refinements or building something entirely your own, the tools are ready to support your reporting goals.