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Annotations

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Use cases for global annotations​

Example use cases:

  • Marking product release cycles
  • Highlighting critical events in your application's history
  • Noting the launch of new marketing campaigns or strategies

Add global annotations​

You have two options for adding global annotations:

  • On the insights page
  • On the application home page

Adding global annotations from the insights page​

You can add global annotations on any insight where the X-axis is time. This means you are visualizing a "trend" in the insight.

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You can't add annotations from Journey or Overall Retention insights.

Once the trend chart loads, click any point and then click the "Add annotations" button. This opens a new menu where you must type in the name of the annotation.

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Adding global annotations from the Home page​

You can also add annotations on the home page by clicking the "+ More" button and then selecting "New annotation."

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Editing global annotations​

All annotations are listed in the homepage assets list. Clicking an item in the list will redirect you to the edit page.

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On the annotation edit page, you can modify the title, description, date, time, and color of the annotation. The selected color is used for the annotation's line and label on every chart and dashboard. New annotations default to dark gray.

Hiding a single annotation​

Tick the "Hidden" checkbox on the annotation edit page to take that annotation off every chart and dashboard without deleting it. The annotation stays in the assets list and keeps its name, description, date and color, so you can bring it back at any time by unticking the box.

Use this when an annotation is still worth keeping as a record but has become noise on your charts. To turn off all annotations for a single chart instead, use the "Global annotations" toggle described below.

You can also delete the annotation from this page by clicking the actions menu and then selecting "Delete annotation."

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Show/hide annotations on charts and dashboards​

This toggle is available on both the Dashboards page and the Insights page.

Annotations in AI chats​

Charts created by the AI agent do not show global annotations by default, so a chat answer stays about the numbers you asked for.

Ask for them and the agent turns them on for that chart — for example "show the annotations", "mark the releases on this trend", or "add the event markers". The agent does not carry the setting over to the next chart, so ask again whenever you want annotations on a follow-up insight.

As everywhere else, annotations only appear on time-series charts. Retention heatmaps, journey charts, pivot tables and single-number ("total") charts never show them, so asking for annotations on one of those has no visible effect.